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Exporting leads via email (notify you of a new lead via email)

Ionso Sheinberg
posted this on July 23, 2010 15:38

To set up an email notification via advanced rules on a form:

On a form, choose a condition for the email notification to be sent. Popular conditions are based on respondent data. 'No conditions required' is also a popular condition, if you simply want to notify someone when a respondent converts. Email notifications are a great way to notify your sales team that a conversion has happened or notify a team member when a respondent purchases a high ticket item.

Choose the action 'notify via email' from the drop down. Then, type in the email address of the person you want to send the notification to. You can send email notifications to more than one person as well.