ConvertedU Marketing Library Webinar Blog

Need help? You've come to the right place

What's New Getting Started Drag and Drop Standard Builder Integrations Center

Notify Me

As contacts pass through your rule, they’ll automatically be stored in Center. That said, you can choose to add the Notify Me action to any rule to get notified whenever new contacts meet your segmentation parameters. 

In this article:

The Fine Print

Integrating Center with Notify Me

Options for Creating Contact Segments

Supported Actions

FAQs and Troubleshooting Tips 

The Fine Print

These are some of the details you’ll want to keep in mind as you get started with Center’s email notification integration: 

  • Center will automatically connect to the email address associated with your account.
  • While labeled as “Notify Me” in Center, this feature is similar to Lead Notifications in Leadpages.
  • Emails sent from Center will include a subject line with the name of your rule. For instance: Someone has opted in to 'Center: Your Awesome Rule'

Integrating Center with the “Notify Me” option

Your Center account will automatically use the email address you signed up with. All you need to do to enable notifications for a rule is choose Notify Me from the “Set up your actions” section.


Options for Creating Contact Segments

Email notifications are only available in the Actions portion of rules. 

Supported Actions

Notify Me Center will send an email notification for each new contact who pass through your rule’s segmentation filters.

FAQs and Troubleshooting Tips 

What if I’m not receiving email notifications?

If you see leads being saved in Center but have not received emails about them, your spam filter may be blocking or filtering them. Please check your spam folder and filter settings, and make sure and are white-listed on your email server. 

Can I send notifications to multiple email addresses?

Not yet! That said, many email clients offer automatic forwarding options, so one potential workaround is to set up a filter that would send emails with 'Center: Your Rule Name' in the subject line to other addresses. 

What lead/contact information is included in the notification email?

Our system will include as many fields in email notifications as possible. Currently, we support the following fields: 

  • Email
  • First Name
  • Last Name
  • Phone
  • Address
  • City
  • State
  • Postal Code
  • Comment

Kindly note that in some cases, data from the segment portion of your rule may not “match up” with the fields that are available for email notifications. If you believe there’s certain information that should be passing through but isn’t, please contact our support team. We’ll be happy to help investigate those sorts of gaps!

(Updated 07/08/16)

Please let us know if you have additional questions!

We’re here to help. If you run into any issues or just have additional questions, please contact our support team. You can also create a ticket by clicking the banner in the bottom right corner of the Center interface.

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk