Alert Others via Email

Alter Others via Email

This is different from just sending an email to a contact. Instead, this allows you to setup alerts to others when a contact meets a certain condition.

Use Cases

  • Setup alerts for you and your team when someone answers "I need help now!" in a poll.
  • Email to a list of managers when a sales rep (a contact), records low results.
  • Play matchmaker! Email specific local service providers when new contacts are added to your ConveYour and the contact's state matches the service provider's state.

Tips

You can use placeholders in your alert email to build out a contact report template. Example..

{{first name | fallback: "a contact"}} just said "I need help now!". Their mobile phone is {{$mobile}}. You should call them!

Good Reads

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