How To Setup Internal Notifications

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1. Setting Up Internal Notifications

Inside the platform, you can create internal notifications to alert yourself or team members when specific actions occur. These notifications can be sent via email, SMS, or as a push notification on your phone.

2. Download Lead Connector App

To receive notifications on your phone, download the Lead Connector app. You can find it under Docs and Bolt-ons in the platform. Log in using the same credentials as the main platform.

3. Creating Automations for Notifications

To trigger a notification, locate the automation associated with the event you want to be notified about (e.g., scheduling a call, filling out a form, downloading a lead magnet). You can either create a new automation or modify an existing one.

4. Trigger and Actions in Workflows

In the automation workflow, a trigger starts the process when a specified action occurs (e.g., a form submission). After the trigger, you can add a sequence of actions that follow.

5. Adding an Internal Notification Step

Once the workflow is set up, you can add an Internal Notification step:

• Select if you want the notification to be sent as an email, push notification, or SMS.
• Choose who should receive the notification: all users or a specific user.

6. Customizing Notification Content

Customize the notification message by using custom values (e.g., the lead's full name or the name of the lead magnet). This allows the notification to contain relevant details.

7. Linking Phone Numbers to Users

If the notification is going to a specific user via SMS, ensure their phone number is correctly added in the system:

• Go to Settings → My Staff.
• Select the user and add or update their phone number in their profile.

8. Saving and Activating Notifications

After setting up the notification, save and activate the workflow. This ensures that when the specified trigger occurs, the selected user receives the notification automatically.