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Configuring Auto-Notify Settings

Article: 000050566
Updated: October 31, 2024

Lead Gen & CRM can be configured to automatically send lead owners a notification of when their leads visit their websites. Lead owners can configure these settings to determine the types of leads they will automatically receive notifications for. Auto-notify settings can be set and configured to do this for all leads, or for specific leads. 


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

Light Bulb IconTip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this!

Managing via User Settings

Auto-notify settings can be changed as needed through your account settings. Auto-notify settings can be configured for all leads, or for specific leads. Be aware that, by default, auto-notify settings have the following options selected:

  • Manual selection of contacts you own
  • Primary contacts on open opportunities you own
  • Customers
  • Secondary contacts on open opportunities you own

In addition, by default, email notifications are sent out once per 24-hour period for each day a lead visits the site.

To configure auto-notify settings, do the following: 


    Click Settings in the left toolbar.

    1. Scroll to the Auto-Notify Settings section and select one of the following options:
      Option Description

      All contacts you own




       

      A bulk setting that sends notifications for every contact assigned to you when you are set as their lead owner.

      Manual selection of
      contacts you own




       
      This allows you to choose individual sets of leads based on the type of lead they are.

      Disable these settings




       
      Turns off all automatic notifications for leads you own.
    2. If you selected Manual selection of contacts you own, click any or all of the following options:
       
      Option Description

      Primary contacts on
      open opportunities
      you own




       
      The primary point of contact for the opportunity.

      Secondary contacts on open opportunities
      you own 




       

      All other relevant points of contact for an opportunity.

      This option is only available if the Primary contacts on open opportunities you own option is selected.

      Customers




       

      Any contact that is associated with a Closed-Won opportunity or has had their lead status set to Customer.

      Contacts on accounts
      you own




       
      Contacts on any account that you are owner of.
    1. Optionally, do the following:
      • Click the Exclude leads who have visited within the last X days checkbox.
      • Enter the desired number of days.
    2. Click Update Auto-Notify Settings.

      Auto Notify Settings

       



    Managing via the Contact Manager

    You can view which contacts are currently set to automatically notify you through email when they return to your website through the Contact Manager.

    To access the auto-notify list and manually select which leads you want to be automatically notified about, do the following:

    1. Click Contacts in the left toolbar.
    2. Click  12more.png  Options Manage Auto-Notify.

      Options Dropdown Manage Auto-Notify
       
    3. Click  bell.png  Notify next to the contact’s name to turn auto-notify on or off.

      Manage Auto Notify

    When set to automatically notify, the icon will light up.

    Important: For a contact list to appear, contacts must be assigned to you as a user.

    In addition, you must be logged in to a specific user to see those leads assigned to that user. Users cannot see other users' leads.
     


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