> For the complete documentation index, see [llms.txt](https://help.leadboxer.com/leadboxer/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.leadboxer.com/leadboxer/guides/how-to-create-a-notification.md).

# How to create a notification

#### How to set up a notification

A notification is part of a [Segment](/leadboxer/using-the-app/elements/segments.md): you save your filters as a segment and add an email schedule to it.

1. Open **Leads & Accounts** (or Inboxer) and apply the filters you want, or select an existing Segment.
2. Click **Save** in the filter bar.
3. Give the segment a name and choose who can see it (**Private** or **Shared**).
4. Tick **Add email notification (optional)** and set:
   1. **Interval**: Daily or Weekly (for weekly, pick the day)
   2. **Format**: HTML (in the body of the email), PDF or CSV
   3. **Email content**: leads or accounts, and which columns to include
   4. **Intro message** (optional): a short text at the top of the email
   5. **Recipients**: one or more users. If you don't see a colleague, [add them as a user](/leadboxer/guides/how-to-add-a-user.md) first.
5. Review and save.

***

### How to change or disable a notification

1. Go to the **Segments** page and find the segment (its name is in the subject of the email).
2. Open the segment's menu and choose **Edit**.
3. Change the schedule, format or recipients, or untick **Add email notification** to stop the emails.
4. Save.

**Note:**\
You need to be the owner of a Segment to change it. If you get a message that you are not authorised, ask your admin or the segment owner, shown on the Segments page.


---

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