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  • LeadBoxer — Lead Data Platform —Documentation
  • 🛠️Getting Started
  • Lead Management Workflow
    • Cold outbound email campaigns
  • How does it all work?
  • 🏗️Fundamentals
    • Leads & Accounts
      • Lead card: Complete lead details in one page
      • Batch operations
    • LeadBoard
    • Reports
    • Definitions & Glossary
    • Elements
      • Filters
      • Segments
      • Workflow Automation
      • Notifications
      • Users
      • Datasets
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      • Leadscore
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      • Import & Export
        • Upload Leads
        • download data
        • LinkedIn Matched Audiences export
        • Custom Properties
        • LeadBoxer User Interface Placeholder Names
      • Roles & Permissions
  • 🧩Integrations
    • 🌐Website
      • Lead Tracking Pixel
      • WordPress plug-in
        • track my WordPress user logins?
      • Google Tag Manager (GTM)
      • Drupal module
      • Gravity Form Tracking
      • Change website content based on behaviour
      • Track meta data using JSON-LD
      • Cross device tracking
      • Tracking marketing campaign data (UTM tags)
      • UTM tags for Google Adwords
      • How to track user logins
      • Automatic form tracking
      • Manual form tracking
      • How to get (raw) lead data
      • Magento
      • Adobe Tag Manager
      • Unbounce landing pages
      • Tracking pixel into Wix
    • ✉️Email
      • Individual emails
        • Gmail Email tracking
        • G Suite email tracking
        • Official Outlook Add-in
        • Advanced Outlook Add-in
        • Manually Identify leads using email
        • Legacy Outlook plugin
        • Linkedin InMail or Invite Link Tracking
      • marketing emails
        • 1. Setup Tracking Pixel
        • 2. Track Email Opens
        • 3. Track Email Clicks
        • Mailchimp
        • HubSpot
        • Sharpspring
        • ActiveCampaign
        • Pipedrive Campaigns
        • Eloqua
        • Copernica
        • Intercom
        • Mailup
        • Brevo
        • Poppulo
        • Reply.io
        • Spotler mail+
        • Prospect.io
        • Woodpecker
        • Instantly
        • Mailerlite
        • Lemlist
        • Autopilot
        • Constant Contact
        • dotdigital
        • Apollo.io
        • LaPosta
        • Customer.io
        • Campaign Monitor
        • QuickMail
        • Outreach
        • Mail Merge (MS Word)
    • Other
      • Active Campaign
      • HubSpot
      • Marketo
      • LinkedIn
        • LinkedIn job titles search
      • Google Places
      • Calendly
      • How to get LeadBoxer data into Intercom
      • Zapier
        • Advanced Zapier usage
        • Zapier webhook
        • Connect Leadboxer to Pipedrive with Zapier
        • Connect Leadboxer to Slack with Zapier
        • Connect Leadboxer to Salesforce with Zapier
      • Pipedrive
        • Pipedrive Workflow Automation with LeadBoxer
      • Whatagraph
      • Google BigQuery
      • Single Sign On (SSO)
  • 🦮Guides
    • Creating your first Segment
    • Creating your first LeadBoard
    • How to add a user
    • How to upload a List (ABM)
    • How to add a datasets
    • How to create a notification
    • How to set your Leadscore
    • How to hide & unhide Leads
    • Filter Leads from ad campaigns
    • How to create a Workflow Automation
    • How to mask IP addresses
  • 🏆Solutions
    • Lead Identification
    • Lead Qualification
    • Lead Managment
  • Extras
    • Changelog
    • Email tracking info
    • linkedIn industries
    • LeadBoxer reseller getting started
    • How to contact leads
    • LeadBoxer cookies
  • Terms of Service
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  1. Guides

How to create a notification

PreviousHow to add a datasetsNextHow to set your Leadscore

Last updated 2 years ago

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How to Set-up the Notifications

Steps:

  1. Apply filters or select the Segment you are interested in.

  2. Click the Save (as) button located at the bottom-left of your screen

  3. In the new window

    1. Name your Segment (NOTE: in illustration we refer to 'Smartlist" - this is now called Segment

    2. Check 'Create email alert' box

    3. Select frequency, Daily or Weekly

    4. Select format - .CSV or HTML (in body of email)

    5. Select recipients (from your users) - if you don't see person - add them under the Users section first

    6. Click save


How to disable Notifications

If you like to stop receiving notifications, you need to

  1. Find the specific name of the Segment (this should be in the title of the email)

  2. Select the segment in the application

  3. Click the Save (as) button in the bottom-left corner

  4. Untick the 'mail this list' checkbox

  5. Save

Note: You need to be the owner of a Segment if you want to make changes.

So if you receive a message indicating you are not authorised to make a modification to the Segment, you either need to contact your admin or change the ownership in the Segment Overview.

🦮