Notifications

LeadBoxer can email you and your colleagues about your leads. There are three kinds of notifications.

Segment notifications (daily or weekly)

Once you have created a Segment you can have it emailed to yourself and your colleagues, for example a daily email with the top-ranked leads, or a weekly overview of all visitors from a list of target accounts.

For each segment you choose:

• Email: Daily, Weekly or Off

• View: send the Leads view or the Accounts view

• Format: HTML (in the body of the email), PDF or CSV

• Recipients: one or more users of your account

The alerts can be very specific (a particular company for account-based marketing, or a client viewing the pricing page) or very broad (a region, all identified companies, or one alert per industry).

You can see all your segments and their notification settings on the Segments page. See How to create a notification for the steps.

Report notifications (weekly or monthly)

A Report can be emailed on a schedule. Open the report, click the arrow next to Export As PDF to open the Scheduled Report options, turn on Enable Notification, pick Weekly (sent at the end of the week) or Monthly (sent at the end of the month) and add the recipients. The report is sent with the configuration it has when you save the notification.

LeadBoard notifications

LeadBoard owners get an email when something changes on their cards. You can turn each of these on or off under Settings > Notifications:

• New LeadCard assigned to me

• LeadCard owner update

• LeadCard moved stage

• LeadCard was removed