Lead Alerts provide real time feedback to your team. Add a Lead Alert to any point in your automation (a.k.a. drip campaign) to notify an internal recipient of new contacts in an automation, or contacts in an automation branch that opened/clicked a campaign in the automation.
Please note: Create the Lead Alert email as a automated campaign type before attempting to add the Lead Alert Step to your workflow. Many times the Lead Alert email will use merged information of the contact like %%emailaddr_%% to merge in the contact email, and %%firstname_%% to merge in the contact first name.
To successfully set up a Lead Alert, you need to:
1. Pull your Lead Alert step over into the preferred place in the workflow.
2. Set the Email: This is an optional step. Only set this if the preferred email to direct the Lead Alert to is a data field stored in Delivra (such as Rep Email in the example above).
3. Set the Alternative Email: This is a required step. In the case that the email you want to direct the Lead Alerts to is not saved in a database field, set that here. Even if you are directing Lead Alerts to an email saved in a database field, add an alternative email here in case the field is blank for that subscriber.
For example, if you are directing lead alerts to "Rep Email" and have your sales team's emails saved in Delivra for each subscriber, you may consider putting the sales manager's email as the alternative email just in case.
4. Choose the campaign: Don't forget, the Lead Alert is an actual email that is sent to your chosen email address. This email can be created beforehand or created right within the automation workflow. Lead Alerts should be set up as the "Automated" > Lead Alert campaign type.
Lead Alerts typically use merge tags and are very simple, as seen in an example below: