The term "Lead Alert" is a feature of Automation that allow you to set a notification to an internal recipient.
Lead alerts are typically used to notify a sales rep of new contacts entering an automation or actions of contacts in an automation, like opened/clicked activity. (These are only a few examples, there are many more!)
Functionally, a Lead Alert is an email sent to an internal audience and triggered by some action in an automation workflow step before it.
As noted above, a lead alert is typically triggered by a subscriber action in an automation workflow. In the example below, we are sending a lead alert if the subscriber clicked to download a resource.
To successfully set up a Lead Alert, you need to:
1. Pull your Lead Alert 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 for each subscriber, you may consider putting the sales manager's email as the alternative email just in case.
4. Choose the email or Create an Email: Either choose a previously built Automated-Lead Alert campaign or build your lead alert right within the automation workflow. Follow the Create a Campaign Process and once you save after the schedule step you will be taken back to your workflow.
Lead Alerts typically use merge tags and are very simple, as seen in an example below: