The term "Lead Alert" is a feature for drip campaigns 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 a drip campaign or actions of contacts in a drip campaign, like opened/clicked activity. (These are only a few examples, there are many more!)
Functionally, a Lead Alert is a physical mailing meant for an internal audience and triggered by some action in an automation/drip campaign workflow step.
As noted above, a lead alert is typically triggered by a subscriber action in a workflow. In the example below, we are sending a lead alert if the subscriber opened the email.
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 Alernative 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 Mailing: Don't forget, the Lead Alert is an actual mailing that is sent to your chosen email address. This mailing needs to be created in Delivra and is chosen at this step. Lead Alerts should be set up as "Automated Mailings".
Lead Alerts typically use merge tags and are very simple, as seen in an example below: