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Beth_Rotach
New Participant
January 11, 2016
Solved

Send Alert (editing the alert email)

  • January 11, 2016
  • 1 reply
  • 3003 views

We're working on sending an alert once a form is completed on our website. We have gotten the alert to work and send just fine, however we can't alter what tokens are included in the alert email. We tried including lead phone number and title and it won't allow us to do that...what could we be missing?

Thanks!

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    Best answer by Kenny_Elkington

    You're using the Lead Owner fields and not the actual lead's fields.  Look for First Name, Job Title and Email Address in the list instead of the ones prefixed with lead owner, those reference the fields from the owner's record and not the leads.

    1 reply

    Kenny_Elkington
    Kenny_Elkington
    New Participant
    January 11, 2016

    You just need to embed those specific tokens into the text of your email:

    Lead Phone Number: {{lead.Title}}

    You should be able to pull these right out of the token selector.  Maybe if you gave a screenshot of the email it would be clearer what your issue is.

    B
    Beth_RotachAuthor
    New Participant
    January 11, 2016

    Thanks!  We have this for the email:

    {{SP_Send_Alert_Info}}

    {{lead.Lead Owner First Name:default=No First Name}}
    {{lead.Lead Owner Job Title:default=No Job Title}}

    {{lead.Lead Owner Email Address:default=No Email Address}}

    Here's a screen shot of the email that then comes through. Shawn is a lead and all of his information is complete...so not sure why the default text only comes through...any ideas??

    Kenny_Elkington
    Kenny_ElkingtonAccepted solution
    New Participant
    January 11, 2016

    You're using the Lead Owner fields and not the actual lead's fields.  Look for First Name, Job Title and Email Address in the list instead of the ones prefixed with lead owner, those reference the fields from the owner's record and not the leads.

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