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Morgan_Corbett
Morgan_Corbett
New Participant
March 28, 2017
Solved

Send alert email digest

  • March 28, 2017
  • 1 reply
  • 1899 views

When contacts at target accounts opens an email, we send an alert to the sales owner (outlining who opened the email, which account, contact info, etc.)

However, because there are so many contacts per account, it overwhelms our sales team because they receive too many alerts.

Is there a way to create an "alert digest" by accounts? or by sales owner?

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Best answer by Josh_Hill13

No, you cannot directly. There are some options

  • Send one alert per week per lead.
  • Train team to use Sales Insights or generate a report.
  • Create Smart List Subscription based on Lead Owner or Territory for Opened Email IS ANY IN PAST 1 day.

I really question the idea of sending Alerts on Opens, or even clicks. You should gate leads until MQL or if they request direct help. Sales will always tune out alerts at a high volume when it's clear they are low value.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
March 28, 2017

No, you cannot directly. There are some options

  • Send one alert per week per lead.
  • Train team to use Sales Insights or generate a report.
  • Create Smart List Subscription based on Lead Owner or Territory for Opened Email IS ANY IN PAST 1 day.

I really question the idea of sending Alerts on Opens, or even clicks. You should gate leads until MQL or if they request direct help. Sales will always tune out alerts at a high volume when it's clear they are low value.

    Morgan_Corbett
    Morgan_CorbettAuthor
    New Participant
    March 28, 2017

    The alerts are for existing clients - it's an opportunity to upsell.

    Thanks for the insight!

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