Schedule Alerts via Email

What Are Email Alerts?

Email alerts allow you to automatically notify yourself or your team when a contact meets a specific condition. This is different from sending a standard email—alerts are triggered based on specific criteria you define.

Use Cases

  • Immediate Assistance: Notify your team when a contact answers "I need help now!" in a poll.

  • Performance Monitoring: Alert managers when a sales rep records low results.

  • Automated Referrals: Email local service providers when new contacts are added, matching their state.

How to Set Up an Email Alert

Step 1: Create a New Email Notification Automation

  1. Navigate to Automations and select New (top right).An empty Automations menu in ConveYour.

  2. Choose Email Notification and click Create.Creating a new email notification in ConveYour

Step 2: Set Up the Trigger Condition

  • Email alerts are sent when a contact joins a specific group based on predefined conditions.

  • You will need to create a group in anticipation of contacts meeting certain criteria.Drafting a new email automation in ConveYour and specifying which team it will go to.

Example: HR Alert for New Hires

If you want to notify HR when a new team member is added:

  1. Ensure a custom field exists in your contact list for Hire Date (data type: Date).

  2. Create a New Hires group based on the condition:

    • Hire DateLess than 3 days ago.Setting a group based on people hired in the last three days in ConveYour.

  3. In the automation, select this New Hires group as the trigger.
    Selecting a new hires group to send notifications in ConveYour

Step 3: Specify Recipients

  • Enter the email addresses of the people who should receive the notification (e.g., HR team).

  • Multiple email addresses can be added, separated by commas.

Step 4: Customize the Email Message

  1. Select the sender email for the notification.

  2. Compose the email message to inform the recipient about the new hire or other triggered event.

    Creating a notification email in ConveYour.

Step 5: Review and Launch

  • Confirm that the correct group and recipients are selected.

  • Ensure the message is accurate and provides clear next steps.

  • Click Launch to activate the alert.

Related Reads

-Creating Custom Contact Fields in Settings

-Creating Groups

-Automations for Groups and Adaptive Learning

-Intro to email in ConveYour