Notifying internal team members about new or updated leads

Creating the notification email¶

For the Campaign Action and Points Trigger, you must create an email in Campaign Studio with the key information that you want to share. With the Form Submit action, Campaign Studio guides you through creating a text-based email directly within the action. The email pre-populates with the fields for data collected on the form. You can add as many contact and company field values and tokens as you would like. You can still use a custom-built notification email in your Form Submit Action if you prefer.

The following is an example of the custom internal notification email:

Hello there!

You've been assigned a new lead:

Name: contactfield=firstname} {contactfield=lastname}
Company: {contactfield=company}
Email: {contactfield=email}
Phone Number: {contactfield=phone}
View contact in Campaign Studio (link)

To include a link to the contact record, add a link to the email with the UR set as:

https://{subdomain}.{yourdomain.com}/s/contacts/view/{contactfield=id}

This must be added as a link, not pasted as text. The text shown can be changed, but the URL in the hyperlink must match the example, using your domain.

Action setup¶

• Name: This is your label for the email action (for example: Send Form Results to Team or New Lead Notification).

• Subject: The subject line of the email.

• Execute this event: Applicable for campaign actions, this enables you to schedule the email to go at a designed time other than after the form submission or when the point threshold is reached.

• Send email to user: Select the users whom you want to send the notification to.

• Email to send: Select the email that you created.

• To, CC, and BCC: To send the notification to distribution lists or non-users, add those email addresses here.

• Send email to contact’s owner: Select Yes to explicitly tell the owner of the contact that something has happened. This can be with or instead of other recipients.

• Additional options on Send form results action:

  • Reply to contact: Sets the contact’s email address as the reply-to, enabling the notification recipients to reply directly to the contact

  • Send to contact: This sends the form results email directly to the contact. Typically, you select No and send a separate email through a campaign or the Send email to contact submit action

  • Click to insert field: To display certain (limited) fields from the form, click the fields that you want to include and the form field token is added. This is in place of the Import from existing template option, which is available to select your custom-built email for these notifications

Building an assignment campaign¶

If you have the fields in place in Campaign Studio to capture lead ownership or assignments, you can build a campaign to automate the assignment of leads:

1. Start with the segment of contacts you want to assign.

   The campaign will send notifications for new contacts added to the segment as long as the campaign remains published.

2. Add a condition for your assignment criteria

   • The following example uses Region as the criteria

3. Create an Update contact owner action and add the new contact owner. Owners must be set up as users in Campaign Studio with contact permissions, even if they never log into Campaign Studio.

4. Set a Send email to user action.

   1. Use a relative time period of 1 minute, ensuring that the owner update occurs before the email sends

   2. Set Send email to contact’s owner to Yes.

   3. Add any other addresses where you want the notification to go. For example, Sales Ops and sales leadership.

   4. Select the email to send, or create one if you have not already created.

If you are assigning leads in an external system, such as your CRM, and passing that information back to Campaign Studio, the notification campaign becomes simpler.

1. Create a segment of contacts:

   • Filter = Owner not empty

   • Set the Segment as your Contact source for the campaign

2. Set a Contact owner condition.

3. Set a Send email to user action.

   • Execute the event immediately, or at a time of your choosing

   • Set Send email to contact’s owner* to Yes

   • Add any other addresses where you want the notification to go. For example, Sales Ops and sales leadership.

   • Select the email to send, or create one if you have not already created.

4. Add any users who may be assigned as contact owners, and should receive notifications. If you assign junk leads to a generic user, exclude that user so their inbox does not fill up.