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Tasks & Alerts

Last Updated: Aug 16, 2016 09:57AM EDT
 
Overview
Throughout the platform you will come across setting tasks and alert. Tasks and alerts allow you to specify which user(s) get notified when activity is done on a marketing tactic and if that activity should be created as a lead. For example, you can specify an email notification or lead be created when a customer clicks on a link within your email. Setting up tasks and alerts is optional and not required.

Setting tasks and alerts can be found when creating an email tactic under the Tasks & Alerts tab.



Place a check in the box next to the alert you want sent and select which user you want to send it to. If you need to copy additional users you can enter their email address in the Send a copy to field. When finished, select the Save button at the bottom of the page.



There are many options for setting alerts. We have broken down each category below.
 
 
24 hours before an email is sent:
This setting allows you to send an alert to remind users that the campaign is going to be sent. You can choose to send the email to all record owners or one specific owner, and you can also send additional copies by entering email addresses in the Send a copy to: field.
 
When an email is opened:
This option allows you to receive feedback whenever a customer opens the email. You can send an email alert and/or create a new lead within the system. If you decide to send an email alert, select who you want to receive the email and any possible additional recipients. If you create a new lead, you can define the subject, instructions, stage of the lead and due date. Use the Assign to drop down to determine who receives the lead and determine whether or not they should receive an email alert.
 
When a link in the email is clicked
This option allows you to receive feedback whenever a customer clicks a link in the email. You can send an email alert and/or create a new lead within the system. If you decide to send an email alert, select who you want to receive the email and any possible additional recipients. If you create a new lead, you can define the subject, instructions, stage of the lead and due date. Use the Assign to drop down to determine who receives the lead and determine whether or not they should receive an email alert.
 
When a personalized URL is entered:
This option allows you to receive feedback whenever a customer accesses a personalized URL. You can send an email alert and/or create a new lead within the system. If you decide to send an email alert, select who you want to receive the email and any possible additional recipients. If you create a new lead, you can define the subject, instructions, stage of the lead and due date. Use the Assign to drop down to determine who receives the lead and determine whether or not they should receive an email alert.
 
When the unsubscribe link in the email is clicked:
This option allows you to receive feedback whenever a customer unsubscribes from an email. You can send an email alert and/or create a new lead within the system. If you decide to send an email alert, select who you want to receive the email and any possible additional recipients. If you create a new lead, you can define the subject, instructions, stage of the lead and due date. Use the Assign to drop down to determine who receives the lead and determine whether or not they should receive an email alert.
 
One week after the campaign has been completed:
This setting allows you to send a campaign summary to users that gives an overview as to the success of the campaign. You can choose to send the email to all record owners or one specific owner, and you can also send additional copies by entering email addresses in the Send a copy to: field.


Once you have finished making changes in the Tasks & Alerts tab, click Save at the bottom of the page.
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