Skip to main content
Act-On Software

Setting Up Website Prospector Alerts

 

One of the key components of the Website Prospector report is Act-On's ability to automatically send an email alert to any user when a specific prospect navigates to your site.

This is useful for sales reps to see when known prospects from their assigned territory are on your site. You can even add a condition for a specific page (eg., your pricing page).

Admins and Marketing Users

  1. Click Inbound Website Prospector Alerts
  2. Click Add Alert
  3. In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert
    • Note: The system allows for only one address per alert. To alert multiple users, set up the alert for each user individually
  4. Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field
  5. Click Add to enter more conditions
  6. Click Add Alert to create more alerts
  7. Click Save

Sales Users

  1. Under Settings, click Website Prospector Alerts
  2. Click Add Alert
  3. In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert
  4. Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field
  5. Click Add to enter more conditions
  6. Click Add Alert to create more alerts
  7. Click Save

Blocked Alerts

If an alert is blocked, it may be due to one of these reasons:

  • The alert is based on a user for the account. Example – You create an alert based on “Person” and set the email to the same email you log in with
  • The alert is based on a user that has any of the Act-On domains. Act-on.com, act-on.net and actonsoftware.com
  • The visiting IP is on the list of IPs to ignore
  • The organization name is on the list of ISPs
  • The organization name matches your account

Duplicate Alerts

If you are receiving multiple Daily Digest messages for the Website Prospector Feature, you can address this by resetting the report recipients.

  1. Navigate to Inbound > Website Prospector
  2. Click More... in the upper right corner
  3. Click Digest Emails
  4. Turn off each email recipient:
    1. Click on each user/recipient
    2. Uncheck the option for 'Enable Website Prospector Daily Digest Email'
    3. Click Submit
  5. Wait 5 minutes
  6. Re-enable each recipient (using the reverse of the steps above)

This allows Act-On to resync the list of recipients, which should resolve the issue.

  • Was this article helpful?