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.
For example, if you are a sales rep with an assigned territory of California you can receive an alert each time a known prospect from California is on your site.
To take it a step further, you can even add a condition so the prospect in California must also visit your pricing page - once this happens, you will receive an alert and you can make contact while the prospect is hot.
Create website prospector alerts (for administrators and marketing users)
- Click Inbound > Website Prospector Alerts.
- Click Add Alert.
- In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert.
- Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field.
- Click Add to enter more conditions.
- Click Add Alert to create more alerts.
- Click Save.
Create website prospector alerts (for sales users)
- Under Settings, click Website Prospector Alerts.
- Click Add Alert.
- In the Alert field, enter the appropriate email address to which Act-On will deliver the email alert.
- Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field.
- Click Add to enter more conditions.
- Click Add Alert to create more alerts.
- Click Save.
Reasons a website prospector alert may be blocked
- 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.