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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.

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

  1. 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.
  2. The alert is based on a user that has any of the Act-On domains. Act-on.com, act-on.net and actonsoftware.com.
  3. The visiting IP is on the list of IPs to ignore.
  4. The organization name is on the list of ISPs.
  5. The organization name matches your account.
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