The Notify User action is used in Campaign Automations to notify CRM Users when a Lead or Contact reaches that point in the automation. You can send a notification containing a custom message, and if the Notify User action follows a Submitted Form trigger, the notification will include the information submitted in the form. All notifications contain a link to the Lead or Contact record it is regarding. Actions can be added to the canvas individually, or they can be included within Series. To learn more about series and actions, read this article.
- Learn how to add a Notify User Action to a Campaign Automation
- Learn how to set up a Notify User Action's properties
Add the Action to a Campaign Automation
To add a Notify User Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.
Once the action has been added to the canvas, click on it and you will see the right panel change to show the properties of this action.
Display Name (required): The display name is entered by default, however you can change the display name to anything you like.
Send Email To (required): Use the lookup to select one or more users to send the notification email to.
Additional Email Addresses: Enter one or multiple email addresses that are not listed as users in your CRM. Make sure to separate multiple email addresses using a comma.
Notify Participant's Owner: Check this box if you want to send the notification to the participant's owner.
Message Subject (required): This will be the subject line of the notification email.
Message Content (required): This will be the content of the notification email. If no content is entered, the email will just contain the name of the lead or contact. If this action follows a Submitted Form trigger, it will also automatically contain the information submitted.
Note: A note is an optional field for any details that need to be written about the action.
The notification email sent from this action will look like this:
|Feature Added: November 2015|
|Feature Updated: 8.7|
|ClickDimensions Version Needed: 7.0|