How To Add/Edit The Contact Information For Lead Notification?

How To Add/Edit The Contact Information For Lead Notification?

The lead management option of the Growth99+ application allows business account users to receive a notification via custom SMS or email, every time a lead is generated. 

Every new lead to a business account is generated from the contact form. There is an option to add the email address as well as the contact number to which the business account user wishes to receive the email and SMS respectively. (CLICK HERE to know about creating an email template for a new lead)

To add an email id and a phone number where you wish to get lead notifications, kindly follow the below steps.

STEP 1

From your business account, click on the "Notification Center" menu under "Management".



STEP 2

The below page will appear. There you can add your email address and phone number (10 digits only) under the "Email / SMS Configuration" section accordingly and save them as shown below. 



Now, you will start getting lead notifications to the given email address and phone number successfully.

To add multiple notification emails and/or contact numbers, kindly follow the below steps.

STEP 3

From your business account, click on the "Form Builder" option from the menu.




There you will find all the G99+ forms that are added to your website.
Click on the edit button beside them.



STEP 4

Click on the "Notification" tab on the form.



STEP 5

If you want to delete any email address already present there, just click on the small icon of a "trash can" on the right side of every email address that is added.




STEP 6

If you wish to retain the previously added email address and add another email address as well, click on the "Create Notification" button. 



Select the option EMAIL from the dropdown if you want to add an email address or select SMS if you wish to add a phone number for getting SMS notifications.


STEP 7

Add a relevant email address of your choice and click on the "Save" button. We have added a sample email address as an example in the below image.




STEP 8

You can repeat the same steps to add a contact number for lead notification S.M.S. Click on the "SMS" option instead of the email option from the dropdown and enter the valid contact number. Click on the "Save" button to proceed.




Note: In case the notification field doesn't have either email or a contact number or if both the email and SMS fields are empty, the Growth99+ app will automatically send the email and SMS to the notification details added on the Notification Center.


For more information email us at product@growth99.com


    • Related Articles

    • How To Add A Lead Manually?

      Lead generation plays a pivotal role in shaping the success of a business. The Growth99+ application keeps a record of all the leads generated for the business in the "Leads" menu. This article discusses how to add a lead manually to your Growth99+ ...
    • How To Create/Edit An SMS Template?

      Sending an SMS is an effective way of communicating important information and messages. The Growth99+ app features a menu that allows business account users to send information about new appointments, lead notifications, details of appointment ...
    • Mass Email and SMS

      Click on the Loom video link below to learn about the "Mass Email and SMS" section in our Growth99+ app - https://www.loom.com/share/5fee3bc3fc71487389449d6a7c0c3393 Thank You Note: If any lead/patient doesn't want to be a part of your SMS campaign, ...
    • How to increase SMS and Email Quota in Growth99+?

      Many a time, you will face issues while sending SMS/emails to your leads. This may happen because of the insufficient SMS/email quota left for the current month which will also show a warning message "Email and SMS limit for current month has been ...
    • Custom Thank You Page Redirect Enhancement for the Contact Forms

      Now, we can use the same lead capture form for the contact forms, virtual consultation, and landing pages and still redirect them to different thank you pages after submission. Here in this article, we will be explaining how we can do it. STEP - 1 Go ...