This action sends an email to you and your team when a contact reaches a particular point in a Journey, takes a specific action, or meets certain criteria.
For example, you could use the following Journey to notify your team when someone submits a form:
To create a notification, click on the action and click "New Notification":
The default notification type is email. Learn more about Slack notifications here.
Name the notification and click continue:
Configure the notification, including the subject line and who should receive the notification (you can add multiple recipients separated by commas):
You can add personalization variables to the subject or body by clicking the buttons below. They will be populated with the details of the contact that enters the action:
You can also use variables in the recipient email field, for example:
If you're connected to Salesforce, and would like the Lead Owner to also receive the notification (in addition to the recipients specified), turn on the "Also send to owner, if assigned" option:
Note that can also add a direct link to the contact's profile in Autopilot by adding --Contact Link-- anywhere inside the body of the email.
When you're finished configuring the notification, select it on the shape, and then publish the Journey:
How can I manage my notifications?
You can manage your notifications (including drafts, which are saved automatically) by clicking on any notification and clicking "Manage Existing":
What email will notifications be sent from?
If you've set up a custom domain notification emails will be sent from the default address you've specified in your domain settings. If you haven't setup a custom domain they will be sent from a pre-assigned domain name at our email server (i.e. firstname.lastname@example.org).
However, to make it easy for you to reply directly to a notification and start a conversation:
- the sender's name will be the name of the contact that entered the notification; and
- the reply-to email will be the email of the contact that entered the notification.