Updates to Form Alerts, Automated Program Step Alert Score Sheet, and Deleted User Alert

  • Updated

Three alert types got small but useful upgrades: form submission alerts can now route based on what's actually in the submission, Automated Program Step Alerts can show scores from a specific score sheet instead of just the default, and the Deleted User alert has a cleaner look.

Why this matters: The right alert reaching the right person, with the right context, is what makes alerts useful instead of noise. Routing form alerts by submission content means sales and support teams see only what's relevant to them, and picking a score sheet for program alerts means the score shown actually reflects that program's campaign.

What's Changing

The "Route Auto Inquiries to Auto Sales Team" form alert, with a condition set to trigger when Product Interest contains "Auto Insurance."

The Automated Program Step Alert, showing the option to select a score sheet to use.

  • Automated Program Step Alert now has the option to select a score sheet to use for the contact scores shown on the alert. Tailor your program alert to show scores specific to that program's campaign.

Tailor your program alert to show scores specific to that program's campaign.

  • Deleted User alert has been upgraded to a new graphical format.

When

These features are now available to all users from June 1, 2023.

Customer Impact

  • Existing alerts will not be impacted unless edited.
  • Automated program alerts use the default score sheet unless changed.
  • The deleted user alert is sent to all admins as a security precaution.

What's Next

See Customize Form Alert Routing Based on Submitted Data for details on setting up conditional form alert routing.

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