This is useful for sales reps to see when known prospects from their assigned territory are on your site. You can even add a condition for a specific page (eg., your pricing page).
Admin 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
- Note: The system allows for only one address per alert. To alert multiple users, set up the alert for each user individually
- Click the blue down-arrow to identify the appropriate condition for the alert, and enter the value in the next field
- Conditions let you create alerts for specific criteria, like a salesperson's region/territory
- Click Add to enter more conditions
- Click Add Alert to create more alerts
- Click Save
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
Blocked Alerts
If an alert is blocked, it may be due to one of these reasons:
- 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
- The alert is based on a user that has any of the Act-On domains. Act-on.com, act-on.net and actonsoftware.com
- The visiting IP is on the list of IPs to ignore
- The organization name is on the list of ISPs
- The organization name matches your account
Duplicate Alerts
If you are receiving multiple Daily Digest messages for the Website Prospector Feature, you can address this by resetting the report recipients.
- Navigate to Inbound > Website Prospector
- Click More... in the upper right corner
- Click Digest Emails
- Turn off each email recipient:
- Click on each user/recipient
- Uncheck the option for 'Enable Website Prospector Daily Digest Email'
- Click Submit
- Wait 5 minutes
- Re-enable each recipient (using the reverse of the steps above)
This allows Act-On to resync the list of recipients, which should resolve the issue.