Send automated notifications to deal owners

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Introduction

The Send automated notifications to deal owners feature in ActiveCampaign allows users to seamlessly communicate important updates related to deals within their sales pipeline. This feature is particularly useful for notifying deal owners about specific actions, ensuring they stay informed and can take timely action. By automating these notifications, you can enhance your team’s efficiency and avoid missed opportunities due to lack of communication. This functionality is available for users on the Plus, Professional, or Enterprise plans, provided they have the Pipelines & Sales Engagement add-ons enabled.

How to Access This Feature

To utilize this feature, you need to access the Automations section of your ActiveCampaign account. Follow the steps below to get started.

Step-by-step Instructions

To set up automated notifications for deal owners, follow these detailed steps:

1. **Navigate to the Automations Overview:**

  - Click on Automations in the left menu. This will take you to the Automations Overview page.

2. **Select or Create Your Automation:**

  - Click Edit for an existing automation you want to update, or create a new automation by following the on-screen instructions.

3. **Add the Notification Action:**

  - Drag the Send a notification email action to your automation. This action can be found under the Sending Options section.

4. **Configure Notification Email:**

  - A modal window will appear for you to create your notification email. Fill out the following fields:
    * **Subject line (Required):** Enter your desired subject line. You can also add an emoji or personalization by clicking the corresponding icons.
    * **Send to:** Click on the Send to field to select the email address of the user who should receive the notification. You can select up to five email addresses for this field.
    * **From:** The name and email address will be displayed by default as the user who is configuring the action. To change this, click Edit to modify the From name and email address. Use the lightning bolt icon to add personalization as needed. Once satisfied, click Done.
    * **Write your message:** Craft the body of your notification message. You can format your message using basic styling options, bullet points, and personalization.
    * **Preview:** Click the Preview option to see how the email will appear to the recipients.
    * Once you have configured all details, click Save to complete the setup of your notification action.

Configuration Options and Settings

When setting up the Send a notification email automation action, the following configuration options are available:

• **Subject line:** Required field where you specify the subject of the notification.
• **Send to:** Field to select email addresses for notification recipients—up to five can be added.
• **From:** Field to customize the name and email address displayed as the sender.
• **Message body:** Customize the content of the notification with styling options available for a clearer presentation.
• **Preview option:** Allows you to visualize the email's appearance to the recipient before sending.

Best Practices and Tips

To maximize the effectiveness of the automated notifications to deal owners, consider the following best practices:

• **Personalization:** Always use the personalization options in the message body where applicable. This increases the relevance of the notifications and enhances engagement.
• **Clear Subject Lines:** Ensure the subject line is clear and concise to grab the recipient's attention.
• **Regular Updates:** Regularly review and update your notifications based on feedback from deal owners for continual improvement.
• **Limit Recipients:** While you can send notifications to up to five recipients, ensure that the list remains focused on those who need the information the most.

Troubleshooting

If you encounter issues while setting up automated notifications, consider the following troubleshooting steps:

• **Check Active Status:** If you are editing an active automation, ensure to set the automation to Inactive before making changes. Remember to switch it back to Active after completing your updates.
• **Email Configuration Issues:** If recipients do not receive notifications, check the configuration in the Send to field and ensure their email addresses are correctly entered.
• **Preview Problems:** If the preview function doesn’t display the expected results, double-check your message content for any formatting issues.

Related Features

For additional functionalities related to this feature, you may find the following articles useful:

• Automations
• Pipelines
• Sales Engagement

Frequently Asked Questions (FAQ)

Q1: Can I customize the email addresses to which the notifications are sent? A1: Yes, you can select up to five email addresses in the Send to field.

Q2: How do I know if my notifications are being sent correctly? A2: You can use the preview option to check how your emails will appear and review your settings to ensure they are correct.

Q3: Is this feature available for all ActiveCampaign plans? A3: No, the feature is available only on Plus, Professional, or Enterprise plans with the Pipelines & Sales Engagement add-ons.

Q4: What should I do if I want to prevent notifications from being sent during editing? A4: Set your automation to Inactive while making changes to avoid sending unintended notifications.

Q5: Can I add an emoji in the subject line? A5: Yes, you can add emojis by clicking the emoji icon in the subject line field.

Q6: How do I revert changes to the notification email? A6: You can manually edit the content again in the modal window or reset the automation to an earlier saved version if available.

Q7: Is it necessary to preview the email before saving? A7: While it's not mandatory, previewing emails is highly recommended to ensure the content appears as intended to recipients.

By following these guidelines on how to send automated notifications to deal owners in ActiveCampaign, you will improve communication within your sales team and foster a more effective workflow. ```