Managing Deal notifications

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Introduction

Managing Deal Notifications in ActiveCampaign is a crucial feature that allows users to customize the alerts they receive regarding their deals. This functionality ensures that team members stay informed about deal-related activities, helping them to manage prospects and maintain engagement effectively. By tailoring notifications, users can enhance their productivity and responsiveness, balancing timely information with their workflow needs.

How to Access

To access the Deal notifications settings, follow these steps: 1. Navigate to the Settings (gear icon) located in the left menu. 2. Click on Notifications to open the notification settings page.

Step-by-Step Instructions

Follow these detailed steps to set up your Deal notifications:

1. Click on Settings (gear icon) in the left menu.
2. Select Notifications from the options presented.
3. On the Notification Settings page, review the list of available notifications.
4. Check the boxes next to each notification type you wish to receive.

  - Options include: 
    - Any new deal*
    - New deals owned by me
    - Updates to any deals
    - Updates to my deals
    - Comments on my deals or activity
    - Mentions of me in comments

1. Click on the Frequency dropdown to select how often you want to receive notifications:

  - Options include:
    - Instantly
    - Hourly
    - Daily
    - Weekly

1. Finally, click on the Save Settings button to apply your preferences.

Once configured, the notifications will be sent to the email address associated with your account user.

Configuration Options and Settings

The Deal notifications feature includes various configuration options that users can customize based on their preferences:

• Notification Types – Users can choose from several types of notifications such as:

  - Any new deal*
  - New deals owned by me
  - Updates to any deals
  - Updates to my deals
  - Comments on my deals or activity
  - Mentions of me in comments

• Frequency – This setting allows users to determine the delivery cadence of notifications, which can be set to:

  - Instantly
  - Hourly
  - Daily
  - Weekly

If you select the Immediately option, notifications will be sent per deal. Selecting options such as Hourly, Daily, or Weekly consolidates the notifications into a single summary for those respective periods.

• Note:* For the “Any new deal” notification type, users in the Admin group will receive emails for new deals across all pipelines. Non-admin users will only get alerts for new deals in pipelines they have access to.

Best Practices and Tips

- **Prioritize notifications**: Consider the relevance of each notification type to avoid being overwhelmed by alerts. Use the notification types strategically to keep your focus on what matters most. - **Adjust frequency based on role**: Depending on your responsibilities, select a suitable frequency for notifications. For sales teams involved in numerous deals, Hourly or Daily options might be beneficial, while others may prefer Weekly summaries. - **Limit distractions**: If you're involved in too many deals, consider unchecking less critical notification types to reduce inbox clutter and maintain focus on high-priority items.

Common Use Cases

Here are some examples of how users might utilize the Deal notifications feature:

• A sales manager may opt for instantly notified about any new deals to stay ahead of opportunities.
• A team member managing a specific set of deals might select daily updates to receive a recap of all activities, ensuring they never miss any crucial comments or updates.
• Users who are less involved with certain pipelines can select the weekly setting, receiving an overview at a manageable frequency.

Troubleshooting

If you encounter issues with Deal notifications, consider the following troubleshooting steps:

- **No Notifications Received**: Ensure you have selected the desired notification types and frequency settings. Verify your email address associated with your ActiveCampaign account is correct and functioning. - **Notifications Are Infrequent**: Review your frequency settings; updating them may solve your problem. - **Missing Specific Notifications**: Check user permissions. Non-admin users will not receive notifications for new deals in all pipelines, only those to which they have access.

Related Features

For additional functionalities that complement the Deal notifications feature, explore: - Deals - Automation in ActiveCampaign for managing workflows linked with your deals.

FAQ

• What types of notifications can I set up for Deals?*

You can set notifications for any new deals, new deals owned by you, deal updates, comments on your deals, and mentions of you in comments.

• How do I receive notifications?*

Notifications are sent to the email address associated with your account.

• Can I choose how often I receive notifications?*

Yes, you can select from the options: Instantly, Hourly, Daily, or Weekly.

• Will I receive notifications for all new deals?*

Admins receive notifications for all new deals, while non-admin users are limited to pipelines they have access to.

• What happens if I do not configure my notifications?*

If you do not configure your notifications, you will not receive alerts regarding deal activities.

• Can I change my notification settings later?*

Yes, you can always return to the Notifications settings to adjust your preferences.

• What is the process for saving my notification settings?*

After selecting your desired notifications and frequency, click the Save Settings button to apply your changes. ```