Email Alerts

Creating an Email Alert

You can have fresh intent records delivered to an inbox of your choosing every day with email alerts. Here are the steps:

Note: Before following the below steps you must create a segment and apply the desired filters to your segment before setting up your email alert.

Setup Steps

1. Go to the Exports tab

2. Click Add and select Email Alerts

3. Click Create

4. Select what Product you want to set the alert for and give it a name. We recommend being as descriptive as possible with the names you choose so you can easily identify and update the alerts in the future if needed. Ex. [Daily]/[Country]/[High and Very High Intent] + [Profile Views or Competitors Viewed] 

5. Configure your alert by defining: 

   1. Recipients: the user you would like to receive the alert

   2. Frequency: Daily, Weekly or Custom

   3. Record scope: the option to include only records that are new or have changed intent level 

   4. Segment: select your named segment that has the filters with the attributes of the companies that you would like to include in this alert 

NOTE: Only active users are able to receive email alerts. To add a new user, please Submit a Request

6. Click Save

You’re all set! You’ll start receiving email alerts the following business day.