Real-time notifications alert you when a visitor submits one of your Privy Convert campaigns. Notifications are set up and controlled on a per campaign and per user basis. These notifications allow you to identify and action marketing or sales opportunities quickly.
What's included in the notification?
The notification includes the visitor's name, email address, and signup time by default. Additionally, the email includes any additional custom fields that you've included in the campaign's form.
Note: Values for the default fields (e.g., Name) won't always be known (e.g., It hasn't been collected). If the information isn't available, these fields will not be included in the notification.
Who get's these notifications?
These notifications are set up and controlled on a per campaign and per user basis. Only users who have elected to receive notifications from a campaign will receive them. To ensure the delivery of your notifications, please whitelist Privy Notifications (firstname.lastname@example.org).
How do I enable notifications?
To enable notifications for a campaign:
- Navigate to Convert.
- Select the desired campaign and navigate to the Target step of the campaign builder.
- Click into the Notifications section.
- Enable the checkbox next to your information and Save.
You will now receive notifications when visitors submit this campaign. If the campaign is already active, you will only receive notifications moving forward. The notifications aren't retroactive.
What do the notifications look like?
The real-time notifications include the collected visitor information along with links to the related contact record and campaign. It will look something like this: