Set Up Alerts for Lead Volume Changes

Creating Lead Volume Change Alerts helps you stay ahead of major trends in your marketing performance.

You can use them to get notified when there's a significant increase or decrease in leads, so you can catch spikes, drops, or anomalies early and take action fast (e.g., Get notified if daily leads drop by more than 25%, so you can adjust campaigns before results suffer).

Configure a Lead Volume Changes Alert

To configure a Lead Volume Changes Alert:

1. Follow steps 1-2 of the Alert creation process.
2. For the Alert type, select "Lead increase or decrease."
3. In the "If Leads" section:
   • Choose which lead types the alert applies to.
   • Choose whether to track an increase or decrease in leads (e.g., "Increased by more", "Decreased by more than (%)").
   • Set the threshold that should trigger the alert (e.g., 50 leads).
   • Pick the time period for comparison (e.g., "In last 24 hours", or "Compared to same day last week").
4. In the "To" section, enter the email addresses where notifications should be sent. (Required field)
5. In the "Alert Message" section, customize the Alert message. Optionally use dynamic variables like {profile name} to auto-fill context.
   
6. Check the Alert Preview to make sure you get the desired outcome.
   
7. Finally, follow the last steps of the Alert creation process (steps 5-6) to save and enable the Alert.

Related Topics

• What is an Alert?
• Add an Alert
• Monitor and Manage Alerts in the Alerts Center
• Set Up Alerts for Tracking Number Capacity