Email notifications
aligned
Email Notifications allow you to quickly get alerts on new inbound calls or sms in your inbox or share call information with your clients or team members to keep everyone aligned. Email Notifications help you:
⚡️ Receive real-time alerts to promptly address missed calls.
⚡️ Easily share significant calls with your team.
⚡️ Notify clients of missed calls from lead generation campaigns.
⚡️ Access call recordings with just one click.
⚡️ Stay ahead with timely follow-ups on your quality leads.
and whatever else you want to be alerted on.
Step 1. Go to Integrations > Email Notifications
Step 2. Enter the e-mail address or addresses for which you wish to receive notifications. Check the "send separate email to each recipient" box, to send email notifications to individuals, not in CC.
Step 3. Configure your setup for Inbound Call Notifications. First, choose the automation that outlines the criteria that must be met to receive an email notification.
Our default option includes all calls but you can easily filter which calls will be sent by creating a new trigger or use an existing one.
Step 4. Then, choose the subject that will be displayed on the email you send.
You can also use dynamically populated variables as such:
To display the Tracking Number that was called use - %tracking_number%
To display the Tracking Number friendly name use - %tracking_friendly_name%
To display the Destination Number that was called use - %destination_number%
To display the Destination Number friendly name use - %destination_friendly_name%
To display the Call Outcome use - %call_outcome%
To display the Caller Id use - %caller_id%
To display the Caller Name use - %caller_name%
For Example:
Step 5. Customize the message (Greeting Text) to be sent out. You ,also, have the option to include a link to the recording if it's enabled, and decide whether you want the logo to appear. Additionally, select the call details you want in your email body. Easily customize the order by dragging them up or down, delete our default ones, or add your own by clicking "Add Row."
All changes are saved automatically. If you have done something wrong, a notification will appear.
You can create multiple configurations for your email notifications. If for example, you want for the same event, different emails to be sent to different people or teams you can do that by creating a configuration for each. Here's how it works.
Step 1. Go to Integrations > Email notifications.
Step 2. Click on the "+Add email" button on the top.
Step 3. Set up your email notification as shown in the guide above. You can have the exact same setup but change the email addresses, or you can do something completely different and have this notification be triggered by a whole different automation.
Step 4. Name your configuration, by clicking on it, typing in your new name and then clicking on the green checkmark.
Step 5. Now, when you set up a new automation or edit an existing one and you choose the Email Notification integration, you will have to choose which configuration(s) you wish enabled.
🎉 That's it! Notifications for new calls will be sent each time a call is placed in one of your tracking numbers under your account.
Stay on top of your Inbound Activity (Calls & SMS)
Email Notifications allow you to quickly get alerts on new inbound calls or sms in your inbox or share call information with your clients or team members to keep everyone aligned. Email Notifications help you:
⚡️ Receive real-time alerts to promptly address missed calls.
⚡️ Easily share significant calls with your team.
⚡️ Notify clients of missed calls from lead generation campaigns.
⚡️ Access call recordings with just one click.
⚡️ Stay ahead with timely follow-ups on your quality leads.
and whatever else you want to be alerted on.
Set up Email Notifications
Step 1. Go to Integrations > Email Notifications
Step 2. Enter the e-mail address or addresses for which you wish to receive notifications. Check the "send separate email to each recipient" box, to send email notifications to individuals, not in CC.
Step 3. Configure your setup for Inbound Call Notifications. First, choose the automation that outlines the criteria that must be met to receive an email notification.
Our default option includes all calls but you can easily filter which calls will be sent by creating a new trigger or use an existing one.
Step 4. Then, choose the subject that will be displayed on the email you send.
You can also use dynamically populated variables as such:
To display the Tracking Number that was called use - %tracking_number%
To display the Tracking Number friendly name use - %tracking_friendly_name%
To display the Destination Number that was called use - %destination_number%
To display the Destination Number friendly name use - %destination_friendly_name%
To display the Call Outcome use - %call_outcome%
To display the Caller Id use - %caller_id%
To display the Caller Name use - %caller_name%
For Example:
Step 5. Customize the message (Greeting Text) to be sent out. You ,also, have the option to include a link to the recording if it's enabled, and decide whether you want the logo to appear. Additionally, select the call details you want in your email body. Easily customize the order by dragging them up or down, delete our default ones, or add your own by clicking "Add Row."
All changes are saved automatically. If you have done something wrong, a notification will appear.
Multiple Configurations
You can create multiple configurations for your email notifications. If for example, you want for the same event, different emails to be sent to different people or teams you can do that by creating a configuration for each. Here's how it works.
Step 1. Go to Integrations > Email notifications.
Step 2. Click on the "+Add email" button on the top.
Step 3. Set up your email notification as shown in the guide above. You can have the exact same setup but change the email addresses, or you can do something completely different and have this notification be triggered by a whole different automation.
Step 4. Name your configuration, by clicking on it, typing in your new name and then clicking on the green checkmark.
Step 5. Now, when you set up a new automation or edit an existing one and you choose the Email Notification integration, you will have to choose which configuration(s) you wish enabled.
🎉 That's it! Notifications for new calls will be sent each time a call is placed in one of your tracking numbers under your account.
Updated on: 15/01/2025
Thank you!