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Account Settings - Notifications

Utilize system notifications to warn your team about urgent items within LeadExec

Gabriel Buck avatar
Written by Gabriel Buck
Updated over a month ago

Overview

Notifications in LeadExec help keep your team informed about time-sensitive or critical scenarios — especially when managing multiple lead buyers. For example, you can set alerts for when:

  • A lead buyer’s cap is nearing maximum to prevent interruption of lead flow

  • A buyer’s credit card is declined to prompt timely follow-up

  • New lead orders arrive, aiding budget and resource planning

  • Buyers reject leads, helping uncover technical issues

  • A client’s order is fulfilled, indicating they may need more leads
    These are just a few instances where Notifications support effective operations. To create Notifications, navigate to Settings → Notifications.

Key Functionality

  • Cap Threshold Alerts — Get notified when a lead buyer is close to reaching their cap, helping you maintain consistent lead delivery.

  • Payment Failure Notifications — Receive alerts when a buyer’s credit card declines, allowing prompt resolution.

  • New Lead Order Updates — Be informed about incoming orders to manage marketing spend and lead flow effectively.

  • Lead Rejection Insights — Notifications when leads are rejected can highlight system issues or integration problems.

  • Order Fulfillment Alerts — Know when a client's order completes and they're ready for more leads.

How to Use This Feature

  1. Go to Settings → Notifications in the system menu.

  2. Click Create to start a new notification.

  3. Choose the notification type based on the scenario you want to monitor (e.g., cap limit, credit decline, order arrival).

  4. Optionally, provide a custom name to specify who or what the alert is for.

  5. Enable the notification.

  6. Select the recipient(s) and delivery method (email and/or SMS).

  7. Upon creation, a slide-out panel appears offering additional configuration options based on your chosen notification type.

Best Practices

  • Name Notifications Clearly — Use descriptive titles so team members understand the alert purpose (e.g., “Buyer Cap Limit Nearing”).

  • Target Appropriately — Assign alerts to roles or individuals who can act immediately.

  • Use Multiple Delivery Channels — Combine email and SMS to provide redundancy and ensure visibility.

  • Review Regularly — Keep notifications updated with changing processes or client setups to avoid alert fatigue.

Troubleshooting

  • No Notification Received?
    Verify the alert is enabled, correctly configured, and assigned to appropriate recipients. Also double-check that alert criteria align with real system conditions.

  • Incorrect Triggering?
    Review the logic and thresholds set for the notification to ensure it matches desired behavior.

  • SMS Not Sent?
    Double-check that SMS is enabled for that notification and verify any provider or formatting requirements.


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