A Real-Time Lead Alert is a rule based notification sent from the DemandCenter to assigned DemandCenter users.
The main purpose of Lead Alerts is to inform users that a known prospect has recently visited your website and they also fit the description of your organization's criteria of a person that should be followed-up by Marketing or Sales calls.
Lead Alerts are triggered when:
- A prospect has visited your website.
- AND -
- Matched the criteria of a lead alert rule.
Typically, the criteria looks at a prospect's history or field data. For example, the person has downloaded at least one PDF. Another example might be territory alerts: if a prospect is from California or Nevada, send the alert to Sally (the Sales representative that handles those two states).
Anatomy of a Lead Alert
Below is what a basic lead alert may look like depending on how you have configured your alert design:
The look and feel of Real-Time Lead Alerts can be customized, but the Default Alert Template showcases valuable prospect activity and demographic data collected by eTrigue over the lifetime of the prospect record including:
- Buy Time
- View Details button: Links to prospect record in DemandCenter
- Push to CRM button: Links to push the record to your CRM (for integrated accounts only)
- Prospect fields:
Cumulative Visit History
- Born On Date: Date prospect was added to the eTrigue database
- Page Count: Total number of pages the prospect has visited all-time
- Length of Stay: Total amount of time the prospect has spent on tracked pages all-time
- Total Visit Count: Total number of tracked visit sessions all-time
Recent Visit Details (Includes visit session data for every visit that took place in the last 12 hours)
- Visit Date: Date of the prospect activity that triggered the Alert.
- Lead Alert Rule: Name of the rule that triggered the Alert.
- Length of Stay: Length of time the prospect spent on tracked pages during the visit session that triggered the Alert.
- Total Pages: Total number of tracked pages the prospect visited during the visit session that triggered the Alert.
- Visited From: Name of the company to which the prospect's current IP address is registered and the IP address of the prospect
- Referring URL: URL that a prospect came from prior to visiting a tracked page
- Links to specific pages visited during the visit session that triggered the alert, as well as an accounting of the duration spent per page
Recent Marketing Activity
- Sent Date: Date that the most recent email was sent to the prospect
- Campaign Name: Name of the campaign from which the most recent email was sent to the prospect
- Campaign Description: Description of the campaign from which the most recent email was sent to the prospect
- Subject: Subject line of the most recent email sent to the prospect
- Campaign Name: Name of the campaign that the prospect most recently visited from
- Campaign Description: Description of the campaign that the prospect most recently visited from
Company Announcement - A customizable text area that can be updated by your DemandCenter administrator with messaging to keep your team members up-to-date on the latest company news and events
eTrigue Quick Tip! - Displays helpful tips and best practices for eTrigue tasks and functions.
How to View More Information
If you need more information about the prospect, users can click View Details.
The button will redirect the user to a page that showcases the entire history and data of the prospect.
Push Prospects from Lead Alert to CRM
If your DemandCenter account has been configured to integrate with a CRM solution (e.g. Salesforce), the lead alerts give users the ability to push records directly into their CRM system.
Under the Prospect Details section, click Push to CRM to cause the record to be pushed over to the CRM system. The record should appear within a few minutes in your CRM system.
NOTE: DemandCenter will create Leads in your CRM system, but the prospect can match to a Contact if there is a matching email address in your CRM's database of Contacts.