Action: Admin Notification
The Admin Notification action sends an email notification to a specified admin or user whenever a contact reaches this step in the funnel. This action is useful for keeping team members informed about important contact activities or updates within your Groundhogg workflows.
Scenario:
Suppose you sell premium software subscriptions and want your sales manager notified when someone selects the $500/month plan on your website’s Groundhogg form. The funnel tags the contact as a "Premium Lead," triggering an Admin Notification to salesmanager@yourcompany.com and {owner_email} with the subject New Premium Lead: {full_name} and a message: "Hi Team, New lead: {full_name}, {email}, Premium Plan, {date}. Follow up ASAP! -Groundhogg." When "Jane Doe" submits, the manager gets an email titled "New Premium Lead: Jane Doe" with her details, ensuring a swift response to this high-value prospect.
- Add the Action to Your Funnel
- Click the (+) Add Action or Drag and drop the "Admin Notification" action into the funnel flow.
Once you've added the action to your funnel, click on it to open the settings panel.
- Recipient
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In the "Send to..." field, enter the email address(es) of the admin or user(s) who should get the notification, with the option to search and add multiple recipients; the contact’s assigned owner is included automatically by default.
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- Select the Type of Note
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In the "Reply to..." dropdown, choose the reply to address you want to add. The options are:
- Contact email: Reply to Contact's email address
- Contact owner's email: Reply to the email of the Contact's owner.
- Custom email: Reply using a custom email address.
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- Add the Subject line
- Define the email subject line. This can include replacement codes like {full_name} or {email} to personalize the notification.
- Add the Content
- Write the content of your notification. This field uses a WYSIWYG editor, which provides formatting options such as bold, italic, lists, and more.
- You can also use Replacement Codes to dynamically insert contact-specific information (e.g., {first_name} to include the contact's first name).
- Additionally, you can use Note Templates to quickly insert pre-defined note formats.
- Show Admin Links
- Check the "Don't show admin links to the contact record in the notification." if you would like to exclude admin links from the email, which might be preferable if you want to limit direct access to the contact record for security reasons.
- Custom Note Area
- To the right of the settings is a custom note area for this step. This area allows you to add any additional details or instructions specific to this action.
- Publish Your Changes
- Once you've configured the settings, be sure to click the Publish Changes button to save your updates.
An entry will be added to the Activity log.
