Manage The Notifications You Receive From Marketing 360®

Manage The Notifications You Receive From Marketing 360®

As a Marketing 360® user, you can customize the notifications you receive from your Marketing 360 Account. 


Manage Email Notifications

Manage your notifications by taking the following steps: 
  1. Click the user icon in the top right corner, then select My Profile.
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  2. Click on Notification Settings.
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  3. Customize your notification settings by selecting what notifications you wish to receive, and how you wish to receive them. 
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Receive SMS Notifications

You may receive text notifications as alerts if you’d like, but you must opt into this service per the Telephone Consumer Protection Act (TCPA). The text message content matches existing in-app notifications.

  1. Add a phone number
    1. Click the user icon in the top right corner, then select My Profile.
      Screen_Shot_2022-01-31_at_5.25.13_PM.png
    2. Click Edit Profile.

    3. Enter a Primary Phone Number, then click Save Changes.
       
      NOTE: This notification will not be enabled unless you provide a primary phone number. You will see this alert if a number is not provided.

  2. Turn on text notifications using the steps above. You can receive text notifications for the following options: 
    1. Contact Assigned Updated
    2. Contact Assigned (this is essentially “new contact”)
    3. Contact Updated
    4. Lead Archived
    5. Lead Assigned Updated
    6. Lead Converted
    7. Lead Assigned (this is essentially “new lead”)
    8. Lead Updated
  3. Assign yourself to Leads and Contacts
    1. You must be assigned to a lead or contact to receive the text notification.
    2. Create a new lead or contact and select yourself from the dropdown menu in “Assigned to”.

    3. Or, edit any existing lead or contact and add yourself in the "Assigned" column.
    4. If you want to be notified of incoming leads, you need to add yourself to receive notifications on the form submission. Follow the steps in this support guide.
  4. Unsubscribe/resubscribe via text message
    1. Reply “STOP” to unsubscribe to notifications.
    2. Reply “START” to opt back in. If you cancel and resubscribe, you’ll receive a confirmation text.

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