Sometimes we release big, new, game-changing features, and sometimes we release small improvements to existing features. This balance of big and small updates ensures the platform continues to evolve in two ways. We add new functionality but we also continuously optimize & improve existing functionality to make it even better — easier, more useful, more powerful. Feature refinements, rather than feature additions.
Today’s update is a refinement but it’s a major improvement to the “Notify someone” automation action. It allows these notifications to be helpful in a much wider range of scenarios. Now you’re able to customize these messages with personalization tags including custom fields. This feature is live in your account and ready to use!
You can use personalization tags to dynamically customize the notification’s:
- “From” name
- “From” email address
- “Send to” email address
- Subject line
- Body content
So rather than just sending a static message to a static recipient from a static email address, you’re able to insert data from any default or custom field. This allows the message to change based on the contact and the data you’ve collected.
How is this useful?
Let’s say your business uses a “refer a friend” reward system to encourage word of mouth. You want to send a notification, not to the contact, but to the person who referred the contact, to inform them that they’ve made a successful referral.
Now you can insert the email address of the referrer into the “Sent to” field. So these notifications can be sent to anyone — as long as it’s stored as a custom field on the contact’s record.
The message itself can be personalized. For example, you want to notify your team that a client has a birthday coming up so they can be sure to mention it the next time they speak with them. In the past, this email would contain a static message such as:
SUBJECT: Client birthday approaching
This client’s birthday is in three days. Be sure to reach out and wish them a great birthday and let them know we value their business.
The contact’s information, including their name and birthday, would be attached to the bottom of the notification along with all other contact data. It worked for many situations, but it wasn’t ideal. We received feedback that you wanted to be able to do more with these notifications. Now you can say…
SUBJECT: Valued client %FIRSTNAME% %LASTNAME%’s birthday is %BIRTHDAY%
%TITLE% %LASTNAME%’s birthday is in three days (%BIRTHDAY%). Be sure to reach out and wish them a great birthday. Let them know we value their business. They’ve been a valued client since %CONTRACT-START%.
How to personalize the
“Notify someone” automation action…
To get started, add the “Notify someone” action to your automation:
This will present you with a modal window with options to customize the message:
To add personalized content to any of these fields, click the personalize icon that appears to the right of the field or, for the body content, the “Personalize Message” button:
Checking the “Include a summary of the contact’s field values in the message footer” option will attach contact data to the bottom of the message including default and custom field values.
We’re interested to hear how you are using notification emails at your company. Does this update cover your usage scenario? Let us know either way.