This article reviews product enhancements released in January 2025. Read on to review these enhancements, how to find them, and where to learn more.
Saved Search Alerts for Contact Searches
We've added the ability to set up alerts for Contact searches! Set up customized email alerts to receive notifications when any new contact records flow into your saved search. Contact data is not updated as frequently as other modules, but as soon as it is you can make sure you are notified.
How to Find It:
- Navigate to the Contacts Module
- Perform any search or filtering and click “Save Search”
- Use the “Notify me via email…”check box to turn on email alerts for that search
- If you have a Contacts search loaded, you can also use the alerts toggle at the top right of the page to turn on alerts
- Navigate to the Saved Searches page to configure your alert settings for that search OR toggle alerts on.
- Use the "Alert Frequency" option to set your alert frequency for Contacts. Options available are Daily or Weekly.
- Note: Contact data does not flow in as regularly as other modules. Refer here for details on contact ingestion.
- Use the "Alert Format" option to set whether you receive an Individual email specific to that search or receive alert results in a Digest email with all other searches.
Refer to our help documentation for full details on how to turn on and configure your saved search alert settings.
