Send alert automation
4 min
The Send alert automation emails your team when a visitor interacts with a widget element, typically when they submit a form. The email lists the visitor's details, so sales or support can follow up on a quote request, a B2B lead or a callback form without logging in to Personizely.
Available on: all platforms.
How it works
- You add Send alert to an element, enter a Subject and one or more Email addresses.
- When the element's event happens, the event is recorded and the visitor's profile is updated with anything they just submitted.
- Personizely's servers send the email to every address on the list.
The email contains:
- the subject, prefixed with the app's name, for example "Personizely: New wholesale inquiry";
- the widget's name;
- the type of event: a form submit, a click, a success (a countdown timer or cart progress reaching its goal) or a wheel spin;
- the visitor's fields, as described below, with a link to Personizely.
Configuration
Option | What it does | Values / default |
|---|---|---|
Subject | The email subject, after the app-name prefix | Text, e.g. "A new lead submitted the lead form" |
Email addresses | Who receives the alert | One or more valid addresses; at least one required |
Only include the fields from the form | List only the fields submitted with this event. When off, every field with a value on the visitor's profile is listed | On by default |
Behavior details and limitations
- Clicks have no form fields. With Only include the fields from the form on, an alert from a button, an image or a wheel spin lists no fields, except those set by a Change field value automation on the same element. Turn the option off to include the visitor's whole profile.
- Field formatting. Checkboxes show as Yes or No, dates as YYYY-MM-DD HH:MM:SS, multiple choices as a comma-separated list. Fields are listed by their names.
- One email per event. Every submit or click sends a new alert. A visitor who submits twice triggers two emails.
- Sender. Alerts come from the app's own sending address, not from your domain. Add it to your contacts if alerts land in spam.
- No alerts in preview or for the control group. Preview records no events, and control-group visitors see nothing.
Examples
- Wholesale inquiry: Form with company name, email and phone; Send alert to [email protected] with the subject "New wholesale inquiry".
- Big win on the wheel: Send alert on the wheel's grand-prize segment, with Only include the fields from the form off, so the team sees who won.
Troubleshooting
- Alert arrives with no fields → the element isn't a form and Only include the fields from the form is on.
- No alert arrives → check spam, and confirm the element's event happens outside preview.