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Configure Email Notifications in Web Visitors

It is simple, quick, and easy to configure email notifications in Web Visitors.

Written by Vicent Llongo
Updated this week

If you subscribe to Weekly or Daily emails for any feeds within Web Visitors, you'll see details on identified companies, campaigns, and integrations and links back to Web Visitors, right in your inbox!

Weekly emails

The Weekly summaries give you a high-level view of the number of leads you received, any action required to make Web Visitors work better for you, and any new users!

Daily emails

The daily emails give you a bit more detail on your Leads, showing the company names, logos, and visit details along with links straight to the Lead in Web Visitors.

Please note: The daily emails will always reference the previous day, and the weekly emails will detail the previous week (Monday - Sunday).

Configure your email notifications

It is simple, quick, and easy to configure email notifications in Web Visitors.

STEP 1: Log in to Leadfeeder and navigate to Personal Settings in the menu located in the upper right hand corner.

STEP 2: If you wish to edit your own email notifications, click on the Personal tab and select Email notifications. Here you can check on or off which notifications you receive. You can check to have weekly summary's for specific accounts you have access to.

For custom feed's you can choose to receive email notifications daily or weekly or not at all by clicking Unsubscribe from all notifications. The changes are saved automatically.

If you wish to up update the notifications for a users, navigate to Company > Users, find the user whose notifications you want to edit and click Notifications.

Please note: You can only configure email notifications for Web Visitors users if you have User Management Rights.

Daily email notifications are sent every morning at 9:00AM and weekly notifications every Monday at 9:00AM local time, based on the timezone that is set in your settings. These times cannot be changed.

Further notification customization

You can further customize the notifications your receive for the custom feeds you have subscribed. To do this, 'Edit' the custom feed you want to customize, then, under the Email tab, select Advanced email notification preferences.

You will see options to adjust how often these notifications are emailed to you. This functionality is available only to those with User Management Rights.

Share via email

There is also a Share via email automation option, which will send an email for every new company that is identified for the first time

If you don't want to receive an email for each company triggered by this automation, you can set your email preferences in the Email tab to receive only one weekly email for all company visits instead.

Please note: If an automation sends a company to a Leadfeeder user who has access to the account, the email includes a link to the company details in Web Visitors. If an automation sends a lead to someone who isn't a Leadfeeder user OR that user doesn't have access to the account, the email does not include a link to the company details in Web Visitors.

With so many notification options to choose from, you can find out about the companies visiting your site in a way that is convenient for you!

Difference Between Email Notifications & Email Automations

To avoid confusion, here’s a quick breakdown of how Email Automations and Email Notifications differ in Leadfeeder:

  • Email Automations

    • Send individual emails for each company visit that matches the criteria.

    • Only triggered when a company enters the Custom Feed for the first time after the automation was created.

    • For Salesforce automations: the trigger depends on whether the company is not yet connected to your CRM.

    • Can be sent to any email address, not limited to Web Visitors users.

  • Email Notifications

    • Send a summary email listing all companies that entered a Custom Feed.

    • Delivered on a daily or weekly basis, depending on your settings.

    • Can only be sent to Web Visitors users with access to the account

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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@leadfeeder.com.

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