Send Alert (editing the alert email)

[Beth_Rotach]

We're working on sending an alert once a form is completed on our website. We have gotten the alert to work and send just fine, however we can't alter what tokens are included in the alert email. We tried including lead phone number and title and it won't allow us to do that...what could we be missing?

Thanks!

[Kenny_Elkington]

You just need to embed those specific tokens into the text of your email:

Lead Phone Number: {{lead.Title}}

You should be able to pull these right out of the token selector.  Maybe if you gave a screenshot of the email it would be clearer what your issue is.

[Beth_Rotach]

Thanks!  We have this for the email:

{{SP_Send_Alert_Info}}

{{lead.Lead Owner First Name:default=No First Name}}
{{lead.Lead Owner Job Title:default=No Job Title}}

{{lead.Lead Owner Email Address:default=No Email Address}}

Here's a screen shot of the email that then comes through. Shawn is a lead and all of his information is complete...so not sure why the default text only comes through...any ideas??

[Kenny_Elkington · Accepted solution]

You're using the Lead Owner fields and not the actual lead's fields.  Look for First Name, Job Title and Email Address in the list instead of the ones prefixed with lead owner, those reference the fields from the owner's record and not the leads.

[Beth_Rotach]

Thanks Kenny!

[Anonymous]

Hi Beth Rotach​,

It should look something like this instead:

{{SP_Send_Alert_Info}}

{{lead.First Name:default=No First Name}}
{{lead.Job Title:default=No Job Title}}

{{lead.Email Address:default=No Email Address}}

{{lead.Phone:default=No Phone}}