By default, the email added to a community Contact Info will receive all notifications from your Further tools. However, if you have a team that needs to be notified of leads depending on different circumstances, for example, chosen care type by the prospect, Further provides a way to do so. 

With Further you can create notification rules that route lead notifications based on responses captured. You can set up custom criteria for the rules and make it easier for everyone to be notified of appropriate leads for them. Once you set up notification rules, the default contact for a community will only receive a notice if none of the rule criteria is met. 

The feature currently works for all lead notifications.  The daily/weekly reminders to remove a prospect from outreach will go to both emails under Contact Info and those under Contact Rules.

In this article, we’ll go over how to set up and manage custom notification rules.

Note: Only Corporate users can create and modify Contact Rules. 

• Find Notification Rules
• Add a New Notification Rule
• Edit a Notification Rule
• Delete a Notification Rule

Find Notification Rules

Select Settings in the left navigation and then Email contact overrides in the Contacts submenu. 

To find an existing rule, use the search bar at the top. You can search by the rule name or by the emails set up to receive notifications. You can filter the results with the right dropdown that will show the different Further tools responses the rule is based on.

You can see an overview of the rule information on the page. Click on the rule Name to view more information or edit the rule.

Add a New Notification Rule

Click Add New Rule in the top right. The Create new Rule window will open. Fill out the following information: 

• Name - Give the rule a descriptive title to help you recognize it later.
• Match - There are 4 options available, each one corresponds to a specific question in your Further tools which you may use to create a rule.
  • How can we help corresponds to the first question in your Further tools and based on that answer you can create a rule that will notify someone if a prospect, for example, chooses Schedule a Tour or Pricing. Module save response as must be what.
  • Who looking for is a question where you ask who the prospect is inquiring for. Module save response as must be who.
  • Care type is a question where the prospect answers what level of care they are interested in. Module save response as must be care.
  • Timing is a question where the prospect answers about the timeline. Module save response as must be timing.

Note: The required save response as should already be in your modules!  Be sure to not duplicate them on modules that do not match. 

• Condition -  There are two options: 
  • Contains - The value chosen doesn’t need to match the answer exactly, only needs to be a part of the answer. For example, if you select contains “living”, this would match both Assisted Living and Independent Living.
  • Equal - The value chosen needs to match the answer exactly for the rule to be applied.
• Value - Enter the answer you want this rule to match 
• Emails - Enter the email for notifications. You can add more than one email. To remove an email, simply click the X to the right of the email. 
• Communities - Click on the field to get a list of all communities where you can select communities you want or start typing to narrow down the list and select which communities the notification rule should apply to. You can select more than one community. To remove a community, simply click the X to the right of the email. 

When you’re done click Create. 

You can add multiple notification rules. Here are some examples of the rules:

This rule would notify all chosen email addresses when a prospect answers the first question in your with any answer that contains the word tour (the rule has a condition Contains which means that any answer that has the word tour in it, would be valid for this rule):

This rule would notify all chosen email addresses when a prospect answers with “myself” to a question “Who are you looking for?”:

This rule would notify all chosen email addresses when a prospect answers with either Assisted Living or Independent Living or any other answer with the word living in it when asked about the level of care they are interested in:

This rule would notify all chosen email addresses when a prospect answers Immediately when asked about the timeline:

Edit a Notification Rule

To edit a notification rule, click the rule Name to open its details. 

Make the desired updates for the rule. You can change any of the conditions of the rule. To remove an email or community, simply click the X to the right. You can add more emails and communities at any time. 

Click Update to save your changes.

Delete a Notification Rule

Warning: Use caution when deleting a notification rule, it cannot be undone.

Click the rule Name to open its details. 

Hit Delete in the bottom left corner to permanently remove the notification rule.