You can customize the notification emails you receive about leads for your communities. In this article, we’ll go over the different notification emails and how to set them up.

Note: Only Corporate users can update these settings.

Locate Email Settings

To get started, click Settings in the left menu.

Look for the Emails submenu.

All of your settings can be found here.

Notifications About Each New Lead

To receive a notification every time a new lead is created in Further, click Notification about each new lead under the Emails section.

You can now select what communities you want to update notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and the Notifications about each new lead window will open. Select On if you want a notification sent each time a new lead is created. Select Off if you do not want notifications for each new lead creation. Click Save to keep your changes.

You can select more than one community. To change multiple communities at once, click the checklist button in the top left.

Checkboxes will appear for each of the communities. Mark all of the desired boxes and then select Edit Multiple in the top window. To select all of the communities on a page, mark the top checkbox. If you want to select more than the 30 that will display on the page, click Select all communities in the top window.

Select the desired notification option for the communities and then hit Save.

Notify When a Lead Returns to the Website

When a lead returns to your website more than 24 hours after their initial inquiry, you can have a notification sent to your sales team. Don’t worry though, if a lead visits the site multiple times in one day, only one notification will go out for a 24-hour period. An example of the notification is shown below:

Note: If a lead returns to your site and interacts with a Further tool, a repeated inquiry notification will be sent instead - the subject line of the email will indicate this.

To set up this notification email, click the Notify when a lead returns to the website.

You can now select what communities you want notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and select Yes and Save to turn on notifications for that community.

You can set up the alerts for more than one community. To change multiple communities at once, click the checklist button in the top left.

Select the desired notification option for the communities and then hit Save.

FAQ in Emails

To provide a quick link to additional information about leads and how they work in your notifications, you can include a list of frequently asked questions (FAQs) at the bottom of every notification email. An example of a lead notification with FAQs is shown below:

If you would like to include the community’s FAQs in notification emails, click FAQ in emails under the Emails section.

You can now select what communities you want to update notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and the FAQ in emails window will open. Select On if you want the FAQ list to be included in notification emails. Select Off if you do not want FAQs included. When you’re done, click Save.

You can select more than one community. To change multiple communities at once, click the checklist button in the top left.

Select the desired notification option for the communities and then hit Save.

Indicator of High Chance to Move-In

Further’s new AI analytics can offer insights into how likely a lead is to move-in based on their conversation history. See the example below with an insight sample:

If you would like these insights to be included in your notification emails, click Indicator of high chance to move-in under the Emails section.

You can now select what communities you want to update notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and the Indicator of high chance to move-in window will open. Select On if you want notifications to show whether a lead is likely to move in. Select Off if you do not want the indicator in notification emails. Click Save when you’re done.

You can select more than one community. To change multiple communities at once, click the checklist button in the top left.

Select the desired notification option for the communities and then hit Save.

Conversation Insights in Emails

If you would like these insights to be included in your notification emails, click Conversation insights in emails under the Emails section.

You can now select what communities you want to update notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and the Conversation insights in emails window will open. Select On if you want to show the additional data in notifications. Select Off if you do not want the extra details presented in emails. Click Save to keep your changes.

You can select more than one community. To change multiple communities at once, click the checklist button in the top left.

Select the desired notification option for the communities and then hit Save.

Custom Note in Emails

To include additional information in lead notification emails, you can add a custom note. See the image below of a notification with a custom note:

Set up custom notes by clicking Custom note in emails under the Emails section.

You can now select what communities you want to update notifications for. You can use the Status dropdown to filter communities or the search bar to locate one quickly.

Click on a community and the Custom note in emails window will open. Select On if you want to include a custom note in emails. Select Off if you do not want a custom note included. Click Save to keep your changes.

You can select more than one community. To change multiple communities at once, click the checklist button in the top left.

Select the desired notification option for the communities and then hit Save.

Customize Email Subject Lines

With the help of your Further team, specific notifications, as outlined below, can be customized to pull community information into the subject line via a placeholder, allowing your team to see quickly if the notifications apply to them. We currently offer the following placeholders:

New Inquiry from:

city
current month
community name

Default Subject Line: New Inquiry from {lead_name} for {community_name}

New Message from:

lead name
care type
community name

Default Subject Line: New Message From {lead_name}

Requested Tour!:

lead name
care type
community name

Default Subject Line: Requested Tour! {community_name} Lead - {care_type}

Requested Call!:

lead name
care type
community name

Default Subject Line: Requested Call! {community_name} Lead - {care_type}

New Job Applicant:

city
month
community name

Default Subject Line: New Job Applicant {current_month}!

Note: Applying community placeholders to your notifications will need to be set up by the Further team. Either contact your Customer Success Manager or submit a ticket to us at Support@talkfurther.com.

Create Automated Sales Workflows Through Email Subject Line Customization

Locate Email Settings

Notifications About Each New Lead

Notify When a Lead Returns to the Website

FAQ in Emails

Indicator of High Chance to Move-In

Conversation Insights in Emails

Custom Note in Emails

Customize Email Subject Lines

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