Settings Tab - Setting up eLead Notification Emails

If your staff would like to be notified via Email when an eLead is received, your System Administrator User can turn on eLead Notification Emails by following the steps in this Article. Note: you will also need to make sure that the eLead Guest Site User is a verified email address in your system. Follow all the steps in this Article. 

 

Navigate to the Settings Tab

Choose the Email Tab

 

Scroll down to the eLead section. 

Here you will choose which Email Template is sent when... 

In all three scenarios, you will need to enter an Email Address where you would like these notifications to be sent. 

You will also select which Email Template is sent in each scenario. 

 

Once you've finished with these settings, click the blue Save button at the top of the Email Tab. 

 

 

Navigate to Setup

Then navigate to Organization-Wide Email Addresses 

Note the Email addresses in your system which have a Verified Status. Any of these email addresses can be used as the Email address for the Guest Site User. 

Next, from the Setup menu, navigate to Sites 

Click on the Site Label for the Site you'd like to be able to send eLead Email notifications from. 

Then click on Public Access Settings

Then click View Users

Then select the Guest Site user by clicking on the Full Name

In the Email field on the User page, you will need to change the Guest Site User's Email address to an Email which is a Verified Organization-Wide Email Address. 

Note: The Username remains the same and does not change. 

 

You will need to repeat Step 2 for all Guest Site Users sending in eLeads. Go back to the Sites menu and follow the steps in this section for all Sites in your system.