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How to configure reports and notifications
How to configure reports and notifications

Would you like a report on specific types of leads or real-time notifications when an ideal new lead visits your website.

Jerre avatar
Written by Jerre
Updated over a week ago

This guide will outline the differences between reports and notifications, plus run you through the steps to set both of them.

This is how we differentiate between notifications and reports πŸ‘‡

A lead or website visit notification is a real-time alert or message notifying relevant individuals or teams when a new or return lead visits the website.

A report is a comprehensive summary of the data and insights captured by Snitcher over a specific period. This report provides a detailed analysis of companies that interacted with your website, their characteristics, behaviour patterns, and other relevant metrics.

Before setting up notifications, you will need to have some saved segments.

New lead notifications

To configure notifications on new leads, you will need to determine the type of company visit that warrants a notification. For example, getting notified when an ideal lead visits.

πŸ‘‰ First off, you will need to create a Segment.

πŸ‘‰ Use an Automation to send the notification.

If you need a refresher on how to use Automations, check out the guide. In this example whenever a new 'High Intent ICP' lead visits the website a Slack notification will be sent to the channel 'new-icp-leads'.

πŸ’‘ Want the notifications sent somewhere other than email or Slack? Use Zapier to send them wherever you need them.

Return visit notifications

To receive a notification when a prospect or key account makes a return visit to your website πŸ‘‡

Just like the above example, you will need a Segment to configure the notification on. There are a couple different options to create the Segment you need.

πŸ‘‰ Account lists

Next up, you will need to decide what actions a prospect / key account needs to take to trigger a notification.

Here are a few examples of using Account lists in combination with behavioural actions to configure notifications (you can also configure notifications on any website visit).

βœ”οΈ Visit to a specific page e.g. services and or pricing

βœ”οΈ Number of pages viewed

βœ”οΈ Time on site

When you have decided on what to trigger the notification on, go ahead and create the Automation. In the example below, we are sending a notification when a lost deal visits the website to a Slack channel for lost-deals.

πŸ’‘ It's always a good to sit down with the teams receiving notifications and decide what they find valuable. Often it's better to send fewer higher quality notifications. Teams often end up desensitised by too many notifications that don't hold value.

Configuring reports

Once again, you will need to have created Segments to set up reporting (yup, it's really all in the segments).

To get started, determine the key metrics and data points you want to track and report on. This could include company firmographics such as industry, behavior patterns, or any other insights that align with your marketing and sales objectives.

We like to configure reports for the following Segments.

πŸ‘‰ New ideal customer profile leads

πŸ‘‰ Customers

πŸ‘‰ Prospects or active deals

πŸ‘‰ Lost or old deals

πŸ‘‰ Key accounts

Reports are available in the following formats: PDF, Excel, CSV, or you can get an overview in the dashboard analytics page.

If you would like to Dashboards for analytics and reporting then check out our Pre-made Looker Studio Reports.

1️⃣ Settings -> Automated reports

2️⃣ Select the Segment to be reported on

3️⃣ Select the recipients

4️⃣ Subject line

5️⃣ Decide on the frequency (e.g. weekly or daily)

As always, please feel free to drop usa message with questions, inspirations, frustrations or just top say hello, Team Snitcher signing off πŸ‘‹

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