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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.

Rohan avatar
Written by Rohan
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 up based on your requirements.

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 potential lead or visitor engages with a 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 the companies who interacted with your website, their characteristics, behavior patterns, and other relevant metrics.

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, you may want to be notified when a high-value lead matching your ideal customer profile.

First off, you will need to have configured Lead Scoring at at the least have created a Segment.

You can then, use an Automation to send a notification to a specific colleague or team. If you need a refresher on how to use Automations, check out the guide.

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

Return visit notifications

Would you like receive a notification when a prospect or key account makes a return visit to your website?

Just like the above example, you will need a Segment of prospects or key accounts 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 the Segment you would like to use to trigger the notifications, go ahead and create the notification automation. In the example below, we are sending a notification to the key account channel in slack whenever one of our key accounts visits the website.

πŸ’‘ It's always a good idea to sit down with the teams that will be receiving (using the notifications to decide what they find valuable to be notified on. In many cases it's better to send less notifications of a higher quality as teams can often end up becoming desensitised to 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.

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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