Lead Notification Emails

If you want to reach out to your leads as fast as possible, we recommend setting up email notifications that will reach your inbox each time a visitor submits a form.

Please note that lead notifications are set up individually for each experience. They cannot be set in bulk for all the experiences of a page or for multiple pages at once.

1. Navigate to the Leads Notifications screen

You can take two different routes to get there, as explained below.

Route A:

1. In the Landing Pages tab, click the name of the page

2. Click on Integrations

3. Click on Leads Notifications

Route B:

1. In the Landing Pages tab, click the three-dot menu next to the page name

2. Click on Leads

3. Click on the page name at the top and then select the name of the experience as well. This will be Default Experience for people who do not use Personalization.

4. Click on Notifications in the top right corner. 

2. Add the recipients 

In the Recipients field, add the email address where you would like to receive the notifications. You can add multiple email addresses by adding a comma between each one. You can add up to 15 email addresses to the list. 

After you click Save, Instapage checks whether each recipient has to confirm the subscription to lead notifications:

• Workspace owner and active team members: If the recipient email address belongs to the workspace owner or to an active team member, the recipient is subscribed automatically. Instapage does not send an opt-in email to these recipients, and they do not have to confirm anything. An active team member is a team member who has accepted the invitation to the workspace. To learn how to invite team members, see How to manage the team members of a workspace.

• All other recipients: Any other recipient receives an opt-in email (also called the confirmation email) and has to click the confirmation link in that email. Lead notifications are sent to this recipient only after the recipient clicks the confirmation link.

After a recipient confirms the subscription, refresh the Lead Notifications page before sending a test lead.

If a recipient has not clicked on the confirmation link yet, you can hover over their email, and a message will be shown confirming the status:

To ensure that the lead notifications reach your inbox, make sure to whitelist no-reply@mailserve.io and notifications@mailserve.io for branded lead notifications and/or no-reply@app.instapage.com and notifications@instapage.com for regular lead notifications, including support@instapage.com and help@instapage.com .

The confirmation email will look something like this:

When duplicating a page, a pop-up will appear, and you can confirm whether the lead notification settings should be kept, along with other settings. If you keep the lead notification settings, the same subscription rules apply to the newly created page: the workspace owner and active team members are subscribed automatically, and all other recipients have to click the confirmation link in the opt-in email sent for the newly created page in order to receive its notifications.

3. Customize the notification style

Instapage allows you to easily send branded email notifications to your customers because controlling the brand experience that your customers have with your company is incredibly important. You have invested considerable time and effort to nurture client relationships and build a strong sense of rapport. Sending them notifications of successful lead acquisitions should reinforce and enhance that relationship, not undermine it. 

To customize the notification email, you have to click on My Brand. Here you can personalize the notifications email by adding your own Name, Subject, and Logo to match your own brand. You can also edit the email address in the Reply To field so that the replies to lead notifications reach you instead of our email address that sends them. 

Advanced users can also modify or upload their own custom HTML file: 

Add form field values to the email subject and body

You can add the value that a visitor submitted in a specific form field, such as the visitor's first name or company name, to the subject and to the body of the lead notification email. For example, a subject line that contains the lead's company name helps you recognize, sort, and filter lead notification emails in your inbox.

To do this, you use a form field placeholder. A form field placeholder is the label of a form field, written in a specific format and wrapped in double curly brackets, for example {{FIRST_NAME}}. When a visitor submits the form, Instapage replaces the placeholder with the value that the visitor entered in that form field.

You can use form field placeholders in two places:

• Email subject: Under My Brand, type the placeholder in the Subject field.

• Email body: Under My Brand, turn on Custom HTML and type the placeholder in the HTML code, where you want the value to appear.

The {{FORM_DATA_TABLE}} placeholder (Form Data Table in the Insert Variable menu of the Custom HTML editor) adds all the submitted form data to the email body as a table. A form field placeholder adds the value of one form field only. Form field placeholders are not listed in the Insert Variable menu, so you have to type them yourself.

How to write a form field placeholder

1. Take the label of the form field exactly as it appears in your form, for example First name. To learn where to find and edit form field labels, see The Form Builder and Form Library.

2. Change all the letters to capital letters: First name becomes FIRST NAME.

3. Replace each space with an underscore (_): FIRST NAME becomes FIRST_NAME.

4. Wrap the result in double curly brackets: FIRST_NAME becomes {{FIRST_NAME}}.

The table below shows examples of form field labels and their placeholders:

Example: if the Subject field contains New lead: {{FIRST_NAME}} from {{COMPANY_NAME}}, and a visitor named Jane submits the form with the company name Acme, the lead notification email arrives with the subject New lead: Jane from Acme.

You can also Preview and Test how the email notification will look. 

This will open a window where your account email will be present by default, and you can send a test. One thing to note is that the email added here is just for testing purposes; it will not be saved as a recipient, and you should add it above if you should receive the notifications as well.

Note

Manager permission level is required to manage notifications from within the form submission section.

How can I unsubscribe from Lead Notifications?

You will find an Unsubscribe link at the bottom of any actual lead notification that you received. Click the link to select whether you would like to unsubscribe from that page, the entire workspace, or all lead notifications, and save your preferences.

The Unsubscribe link is available to every recipient, including the workspace owner and active team members who were subscribed automatically.

What happens when I unsubscribe from lead notifications?

When you unsubscribe from lead notifications, you will no longer be notified when a lead has submitted the form on that page. 

If you wish to subscribe again, the account owner or someone with Manager permission level can add you back as a Lead Notification recipient for the page. You will have to confirm your subscription to lead notifications again. If you have Manager permission, you can add yourself back to the list and then look for the confirmation email in your inbox.

If you have someone with coding knowledge, you can make changes to the lead notifications and add or remove recipients from more pages at once using the endpoints provided by our API solution, as shown here: https://d.pr/xofnya. 

Note for Convert Solution customers who are using multiple experiences

The leads are collected separately for each experience, and, as such, the setup above will need to be done individually for each experience.