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, you will first receive an email where you have to click on the confirmation link to make sure the lead notifications will be sent. This step has to be done by all the recipients added to the list. After a user confirms, please refresh the 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, the lead notifications settings and the recipients will be kept. They will have to click the confirmation/subscription email for this newly created page in order to receive the notifications. They are not automatically subscribed. 

If you do not want to keep the same recipients, you can either delete them from this section manually or download and upload the page and not duplicate it. Doing this action does not keep the settings as a duplicate action does. For more details about downloading and uploading, you can check our article here: https://d.pr/p1NgMa. 

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: 

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.

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.