How do I setup email alerts for Referral Leads?
At Birdeye, we understand "if you wait longer than 5 minutes to respond a lead, the odds of qualifying that lead drops by 80%". In an attempt to help businesses jump quickly on referral leads and convert them into customers, Birdeye introduces email alerts for referral leads. The new email alert feature will help businesses spring into action almost instantly, helping them close more customers than before.
SETUP EMAIL ALERTS FOR REFERRAL LEADS
Birdeye now allows you to receive an email notification for every referral lead. You will have the ability to get email alerts when a referrer sends a referral as well as when a referee fills the Birdeye form.
NOTE:
By default alert for referral lead is switched off.
To set up an email notification for referral leads, click on the 'Account' tab on the left navigation rail. Navigate to the location for which you wish to enable email notification. Hover over the corresponding 'Three dots' icon and click on the 'Manage Notifications.'
On the new page, scroll down to look for 'Referral emails', and check the box beside 'Instantly.'
Alternatively, you can also enable email notifications for referral leads by editing your notification. To enable email alerts, log in to your Birdeye account and click on the user profile icon on the top right corner of your dashboard.
From the drop-down menu, click on the 'Notifications' option. A new pop-up, 'Edit your notifications' will appear. Scroll down, looking for 'Referral emails', and check the 'Instantly' box.
UNDERSTANDING EMAIL ALERTS
EMAIL NOTIFICATIONS FOR COLD LEADS
After running a successful referral campaign, businesses are likely to receive a good number of leads. All leads, where a referrer fills the Birdeye form referring a customer are known as Cold Leads.
Emal notification for Cold Leads will have the name, email/phone number of the referee. The email notification for cold leads will look like this:
EMAIL NOTIFICATIONS FOR HOT LEADS
Once the referrals are sent, customers are likely to browse and fill the Birdeye form. All such leads where customers fill the Birdeye form directly are known as Hot Leads.
Email notification for hot leads will contain the name, email, phone number, and referee response. The email notification for hot leads will look like this:
