Daily Insights Email Overview
The Daily Insights Email is an individualized message sent out in the morning to all users, in order to keep you up-to-date on your account, and provide a snapshot for your day!
On a given day, you will only receive a Daily Insights Email when you have at least one of the following:
Any New - Not Contacted Leads
Any Hot Sheet Updates
Any To-Dos set (even if they're not due that day)
If on a given day, you don't have at least one of these three listed above, you won't receive a Daily Insights Email for that day.
Through the Daily Insights Email, you'll have the ability to select the New - Not Contacted leads, the Hot Sheet updates, and the To-Dos, so that you'll be re-directed to view them in your BoomTown account!
Disabling the Daily Email
Log in to your account at leads.boomtownroi.com
Click your profile photo in the upper right, then select My Profile from the drop-down menu
Scroll to the Personal Info section and check the box beside Disable Daily Insight Emails
Make sure you save the changes by selecting the Update Info button at the bottom of the page below your email signature
If you wish to CC another email address on these notifications, utilize the Additional Emails field in your profile!
System Email Notifications
There is no way to disable these notifications as they are automatically sent by the system
PRO TIP: If you wish to prevent any of these notifications from landing in your Inbox, try creating a filter in your email account using the subject of the notification you wish to have skip your inbox.
If you wish to CC another email address on these notifications, utilize the Additional Emails field in your profile!
Email Subject | Notification Triggered By |
[ASSIGN] | You've been assigned to an existing lead (Buyer, Listing or Lender side) |
[BoomTown] Your Daily Insights | New not contacted leads, Hot Sheet updates and your To-Dos |
[CALL LOGGED] | Call logged for lead by another User and shared with you |
[IMPORT] | New lead auto-imported |
[INQUIRY] | Existing lead auto-imported |
[LEAD PROFILE UPDATED] | Contact information updated by lead |
[NOTE] | Note logged for lead by another User and shared with you |
[REGISTER] | Lead registration on BoomTown website OR Lead manually added and assigned to you |
[TRANSFER] | Lead transferred to you |
{LeadName} :: Buyer Form | Lead submits form on Buy page |
{LeadName} :: Contact Agent | Lead submits Contact Me form |
{LeadName} :: Finance Form | Lead submits form on Finance page |
{LeadName} :: Seller Form | Lead submits form on Sell page |
{LeadName} :: Showing Request for {ListingAddress} | Lead requests a showing on listing full details page |
{LeadName} :: VALUATION | Lead performs property valuation on your Home Valuation page |
{LeadName} has a question about {ListingAddress} | Lead submits Ask a Question form on listing full details page |
{LeadName} Make an Offer on {ListingAddress} | Lead submits a Start an Offer form on a listing full details page |
Smart-Drip Status Digest | Status updates to your lead(s) Smart-Drip Plans |