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Confirm your contact information for notifications, and adjust your overall lead and notification settings.
Make sure that Zap has the best phone number and email address to reach you to send you new leads and notifications.
You will receive a phone call to alert you to a new lead that the system is sending you. If you miss the call, and your company is using claim times, you can receive a text (as well as email and voicemail) notification which will allow you to reply to accept the lead. If you’d like to receive these text messages, switch the toggle labeled “Texts on?” from grey to green.
You can set the days and times that you are available to receive leads. To do so, follow these steps.
When you add a new Contact to Zap, you can send them a welcome email encouraging them to get started using your website. You can also resend this email from the Contact Profile for your Contact at a later date.
In the field under Manual Lead Welcome Email, you can modify the default message included in this email.
Auto Lead Welcome Email
New and reassigned leads that come into Zap from an external, non-Zap website can also receive a welcome email so that they can get started on your Zap site. To turn this automatic email on or off, use the toggle under Auto Lead Welcome Email.
You can manually send the welcome email, or resend the welcome email. From the Contact Profile, click on Actions, then Send Welcome Email. You'll have the opportunity to edit the message to your Contact.
In addition to notifications of new leads for you to accept, you can also receive notifications from Zap, including:
You can confirm that these are turned on or turn them off using the toggles to the right of each item. Click on the toggle to switch the notification on (green) or off (gray).
You can also elect the way that you want to receive the notification. To the right of the toggles, select the notification method you prefer: email and text message, email only, or text message only.