What It Does
Important things happen in your business 24/7. SalesButler's Notifications & Alerts cover six lifecycle email templates (Welcome, Trial Ending, Trial Ended, Plan Renewed, Payment Failed, Subscription Canceled), five internal notification types (new lead, lead replied, AI escalation, campaign completed, daily summary), and customer confirmation emails for bookings and quotes. The in-app notification bell polls every 30s with an unread badge and click-to-deep-link navigation.
Step-by-Step Guide
Configure Per-User Preferences
Each user toggles which notifications they want and how they want to receive them.
Lifecycle Emails Auto-Send
Welcome, trial reminders, plan changes, and payment events email automatically.
Internal Alerts Fire
New leads, replies, AI escalations, and campaign completions create in-app notifications.
Bell Polls Every 30s
The in-app bell updates with unread count without a page refresh.
Click to Deep-Link
Click any notification to land on the exact lead, job, or invoice.
Why You'll Love This Feature
In-App Bell
30-second polling with unread badge and deep-link navigation.
Six Lifecycle Templates
Welcome through Subscription Canceled — every customer milestone covered.
Five Internal Types
New lead, lead replied, AI escalation, campaign completed, daily summary.
Per-User Preferences
Each teammate toggles notifications independently.
Customer Confirmations
Booking and quote confirmation emails included.
Mark Read or All-Read
Manage the queue with one or all-at-once actions.
Perfect For
Owners who want a daily summary of the day's activity
Sales reps who need real-time new-lead alerts
Office managers monitoring AI escalations
Customer-facing booking and quote confirmations
Lifecycle communications without writing a single email