Connect alerts enable you to get notified, directly to your inbox, when trigger events occur at businesses of interest to you. These changes could indicate either sales opportunities e.g. job openings or financial gains, or reasons to hold off on your outreach strategy for now e.g. branch closures or legal issues.

In this article we'll show you how to set up Connect alerts so you never miss or miss-time an opportunity again.

Please note: To set up a Connect alert you will need to have a company list saved in Dealfront to apply this alert to.

Step 1: Open Connect and Navigate to the Lists section.

Step 2: Choose the list you wish to set up an alert for. Select Configure alert from the Actions panel.

Step 3: A new alert configuration window will pop up. Check the box to enable your alert.

Please note: You can either do this at the start, or the end, once you’re happy - but don’t forget or it won’t activate.

Step 4: Add up to five different search rows, any combination of News or Signals. You can use and/or logic for your search query and choose to place text in quotation marks for exact matches. Exclude any terms you don't wish to see results for, or leave any of the boxes blank to see a generic result.

News can be either Online or on Social Media:

Signals can be any of the 33 options we track:

Please note: This is not an intelligent search but a letter-by-letter comparison. Make sure to type in the exact words you are looking for (for example the singular ‘partner’ and the plural ‘partners’)

Step 5: Define the maximum number of results you want to have in one report. Options range between 5 and 100.

Step 6: Choose whether to group your results by Date, Company or Source.

Step 7: Select how frequently you receive this alert. Choose from daily, weekly or monthly, and also what day or time suits you best.

Step 8: Hit save and you're all done!

If you made a mistake in your setup, or want to make changes at any time you can do this in two ways.

Option 1: Click the Configure alert icon from the List actions.

Option 2: Navigate to the Your Email Alerts section and select the Configure Alert icon.

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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.

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