Configuring Conditional Content Display in Lead Distribution Notifications

Unifyr One supports the sending of notifications to your partners when you distribute leads to them. The notifications can be different, depending on whether your partners are auto-accepting leads or need to accept them manually.

You can use a display condition based on the method of lead acceptance to show/hide rows of content in lead distribution notifications.

For example, you can include Accept Lead / Reject Lead / Reassign Lead buttons in notifications if partners are manually accepting leads. If your partners are auto-accepting leads, the buttons are unnecessary and can be excluded.

1. Navigate to   > Settings > System Messaging.
2. Go to the Lead Distribution tab.
3. Create or find the required notification template, and click on it to open it for edit if required.
4. Click Edit in the Template area.
5. Select a row in the email that you want to show/hide. 
6. In the Dynamic Content area of the content builder, click Select condition.
7. Pick the Lead Auto-Accept condition.

8. Set the value of the condition: 

   • Partner auto-accepts Distributed Leads - the row will only appear in lead distribution notifications sent from the template if the partner has set up lead auto-acceptance.
   • Partner does not accept Distributed Leads - the row will only appear in notifications from the template if partners are manually accepting distributed leads.

   

9. Click Save for the template.