How to setup Lead Notification

Lead Notifications allow you to instantly alert your team when a new lead is generated in Dealer Studio. You can send notifications to one or multiple team members and filter them to specific enquiry types or bookings (also known as Lead Categories).

Before You Begin

The CMS/Dashboard has two levels:

• Dealer Level – where Lead Notifications must be created

• Website Level – for website-specific content

Make sure you are on the Dealer Level before setting up notifications.

Step 1: Navigate to Lead Notifications

1. From the Dealer Level, go to the left-hand sidebar.

2. Select Settings.

3. Under Communications, click Notifications.

4. In the top-right corner, click Add Notification +.

Step 2: Select the Notification Type

You will see a list of available notification types.

For this guide, we will focus on Email notifications—used to send lead alerts to one or multiple email addresses.

1. Click Email.

2. A form will appear where you can configure your notification.

Step 3: Fill Out the Notification Form

Below is an explanation of each field and how to configure it.

1. Users

• Select the user(s) who should receive the lead notification.

• Suggestions may appear, but you will usually need to search by name or email.

• If a user does not appear in the list:

  • Ensure they are added in the CMS (refer to Team Dashboard: A Quick Guide)

  • Or manually type their email in the Emails field (not recommended, as manual emails do not sync with user updates)

2. Emails (Not recommended)

• Allows you to manually enter email addresses if needed.

• Use only if a recipient cannot be added via the Users field.

3. Lead Categories

Filter which types of leads will trigger this email notification.

Example:
If Adam handles anything related to Service, select:

• Service Enquiry

• Service Booking

This ensures he only receives notifications relevant to Service-related leads.

4. Website

• Choose the website associated with the lead source.

• This filters the notification to leads originating from a specific dealership site.

5. Location

• Select the dealership location the lead should be pulled from.

• Helps ensure notifications are routed accurately if you manage multiple locations.

6. Lead Sources

Filter leads by their origin, such as:

• Website

• Facebook

• Phone Call

• Third-party integrations

This allows you to tailor who gets notified depending on where the lead comes from.

7. Subcategories (Advanced)

Some lead categories have subcategories.

Example:

• Team Member Enquiry → Subcategory: Career Enquiry

This field can be complex and is generally recommended to leave blank unless you have a specific need.

Step 4: Save the Notification

Once all required fields are completed:

• Click Save.

Your new Lead Notification will appear in the list/table on the Notifications page.

Step 5: Manage or Disable Notifications

For each notification:

• Click Edit to update settings.

• Toggle Disable to temporarily turn off the notification.

• Use Duplicate to clone the notification for another team member or category.

• Use Destroy to permanently delete it.

That’s It!

Your Lead Notification is now active and will immediately alert selected recipients whenever a matching lead is generated in Dealer Studio.

Make sure to double-check your filters to ensure the right team members receive the right notifications.

Good luck, and happy notifying!