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All Alert Templates at a Glance

All 14 ready-made templates for alert rules, grouped by category with an explanation of when each one is useful.

Written by Fabian Soldner

LeadTable offers 14 ready-made templates for alert rules. When creating a new rule, simply select a template – the metric and condition are already preset, you only adjust the numbers and recipients.

Leads left unprocessed

For situations where new leads are not being processed:

Daily list of open leads

A daily summary of all unprocessed leads across all campaigns. You can see at a glance which customers you need to follow up with – ideal as a morning overview.

Leads left untouched

For customers you want to keep a closer eye on. If a lead stays unprocessed there for too long, you get a separate notification – not bundled, but directly for this customer.

Campaign backlog

Reports every campaign in which more than 10 leads are unprocessed. Useful for spotting when a campaign is systematically falling behind.

Backlog growing

Reports customers whose number of leads in the first status has increased by 50 % compared to the previous day. An early warning sign before the backlog gets too large.

Chats left unanswered

For WhatsApp communication that has stalled:

Chat unread for 4 hours

Notifies you immediately when a lead has been waiting for a reply for four hours. Useful if fast response times are a quality standard for your agency.

Inbox filling up

Reports customers with more than 20 unread WhatsApp messages. A sign that the inbox is not being actively managed.

WhatsApp went silent

When not a single message has come in for a campaign for two days. Often the linked number is stuck or an automation has failed.

Lead intake is unusual

For unusual developments in incoming leads:

No lead for 24 hours

Usually the market is not the problem, but the ad or the form. This template alerts you after one day without an incoming lead.

No lead for 7 days for a customer

For customers with low lead volume, where a single quiet day is normal – but a whole week is not.

Too few leads in the period

When a customer receives fewer than 5 leads in 7 days. The threshold can be adjusted.

Campaign drops sharply

The number of new leads has dropped by 50 % compared to the previous week. Well suited for detecting sudden drops in a single campaign.

Poor lead quality

No lead has reached the "Opportunity" stage for 14 days. An indication that the source is delivering unsuitable leads.

Customer goes quiet

Early warning signs before a customer churns:

Customer not logged in for 14 days

An early signal of potential churn. Customers who no longer log in have often lost interest – ideal for reaching out in time.

Customer no longer processes leads

Leads are coming in, but nobody has processed them for 7 days. Often a sign that the customer is overwhelmed or lacks motivation – a good reason for a check-in.

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