Where to manage them: Settings → Notifications. Each switch saves straight away, and everything starts switched on.
Notification settings
| Group | Setting | What you get |
|---|---|---|
| Digests | Daily brief | Hot replies to chase, posts worth commenting on and a post idea |
| Weekly summary | A Monday recap of last week's outbound and content | |
| Coach emails | A short daily email with a focus for the day, at 6am your time | |
| Hot leads | Hot lead email alerts | An email when an A or B band lead replies |
| In-app hot lead alerts | A pop-up and dashboard badge when a hot lead replies | |
| Account & campaigns | Campaign notices | When a campaign has started everyone, or needs attention |
| Connection alerts | When a connected account drops and campaigns pause |
In Settings → Account → Email Notifications you can also choose whether the daily brief comes daily or weekly (Monday mornings), or turn it off, and send yourself a test.
Other emails
| When | Where to change it | |
|---|---|---|
| Daily task email | 8am your time: today's tasks, queued replies and new enquiries | Pipeline → Settings, off by default (Tasks) |
| New enquiry | When email lead capture finds one | Pipeline → Settings → Email lead capture |
| Scheduled post failed | When a post couldn't be published | Always sent |
| Trial ending | About a day before your trial ends | Always sent |
| Account emails | Sign-in links, password resets, invites, receipts | Always sent |
Hot lead emails are sent at most once per person every 7 days. For agency clients, you choose whether alerts go to you, the client or both (Agencies).
Set your timezone in Persona hub so timed emails arrive in your morning.
