Feature Overview

The individual Termination Alert setup enables administrators to define detailed settings for automated notifications about terminated customer outreach activities. This comprehensive configuration page allows organizations to configure alert triggers, email content, recipient settings, and delivery conditions to create targeted notification workflows that keep stakeholders informed about discontinued customer interactions.

How It Works

The termination alert detail page provides a tabbed interface for configuring all aspects of automated termination notifications:

• Basic Settings
  • Termination Alert Label: A descriptive name for this alert configuration (e.g., "Enterprise Outreach Termination", "SMB Contact Termination Alerts")
  • Termination Alerts: Enable/disable toggle to activate or deactivate this alert automation
  • Survey Collector: Select the TruVoice survey collector that alerts are associated with
• Sender and Recipients Tab: Configure who sends termination alerts and who receives them:
  • Send As: Choose between organization admin or opportunity/account owner as the sender
  • Custom Sender Conditions: Field-based rules for sender selection when using dynamic senders
  • Email Recipients: Define who receives termination notifications (sales managers, customer success teams, etc.)
  • CC Recipients: Additional team members or stakeholders to include on termination alerts
• Email Content Tab: Customize the termination alert email appearance and messaging:
  • Email Subject: Configurable subject line with token support for dynamic content
  • Email Body: Rich text editor for termination alert message content with merge tokens
  • Email Templates: Pre-built templates optimized for different termination scenarios
  • Branding: Organization logo and styling options for professional appearance
• Trigger Conditions Tab: Define which opportunities/accounts trigger termination alerts using CRM field filters:
  • Owner Status: Whether to send alerts for opportunities/accounts where owners are enabled/disabled
  • Opportunity/Account Status: Specific stages or criteria that trigger termination notifications
  • Custom Filters: Additional CRM field conditions using the search interface

The interface includes form validation, unsaved changes warnings, and test email functionality to ensure termination alerts work as expected before deployment. A change log in the footer allows administrators to view previous versions of the alert settings, providing a helpful way to review what changes were made overtime.

Use Cases

• For Admins: Configure detailed termination alert notifications to optimize communication workflows, ensuring consistent information sharing about discontinued customer interactions.
• For Sales Managers: Set up targeted termination alerts for specific teams or opportunity types to monitor outreach activities and coordinate follow-up strategies.
• For Compliance Teams: Create termination alert schedules that align with regulatory requirements and audit standards, maintaining proper documentation trails.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active TruVoice Program connected to organization
• Active CRM instance integration properly configured with account and opportunity data
• User email authorization/signatures configured for termination alert senders
• Understanding of organizational notification strategies and stakeholder communication preferences

Highlights

• Tabbed interface organizes complex termination alert configuration for easy navigation
• Rich email customization enables branded, contextual termination communications
• Comprehensive trigger conditions ensure alerts target appropriate opportunities/accounts
• Test functionality allows verification of termination alert behavior before activation

Need Help?

Contact your Customer Success Manager for guidance on configuring termination alert schedules or troubleshooting delivery issues.