Feature Overview

The individual Exclusion Alert setup enables administrators to define detailed settings for automated notifications about opportunity exclusions from feedback requests. 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 feedback exclusion activities.

How It Works

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

• Basic Settings:
  • Exclusion Alert Label: A descriptive name for this alert configuration (e.g., "Enterprise Opportunity Exclusions", "High-Value Deal Exclusions")
  • Exclusion 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 exclusion alerts and who receives them:
  • Send As: Choose between organization admin or opportunity owner as the sender
  • Custom Sender Conditions: Field-based rules for sender selection when using dynamic senders
  • Email Recipients: Define who receives exclusion notifications (sales managers, Sales and Revenue Operations, etc.)
  • CC Recipients: Additional team members or stakeholders to include on exclusion alerts
• Email Content Tab: Customize the exclusion alert email appearance and messaging:
  • Email Subject: Configurable subject line with token support for dynamic content
  • Email Body: Rich text editor for exclusion alert message content with merge tokens
  • Email Templates: Pre-built templates optimized for different exclusion scenarios
  • Branding: Organization logo and styling options for professional appearance
• Field and Value Triggers Tab: Define which opportunity exclusions trigger alerts using CRM field filters:
  • Owner Status: Whether to send alerts for opportunities where owners are enabled/disabled
  • Opportunity Status: Specific stages or criteria that trigger exclusion 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 exclusion alerts work as expected before deployment. A dropdown menu in the footer allows administrators to 100view previous versions of the alert settings, providing a helpful way to review what changes were made overtime.

Use Cases

• For Admins: Configure detailed exclusion alert notifications to optimize communication workflows, ensuring consistent information sharing about feedback collection exclusions.
• For Sales Managers: Set up targeted exclusion alerts for specific teams or opportunity types to monitor feedback collection activities and coordinate follow-up strategies.
• For Compliance Teams: Create exclusion 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 exclusion alert senders
• Understanding of organizational notification strategies and stakeholder communication preferences

Highlights

• Tabbed interface organizes complex exclusion alert configuration for easy navigation
• Rich email customization enables branded, contextual exclusion communications
• Comprehensive trigger conditions ensure alerts target appropriate opportunity exclusions
• Exclusion-triggered delivery provides immediate awareness of feedback collection changes
• Test functionality allows verification of exclusion alert behavior before activation

Need Help?

Contact your Customer Success Manager for guidance on configuring exclusion alert schedules or troubleshooting delivery issues, or TruSales Support if you experience any technical issues with this page.