Configure RocketBolt to create a workflow that‘s optimized for your personal preferences. Here’s an overview of the sections in your account settings where you can customize your RocketBolt experience.
My Account > Notifications > Desktop
Desktop notifications will appear in the corner of your screen even when you’re not directly using the RocketBolt app. Note that, for desktop notifications to appear, you’ll need to have RocketBolt open in browser tab.
1. Enable Notifications: Desktop notifications have to be authorized in the browser itself. When enabling them, be sure to click “allow” in the dropdown that appears at the top of your screen.
2. @Mentions: An alert when someone directly mentions you in a comment
3. RocketBolt Alerts: System and company notifications such as scheduled app downtime.
4. Astro Alerts: Help and tutorial notifications for things like new features.
My Account > Notifications > Email
1. Top Prospects Email: A daily email that appears around 7am every morning showing you your most promising sales prospects based on the previous day’s website activity.
2. Daily Summary Email: An summary of all the activity on your website from the previous day. This email won’t be sent if you’re receiving the Top Prospects email.
3. Weekly Report Email: A Monday morning summary of all the activity RocketBolt tracked during the prior week.
4. App Notification Timing: If you don't view a new app notification -- such as a comment where you're mentioned -- within a certain amount of time, you’ll receive an email. Choose to receive these notification emails in batches every hour, or receive an email instantly whenever you're mentioned in a comment.
5. Priority Lead Alert: Receive emails as soon as contacts marked as priority leads visit your website.
6. Email Link Clicks: Receive emails when a recipient of one of your emails clicks a link to visit your website.
Email Tracking > Accounts
RocketBolt’s Gmail plugin supports email tracking across multiple different email accounts.
1. Auto Contact Saving: Automatically save recipients of your emails as contacts inside your RocketBolt account.
2. Track By Default: Choose whether you want to track your emails automatically or enable it only for specific emails. Regardless of your choice, you can toggle email tracking on or off for each individual message directly inside your email compose window.
3: Enable Link Tracking: Link click tracking is enabled by default. However, since click tracking requires RocketBolt to replace your links, some people choose to disable this feature.
4. Additional Accounts: Track emails from multiple Gmail addresses inside the same RocketBolt account by adding secondary email addresses. Settings are customizable for each address.
Track the activity of leads on multiple websites by adding RocketBolt to all your web properties.
1. Description: A personal way of identifying the website. Only people in your RocketBolt account will see this.
2. Website URL: Enter the base URL and any relevant subdomains. All additional path information can be omitted.
3. Form Listening: RocketBolt will automatically “listen” for website visitors to identify themselves by entering their email addresses in any of your website’s form fields. This feature should be disabled if users are likely to be entering the email addresses of other people (e.g. an invitation platform).
Tags help RocketBolt uncover information about your leads that’s relevant to you and your sales process.
1. Personal Tags: Keywords related to your personal interests, life, and hobbies. These will be used only to help find social posts and news articles related to your leads that are relevant to you.
2. Organization Tags: Tags for your organization will be used when searching for social posts and news articles about leads for everyone in your organization.
3. Add New Tag: Create a new personal or organization tag for RocketBolt to us when monitoring your contacts.