Notification Rules

New Rule

Use Stage Enter for rules like “when a lead moves into needs_contact”. Use Workflow Event for event-based rules like tour_scheduled, tour_completed, etc.

Trigger Type

Destination Stage (for Stage Enter)

Event Code (for Workflow Event)

Recipient

Channel

Template

Staff Role

Campus Scope

Send Mode

Allow Edit?

Active?

Delay Seconds

Example: 300 = 5 minutes after trigger.

Dedupe Window Minutes

Target

Automatically matches Recipient.

Clear

Rules

ID	Active	Trigger	Stage/Event	Recipient	Role	Channel	Mode	Delay	Template
8	No	stage_enter	needs_contact	staff	director	sms	review	45s	staff_new_lead_sms (staff_new_lead_sms)	Edit
7	Yes	stage_enter	needs_contact	staff	director	email	auto	30s	New lead needs contact: {{first_name}} {{last_name}} (staff_new_lead_email)	Edit	Deactivate first
6	Yes	stage_enter	needs_contact	lead		email	auto	90s	Your Greatstart Early Learning South Plainfield Inquiry (lead_needs_contact_email)	Edit	Deactivate first
5	Yes	stage_enter	needs_contact	lead		sms	review	60s	lead_needs_contact_sms (lead_needs_contact_sms)	Edit	Deactivate first