Lead alerts reference
Look up how visits are checked, what each lead alert action does, every limit, your monthly alerted leads, and what the alert list, visit details, and emails show.
Updated
View as MarkdownUse this page when you're setting up lead alerts and need the exact rules: when a visit is checked, what each action can change, how many people you can be alerted about each month, and what you'll see on the Lead alerts page and in the emails.
How visits are checked
| What | How it works |
|---|---|
| Who is checked | Identified people only: visitors whose email address RightMessage knows. Anonymous visitors aren't checked or identified. There's no setting to leave people out: each rule's description decides who it alerts on. |
| When a visit ends | 20 minutes after the person's last page view. RightMessage looks for ended visits every few minutes, so expect the alert shortly after that. |
| What a rule reads | The visit's pages in order, with titles and time on each page, where the person arrived from, their device, location and network, their activity in the 30 days before the visit, their segments, and their contact in your connected email platform, including tags and fields. |
| Which rules | Every rule that's on. One check judges the visit against all of them. |
| Match | A rule matches when the judgment is Match at 80% confidence or more. The visit details show the confidence for each rule. |
| New or reworded rules | Apply to visits checked after you save. Visits already checked keep the verdicts they got. |
| Repeats | After a person triggers a rule, the same rule doesn't alert on them again for 7 days before or after that visit. These visits show Repeat, no new alert, and their actions don't run. |
| Customer status | Judged as it is now. A former customer counts as a non-customer. |
| Pages first | Each visit's pages are judged before RightMessage reads the person's contact in your email platform. If no rule could match those pages, the contact isn't looked up, and the visit shows Pages only. |
| How long results stay | Checked visits are kept for 180 days. Resetting your project's analytics deletes them too. |
Visits from a data center network are flagged in the visit details. They're often automated, such as an email security scanner opening a link, rather than a person browsing.
If you see Live checking is off in this environment, so no actions run, new visits aren't being checked there, and the results on the page are test runs over past visits.
Alerted leads and volume
Each billing month, a project can be alerted about a set number of people: its allowance. Each person counts once a month, however often they come back or how many rules they trigger. Test runs, held alerts, and people who match no rule don't count.
| What | How it works |
|---|---|
| What your plan includes | Pro, free accounts, and legacy plans billing $399 a month or more include 1,000 people a month. A no-card trial includes 50, and can buy more once its paid plan starts. Other plans include none, and you choose a volume. |
| Launch period | Through November 21, 2026, every project can be alerted about at least 1,000 people a month at no charge. |
| Billing month | Starts on your lead alerts volume's billing date, or on the 1st of the month (UTC) if you haven't bought one. The meter at the top of Lead alerts shows when it resets. |
| At the limit | New matches are held: listed under Held, with no email, write-up, or actions, and no charge. Someone already alerted this month still alerts. |
| Releasing held alerts | Raising your volume releases alerts held this billing month, oldest visit first, and sends one digest email per address. Alerts held in an earlier billing month stay held. |
| Buying more | A separate lead alerts volume for the project, in Project settings > Plan & billing > Lead alerts, or Your account > Billing on a legacy plan. Only the owner or a billing manager can change it. |
Volume prices are per project:
| People a month | Monthly | Billed yearly |
|---|---|---|
| 50 | $49 | $39 a month ($468 a year) |
| 250 | $99 | $79 a month ($948 a year) |
| 1,000 | $199 | $159 a month ($1,908 a year) |
| Each 250 above 1,000 | +$49 | +$39 a month (+$468 a year) |
Volumes go up to 10,000 people a month. If your plan includes 1,000, you only pay for the blocks of 250 above it.
| When you… | What happens |
|---|---|
| Raise your volume | It takes effect right away, and held alerts are released. You're charged a prorated amount for the rest of the billing period today, or the full price if it's your first volume. During the launch period, nothing is charged until it ends. |
| Lower your volume | You keep the higher volume until the current billing period ends, then the lower one applies. |
| Switch between monthly and yearly | It takes effect right away. You're charged for the new period today, less credit for the unused part of the current one. |
| Turn on Auto-raise | When you reach your limit, RightMessage buys the next step instead of holding alerts, never above the ceiling you choose in Never go above. |
| Delete the project or transfer its ownership | Its lead alerts volume is canceled with credit for the unused time, and Auto-raise turns off. |
| Hand the project off to a client from your agency | Your agency's volume is canceled when the client accepts, and the unused time is credited to your agency's account right away. Auto-raise turns off, so the client buys their own volume if they need one. |
If a payment for your lead alerts volume fails, matches above what your plan includes are held until it's paid. Lead alerts in Plan & billing links to updating your payment method.
Rules
| Setting | Limit |
|---|---|
| Rules per project | 10, whether they're on or off. New rule is unavailable at the limit. |
| Name | Required, up to 120 characters. |
| Who you want to hear about | Required, up to 1,000 characters. |
| Actions per rule | Up to 10. A rule with no actions only lists its matches on the page. |
Rule edits save when you choose Save. The on/off switch applies immediately.
A few minutes after you create or reword a rule, it shows an estimate, such as "About 120 people a month", from judging that rule alone against a sample of the last 7 days' visits. When your plan doesn't cover that many people, the estimate includes the monthly price of the volume that would. "At least" means the sample hit its limit, so the real number may be higher.
Actions
Actions run only for a live alert, never for a test run, a repeat, or a held alert. A held alert's actions run when it's released. Each address gets one email per visit, naming every rule that matched and emails it.
| Action | What it does | Limits |
|---|---|---|
| Send email | Emails a short alert to each address. A new rule starts with your own email address. | One per rule. Up to 20 addresses, separated by commas. |
| Apply tag | Applies tags to the person's contact. | Up to 20 tags. |
| Add to list | Adds the person's contact to lists. | Up to 20 lists. |
| Set custom field | Sets one custom field on the person's contact to the value you enter. | One field per action. Values up to 500 characters. |
Apply tag, Add to list, and Set custom field only change a person who's already a contact in your connected email platform. Lead alerts never add contacts, so these actions are skipped for anyone who isn't there yet. Platforms that list their tags, lists, and fields let you pick them. Others take names, separated by commas.
An action is unavailable, with the reason, when the project has no connected email platform, when the platform needs reconnecting, or when the platform can't do it. Klaviyo segments can't be applied, so Klaviyo has no Apply tag. A Mailchimp audience is its own contact list, so adding someone would create a new contact, and Mailchimp has no Add to list.
Email platform actions remember the platform they were set up for. If the project switches to a different platform, those actions are skipped and the rule can't be saved until you choose its tags, lists, or field again.
Results
The page has three views. Alerts shows visits that matched a rule. Held shows alerts held at your monthly limit, with their count. All checked visits adds visits that didn't match, with the closest rule's verdict. Above the list, you'll see Checked visits, Alerts, and Alert rate. Until a visit has been checked, Checked visits and Alerts show a dash rather than zero.
| Column | Shows |
|---|---|
| Person | The person's email address. Select it to open their profile. Without People on your plan, it offers an upgrade instead. |
| Visit ended | When the visit ended, plus labels for what happened, such as Emailed or Tagged, or Test run. |
| Why they're a lead | A one- or two-sentence summary of why the person matters, or the visit's facts when there's no summary. |
| Rules | Each matching rule with its confidence, or Repeat, no new alert. |
| Label | Meaning |
|---|---|
| Test run | Found by replaying past traffic to test your rules. Actions don't run on test runs. |
| Held | Held at the monthly limit. No email, write-up, or actions yet, and it isn't counted. |
| Released | Held at the limit, then sent when the limit rose. |
| Pages only | No rule could match the visit's pages, so RightMessage didn't look the person up in your email platform. |
Visit details
Select a row to open the visit. You'll find:
- Full profile, which opens the person's visitor profile. Without People on your plan, it offers an upgrade instead.
- Preview email, for a visit that alerted, which shows its alert email.
- Copy to AI agent, which copies everything recorded about the visit as Markdown for an AI assistant.
- The summary of why they matter. A held alert shows why it's held instead, with Raise volume (or Choose a volume) if you manage billing.
- How each rule judged it: each rule's verdict and confidence, and what its actions did, including any that were skipped and why.
- Righty's read, written for this alert: Who they are, What they care about, Website journey, Offer & form engagement, Intent & opportunity, and Recommended next step.
- What happened: where they arrived from, their device and location, and each page they viewed, with a link to it and the time spent there.
- Before this visit: their earlier activity in the previous 30 days and their most viewed pages.
- Segments and their contact in your email platform, with its tags and fields.
The alert email
The subject is 🔥 followed by the person's name (or email address) and the rules they triggered, such as "Jordan Lee triggered 'Ready to buy'". The email includes:
- The summary of why they matter.
- How many pages they viewed, over how long, where they arrived from, and how many visits they've made in the last 30 days.
- Righty's suggested next step, when there is one.
- Their tags in your email platform.
- Up to 12 pages they viewed, with titles.
- Open their profile, which opens their visitor profile in RightMessage. Without People on your plan, Open the alert opens the visit on the Lead alerts page instead.
To change who gets these emails, edit the rule's Send email action.
Digests and usage emails
| Who gets it | When | |
|---|---|---|
| Daily digest | The rule's Send email addresses | One rule can email one address up to 25 times a day (UTC). Later alerts that day are collected into one digest, sent shortly after midnight UTC. |
| Released alerts | The rule's Send email addresses | When raising your volume releases held alerts, they arrive in one email per address instead of one each. |
| Usage at 80% and 100% | The project's billing owner | Once each per billing month, with a link to raise your volume. At 100%, it says new matches are now held until you raise your volume or the month resets. |
| Payment failed | The project's billing owner | When a payment for your lead alerts volume fails, with a link to update your payment method. |