If you’ve ever missed a hot sales lead because it sat in your inbox too long, you know how frustrating that is. This guide is for anyone using Floqer who wants to catch every opportunity the second it pops up—no more “whoops, I missed your message!” moments.
Floqer can send you real-time notifications when something important happens (like a new sales inquiry or form submission), but the out-of-the-box setup isn’t always obvious. Let’s walk through the whole process, step by step, including what’s actually useful, what to skip, and how to avoid notification overload.
Why Real-Time Notifications Matter (and When They Don’t)
Let’s be real: not every update needs to ping your phone at 2 a.m. But for sales, speed matters—people move on quickly, and the first reply often wins. Real-time notifications help you:
- Respond to leads before they cool off
- Quickly assign follow-ups
- Stay on top of urgent issues (not just “FYI” updates)
But too many notifications? You’ll start ignoring them, and that’s worse than having none at all. The trick is to set up just the alerts that matter.
Step 1: Decide What You Actually Want to Know About
Before you touch any settings, get clear on what counts as “can’t miss.” For most sales teams, that’s:
- New form submissions or demo requests
- Incoming chat messages from prospects
- Major status changes (like “deal closed,” or “lead lost”)
Skip low-value stuff like every time someone views a page or updates a profile. If you try to get notified about everything, you’ll wind up paying attention to nothing.
Pro tip: Ask your team, “What have we missed in the past that burned us?” Build alerts for those events, not for every possible action.
Step 2: Find Notification Settings in Floqer
Floqer’s notification controls are in a few places, depending on what you want to track. Here’s how to get there:
- Log in to Floqer.
- Click your profile picture or initials in the upper right.
- Select Settings from the dropdown.
- Go to the Notifications tab or section.
If you’re managing notifications for a specific pipeline, form, or integration, look for a gear icon or “More options” menu next to that specific workflow.
Heads up: Some notification types are global (apply to your whole account), while others are per-workflow. If you don’t see the option you want, check both places.
Step 3: Pick Your Notification Channels
Floqer usually offers a few ways to get alerts:
- Email: Good for less-urgent updates or if you live in your inbox anyway.
- Mobile push notifications (if you’ve got their app): Fastest for on-the-go, but can be annoying if overused.
- SMS: Rare these days, but super fast if you need it.
- In-app: Fine if you’re glued to Floqer all day, but easy to miss if you’re not.
Choose what actually fits your workflow. For most salespeople, mobile push (for urgent stuff) plus a daily email summary (for less-urgent stuff) is a good combo.
Be honest: If you always ignore email alerts, don’t bother setting them up. Go for what you’ll actually check.
Step 4: Set Up the Triggers
This is where you tell Floqer when to ping you. Typical triggers include:
- New lead created
- Form submitted
- Status changed to [whatever matters to you]
- Assigned to me
Here’s how to set up a trigger:
- In the Notifications section, click Add Notification or Create Rule.
- Choose the event you care about (e.g., “New Sales Lead”).
- Pick who should get alerted (just you, your whole team, or someone specific).
- Select the channel (email, push, etc.).
- Save the rule.
If Floqer supports “conditions” (like only notify me if the value is above $10,000), use them. Otherwise, you’ll get pinged for every small fish and waste your time.
What to skip: Don’t enable “notify on every edit” unless you like chaos. Focus on new or high-impact events.
Step 5: Test (Don’t Just Hope It Works)
Too many people set up notifications and assume everything will be fine. Don’t do that.
- Submit a real test lead or action.
- Verify you (and/or your team) get the alert on the correct device.
- If you don’t, double-check your settings and spam/junk folders.
If you’re working with a team, have each person test with their own device and channel. Everyone’s email filters and notification settings are different.
Pro tip: Set a calendar reminder to review notification settings every couple of months. Things change, and so do your priorities.
Step 6: Avoid Notification Overload (and Team Mutiny)
Getting pinged 38 times a day isn’t “responsive”—it’s a recipe for burnout. Here’s how to keep things sane:
- Limit notifications to high-priority actions.
- Use “mentions only” if Floqer offers it (i.e., only get pinged if someone tags you).
- Encourage your team to fine-tune their own settings—don’t try to micromanage everyone’s alerts.
- Turn off notifications you consistently ignore. There’s no shame in it.
If your team starts ignoring alerts: That’s a sign you need to cut back. Quality over quantity, always.
Step 7: Advanced: Integrate with Other Tools (If You Must)
Floqer can sometimes push notifications to other platforms (like Slack, Teams, or your CRM). This can be great if your team actually lives in those tools. If not, it’s just another place for alerts to get lost.
- Check if Floqer has built-in integrations.
- If not, look for a Zapier or webhooks option.
- Test carefully—integrations are notorious for flooding you unless you set specific triggers.
Only bother with this if your team’s workflow demands it. Otherwise, keep it simple.
What Works, What Doesn’t, and What to Ignore
What works:
- Setting up notifications for just the key sales triggers.
- Using push notifications for real urgency, not every update.
- Reviewing and tweaking settings regularly.
What doesn’t:
- Not testing your setup.
- Not involving your team in deciding what’s important.
- Letting every little change send an alert.
Ignore:
- Notifications for “FYI” stuff you’d never act on.
- Features that sound cool but add noise (e.g., “notify on every status change” unless you truly need it).
Keep It Simple (and Keep Tweaking)
Real-time notifications in Floqer can save you from missing out on sales, but only if you set them up with some thought. Start with the basics, focus on what matters, and don’t be afraid to turn things off if they’re not helping.
If you’re not sure, start with less—add more only when you actually miss something. The best notification setup is the one you barely notice—because it only pings you when it truly matters.