TRĒ Updated Contact Alerts

We first launched Contact Alerts in August 2025. We recently received a request to add a delegate option, like List Manager. We’re excited to share that the delegate option is now available.

What do you need to do?

Not a thing. This enhancement was introduced to your environment today.

What should I expect to see?

You will now see the delegate fields on the Alerts page under the Configuration tab

Please note that you need to OPT-IN for Alerts. By default, all your Colleagues are deselected.

To OPT-IN, simply select the Colleague and assign a frequency for the Alert. Alerts trigger at 9:00 am Central Time. The selected frequency will apply to all Colleagues.

Once you’ve Opted-In, at the selected a frequency, you will receive a Contact Alert like this:

You then have the op<on to update and/or download all or specific contacts.

What’s Next?

We appreciate your input, as it continues to help us shape the future of TRĒ. Please let us know what you think about this enhancement, and if there were others you would like to see.