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Email & Notification Settings

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DOT Lead Scout sends a small number of emails on your behalf: billing receipts, reminder alerts, and (on Engage+) a daily digest with leads to act on. This article explains every email type, when it fires, and how to control which ones you get.

Every Email DOT Lead Scout Sends #

Email typePlanWhen it fires
Welcome / onboardingAllWhen you first sign up.
Trial drip emailsTrialSpaced over your trial period to highlight features.
Daily digest (7-day rotation)Engage+Weekday mornings + Sunday evening (see below).
Reminder alertsEngage+At each scheduled reminder time.
Scheduled-email reminderEngage+When a scheduled email you set up reaches its send time.
Payment receiptAllAfter every successful subscription charge.
Payment failedAllWhen a card declines.
Subscription change confirmationsAllUpgrade applied, downgrade scheduled, cancellation scheduled, cancellation confirmed.
List refresh notificationsAllWhen one of your lists gets new leads from the weekly/daily FMCSA sync.

The Daily Digest Rotation Engage+ #

On Engage+, you receive one digest email per day with a theme that rotates throughout the week. The rotation prevents email fatigue by varying what each day's message focuses on:
DayThemeSent at
MondayFresh Start — top 5 leads + weekly scorecard7:00 AM your time
TuesdayChange Signals — carriers with recent FMCSA changes7:00 AM your time
WednesdayPipeline Check-In — stale leads, overdue reminders7:00 AM your time
ThursdayNew Entrants Spotlight — fresh-authority carriers7:00 AM your time
FridayWeekend Prep — 3 quick-win calls + weekly recap7:00 AM your time
SaturdayNo email — rest day—
SundayWeek Ahead Intelligence Brief — territory stats + Monday preview5:00 PM Eastern
One email per day, never two

Even if multiple cron jobs run, the system uses a per-day deduplication flag. You won't accidentally get two digest emails on the same day.

Reminder Alerts Engage+ #

When you set a reminder on a lead (call back, email, drop-in, or general follow-up), you get a notification at the scheduled time:
  • Email reminders go to the email address set in your profile's Reminder Email field (defaults to your account email)
  • SMS reminders go to the phone number set in your profile's Reminder SMS field
  • Both formats include the carrier name, lead phone (if available), and a link straight to the lead in the portal
Reminder contact must be set in Profile

If you don't set a reminder email or phone in profile settings, the reminder still appears in the dashboard widget — but no notification will fire. See 4.6 Setting Reminders.

Billing Emails #

  • Payment Receipt — sent after every successful charge. Includes a download link to the Stripe-hosted PDF invoice.
  • Payment Failed — sent when a card declines. Includes a direct link to update your card.
  • Upgrade Confirmation — sent on the instant your upgrade applies, listing newly-unlocked features.
  • Downgrade Scheduled — sent when you schedule a downgrade, with the effective date and which features you'll lose.
  • Cancellation Scheduled — sent on the day you cancel, confirming the date your access ends.
  • Cancellation Confirmed — sent on the day access actually ends, with information on how to re-subscribe later.
You can't opt out of billing emails

Receipts, payment-failure alerts, and subscription-change confirmations are operational emails — you receive them even if you unsubscribe from everything else. They're the legally-required record of what we're charging you.

List Refresh Notifications #

When one of your saved lead lists picks up new carriers from the FMCSA data sync, you can get a notification:
  • Scout lists refresh weekly (FMCSA full sync cadence)
  • Engage+ lists refresh daily — new leads appear in the dashboard the next morning
  • Refresh emails summarize the count of new carriers added and link directly to the list in the portal

Unsubscribing From Specific Streams #

Every non-essential email has a List-Unsubscribe header (one-click in Gmail/Outlook) and a footer link. Clicking either records your unsubscribe at the stream level so you stop getting that type of email going forward.

Email streams you can unsubscribe from

StreamIncludes
notificationDaily digest, reminder alerts, list refresh notifications
dripTrial drip campaign and promotional emails
new_lead"New leads available" alerts
Unsubscribes are honored immediately

Once you're unsubscribed from a stream, every send loop checks before sending. Even the digest cron skips your account — no further emails of that type until you re-subscribe.

Updated on April 29, 2026
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