What are Alerts?
The Alerts feature enables you to provide system-generated email alerts for your data. There are three places in the platform where you can create these alerts.
Where can I Create Alerts?
You can create one or more alerts from:
- The Alerts page on the Reports menu under Performance Tracking
- On the individual widgets in a custom dashboard
- On the individual goals on the goals page
Create an Alert From the Reports Menu
1] Under Reports, click Alerts.
2] Click Add Alert in the top right corner.
3] The New Alert page will open. To start, give a name to the alert.
4] Choose the data source and data view.
5] If necessary, assign the alert to a specific business unit and campaign/campaign group.
6] Set the group-by in the Evaluate Each drop-down.
7] Select the Evaluation Period.
8] Set the rules for the alert.
9] You can add multiple rules for the alert by clicking the plus sign.
10] Select the recipients for this alert (these are users only).
11] When finished, click Save at the bottom of the page.
Create an Alert on a Dashboard Widget
1] Go to the dashboard widget you want to set an alert for.
2] Click the three dots in the top right corner of the widget.
3] Click Manage Alerts.
4] The widget Alert Page will open. To start, give a name to the alert.
5] Select the Evaluation Schedule.
6] Set the rules for the alert.
7] You can add multiple rules for the alert by clicking the plus sign.
8] Select recipients for this email (these are users only).
9] You can add multiple alerts for each widget by clicking the plus sign.
10] When finished, click Save at the bottom of the page.
Create an Alert on a Goal
1] Under Reports, click Goals.
2] Locate the goal you want to set an alert for.
3] Click the three dots in the top right corner of the goal.
4] Click Set Alert.
5] The New Alert page will open. To start, change the alert's name, this field along with the data source and data view will be auto-populated.
6] Select the Evaluation Period.
7] Set the rules for the alert.
8] You can add multiple rules for each alert by clicking the plus sign.
9] Select recipients for this alert (choose from users only) and select the toggle if you would like recipients to receive email notifications.
10] When finished, click Save at the bottom of the page.