What Are Alerts?
The Alerts feature allows you to create system-generated email alerts for your data. You can create alerts in three areas of the platform.
Where Can I Create Alerts?
You can create one or more alerts from:
- The Alerts page on the Reports menu under Performance Tracking
- Individual widgets in a custom dashboard
- Individual goals on the Goals page
Create an Alert From the Reports Menu
1] Log in to TapClicks and, on the Reports menu, click Alerts.
2] Click Add Alert in the top right corner.
3] The New Alert page will open. Enter a name for the alert.
4] Select the Data Source and Data View.
5] If necessary, assign the alert to a specific business unit and campaign or campaign group.
6] Choose a grouping option in the Evaluate Each dropdown.
7] Select the Evaluation Period.
8] Define the alert rules based on your selected metrics.
9] You can add multiple rules for the alert by clicking the plus sign.
10] Select recipients for the alert (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 More Options icon (vertical three dots) in the top-right corner of the widget.
3] Click Manage Alerts.
4] The Widget Alert page will open on the right side of the page. Enter a name for the alert.
5] Choose 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 email recipients for the alert (users only).
9] When finished, click Save at the bottom of the page.
10] To add more alerts, click the Add Alert button.
Create an Alert on a Goal
1] Under the Reports menu, click Goals.
2] Locate the goal you want to set an alert for.
3] Click the More Options icon (vertical three dots) in the top-right corner of the goal.
4] Click Set Alert.
5] The New Alert page will open. You can update the alert name. The Data Source and Data View fields will be auto-populated.
6] Choose 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 the alert (users only). Toggle the option if you want recipients to receive email notifications.
10] When finished, click Save at the bottom of the page.