Using the Alerts Tool
The Alerts Tool
This tool is a direct extension of the KPI tool. The purpose of alerts is to keep you notified of any changes that may occur in your KPI. Alerts are triggered either on a set schedule or whenever a linked KPI is updating. If one of your KPI's is underperforming, then Alerts will send a notification to a designated email or user. This tool will become invaluable if there are a large number of KPI's that need to be monitored.
Creating an Alert
- Navigate to the 'Insights' tab and click 'Alerts'. From here press 'New Alert' and name it.
- Once the Alert has been created, select wether you want the alert to run when the KPI is updated or on a set schedule.
- Set how you would like to receive the alerts.
- Set the logic for how the alert is triggered. The conditions can include multiple KPI's.
- Save the alert.
Congratulations, you now know how to set up your own Alerts!