NotifyVisitors is capable of automating most of your marketing activities, which is undoubtedly a game-changer, but being aware of specific occurrences, such as campaign failures or fluctuations in event occurrences, remains essential for making informed decisions. We understand the importance of keeping marketers in the loop, even as automation takes center stage. To address this need, NotifyVisitors offers a powerful Alerts feature, designed to provide timely notifications for significant events and activities.

In this guide, we will explore how this feature can be customized to align with your unique marketing goals. From setting up alerts for campaign failures to being notified of notable spikes or dips in event occurrences, we'll walk you through the steps to harness the full potential of Alerts within the NotifyVisitors platform.

Setting up alerts

To configure alerts, navigate to the “Settings” section on your NotifyVisitors dashboard. From there, select the “Alerts” option under the “Setup” category. Once you're on the alerts page, simply click on the "Create new alert" button to open a popup window where you can customize your alerts. 

Feel free to give your alert any name you prefer. Additionally, we provide two distinct categories for setting up alerts.

1. Event occurrences

In this category, you gain the ability to set up alerts based on the changes in the occurrence of specific events. These events could be critical to your marketing strategy, such as revenue generation or user engagement. For instance, you can set up alerts to notify you if negative reviews on your website is increased by more than 10% compared to the previous week.

To create an alert for the occurrence of events, follow these steps:

1. Event selection: Start by choosing "Event occurrences" from the "Metrics change of" dropdown menu. From the second dropdown, select the specific event you want to monitor. This dropdown encompasses both system events and any custom events you have defined.

2. Attributes filter: If you need alerts for specific attributes related to the selected event, you have the option to add filters. Click on the filter button to specify attributes you want to consider in the alert criteria.

3. Frequency specification: Specify how frequently you want to receive event alerts. You can choose between daily or weekly notifications, depending on your preferred monitoring schedule.

4. Alert value: Define the conditions that should trigger the alert:

• Increase or decrease: Choose whether the alert should be triggered by an increase or decrease in the event's value.
• Value criteria: Specify the value criteria for triggering the alert. You have the option to set a specific value or a percentage. If you choose a percentage, the system will compare it with the percentage from the previous week or yesterday, based on your frequency preference. For a specific value, the system will compare it with the defined value from the previous week or yesterday. At last, fill in the value in the third column.

By setting up an event occurrence alert, you ensure that you stay informed about significant changes in event occurrences, allowing you to respond promptly and effectively to any shifts in your marketing metrics.

2. Activity status

This category is designed to keep you informed about changes in the activity status of your campaigns, segments, and user/event uploads. It's a valuable feature for quickly detecting any issues related to segment creation, user or event uploads, and campaign execution, especially for scheduled campaigns.

To create an alert for activity status, follow these steps:

1. Choose "Activity Status" from the metrics change dropdown. 

2. From the second dropdown, choose the option you want to monitor. Alternatively, you can opt for the "All Activities" option to receive alerts for all activities across campaigns, segments, and user/event uploads.

• For Campaigns (Email, SMS, App Push, Web Push): You will receive alerts when your campaign is sent successfully or if it encounters any failures.
• For Segments: Alerts will be triggered when your segment is published or if an error occurs during the process.
• For User/Event Uploads via CSV: Receive alerts for successful uploads or failures in case of uploading users or events via CSV.
• All Activities: If you choose this option, you will receive alerts for all three activity types mentioned above (campaigns, segments, and user/event uploads).

After setting up your alert type (event occurrence or activity status), enter the email address(es) where you want to receive the alerts. This is the address where the system will send notifications when the specified conditions are met. You can include multiple email addresses as well.

Once you've configured all the parameters, click on the "Create" button to finalize the alert setup. The system will now actively monitor the selected event or activity status based on your criteria, and when the conditions are met, it will send alerts to the specified email address(es).

Other options

Once you have set up your alert, it will become active. To check its status, go to settings > alerts. Here, you will find all of your alerts listed, along with important details such as the alert name, frequency, status, subscribers, last updated, and actions.

Under the actions section, you will see three different options. To access them, simply click on the three-dotted eclipse icon.

Edit: For editing your alert, click on the edit option. Here, you can rename your alert and add or remove email addresses. Please note that the rest of the options cannot be changed.

Active/Inactive: If you wish to pause or resume receiving a particular alert, you can use the active/inactive option.

Delete: In case you no longer want to receive an alert, it is highly recommended to make it inactive. However, if you are absolutely certain that you don't want this alert anymore, you can go ahead and delete it permanently. When you click on delete, a confirmation popup will appear. Click on the delete button again, and your alert will be deleted.

Conclusion 

In this guide, we have covered a step-by-step process of setting up alerts in two key categories: Event Occurrences and Activity Status. Event occurrence alerts allow marketers to monitor changes in the occurrence of specific events, ensuring prompt responses to fluctuations in metrics like revenue generation, subscriptions, etc. Meanwhile, the Activity Status provides a vigilant eye on the status of campaigns, segments, and user/event uploads, enabling rapid detection of any issues in these critical areas.

Set up your alerts today and stay informed!