Summary
Provides a guide on setting up Accoil alerts for important user or account activities, with customization options.
How this helps
Keeps teams informed of critical engagement changes, facilitating timely and relevant actions.
Accoil Analytics Alerts are the easiest way to keep your team informed of important happenings in your product. With Accoil Analytics Alerts, you can select from several pre-defined alerts or you can define your own custom alerts.
To create a new Alert, go to the Actions page, click on "Add Action" button.
You will need to name your action, nominate the engagement profile as well as configure 4 main elements in order to set an Alert live. They are:
The Trigger type
The Channel
The Action
The Frequency
Alert Triggers
There are currently 5 types of triggers you can use for your Alerts:
Score changes: This allows you to create an alert for whenever a user or account's Sherlock score changes by any amount you choose. Great for staying on top of risk threats or expansion opportunities.
New users: Get alerted when a new account is created or when a new user is added to an existing account.
Activation changes: Alert your team when any user or account's rises above a certain level. Great way to help your sales team focus on the trials that are actively using the product.
Entering a Segment: This allows you to be alerted whenever any user or account enters any of the segments created in your account (whether Accoil Analytics default segments or custom segments you've created).
Custom alert: Create an alert that alerts you whenever any user or account meets any specific criteria you choose.
Alert Filters
To further customize your notifications, select the user or account, score, and time changes.
Select different filter types as needed:
Alert Channels
Select "Slack" and nominate the specific Slack channel to which you want Alerts delivered.
Alert Frequency
You can choose whether you want an Alert delivered in Real-time (immediately when Alert trigger conditions are met) or in a Daily summary which is delivered at 9am every morning.
Custom Preview Fields
You can customize which fields you'll see in your Slack Alert.
