With Alerts, you can automatically and proactively monitor your data and get notified of any emerging trends. If an Alert is triggered, it may indicate that you need to adjust your strategy or add an Annotation to note significant activity. Alerts can also help you and your team better understand the correlation between the work you're doing and the results you're seeing in the data.
How to access Alerts
Navigate to Notifications > Alerts to access Alerts. Click + New Alert to create a new Alert.
How to use Alerts
For example, selecting Last 7 Days as a Date Range will compare the last 7 days performance to the previous week's performance to determine when the Alert should be triggered. The Date Range selection works in conjunction with the Condition and Qualifier to monitor the data and trigger a notification.
Pro Tip: You can customize the email address that Alerts are sent from with the white-label add-on. Learn more here.
If Me and selected users is selected, a text box will appear so you can specify which users should receive the Alert. Only users in the Databox Account can receive Alerts.
Pro Tip: If Email is selected, the Alert will be sent to the email address(es) associated with the user(s) in the Account.
How to create Alerts [Example]
This reveals the Compare filed field which is set as Previous Period. That means that if the number of Sessions tracked in the selected HubSpot Mktg Account in the last 7 days increases or decreases by more than 10% as compared to the previous week, the Alert will be triggered.