Alerts

Stay informed on critical changes in your performance metrics.

Tracking metrics is essential, but constantly monitoring your dashboard can take time and effort. With alerts, you can stay informed about critical changes in your data without manual checks. 

Set custom alerts to your performance metrics and get notified when you hit important milestones or when your metrics need attention.

Now, let’s go through the step-by-step process of setting up alerts.

1. Under Insights, click Alerts.

2. Click Create New Alert.

3. Choose the dashboard with the specific metric you want to monitor.

4. Choose the alert type.

5. Click Continue.

Threshold Alerts

Setting up a threshold alert notifies you when your metrics reach above or below a specified value.

General configurations

1. Enter a name for your alert.

2. Select either Survey or Custom Metrics as your source.

3. For surveys, 

• Choose the survey.
  
• Select the metric.
  
• Choose the specific question whose performance you want to monitor.

4. For Custom Metrics, select the desired metric from the list.

5. You can choose to add filters to focus on specific data.

6. Click Continue.

Setting up the threshold

1. Select the threshold type.

2. For Static threshold, 

• Enter the threshold value for your metric.
  Note: An alert will be triggered when the metric reaches this value.
  
  
• Specify when to trigger the alert.Note:
• • Goes above threshold: Alert when the metric exceeds the threshold value.
  • Goes below threshold: Alert when the metric falls below the threshold value. 

3. For the Dynamic threshold, choose either Survey or Custom Metric.

4. If you’re selecting Survey for Dynamic threshold:

• Choose the survey.Note: This can be the survey you selected earlier, or you can choose a different one to use as a benchmark.
• Select the metric.
  
• Choose the question you want to compare with.
  
• Select the date range for the comparison.
  
• Specify when to trigger.
  

5. If you’re selecting Custom Metric for Dynamic type:

• Choose the metric to use as a comparison.
  
• Select the date range for the comparison.
  
• Specify when to trigger.
  

6. You can choose to add filters for the threshold metric.

7. Click Continue.

Scheduling the Threshold alert

1. Decide how often you want to check for the alert condition.

Note: You can specify the date, day, and time based on your choice of frequency.

2. Select the channel where you want to get notified.

Note:

For notifications, you can also use Slack or Microsoft Teams channels:

1. Ensure Slack or MS Teams is integrated with your SurveySparrow account.
2. Only channel notifications are supported at present. 

3. Review the summary and click Save.

Relative Alerts

Setting up relative alerts helps you get notified when your metrics change by a specified percentage compared to a previous time period.

Configuring the Relative alert

1. Enter a name for your alert.

2. Select either Survey or Custom Metrics as your source.

3. If you select Survey, configure the survey metrics you want to monitor.

4. If you choose Custom Metrics, select the desired metric to monitor.

5. You can choose to add filters to focus on specific data.

6. Choose the percentage of relative change to set the alert.

7. Click Continue.

Scheduling the Relative alert

1. Choose the past time period you want to compare against.

2. Select the channel where you want to get notified.

Note:

For notifications, you can also use Slack or Microsoft Teams channels:

1. Ensure Slack or MS Teams is integrated with your SurveySparrow account.
2. Only channel notifications are supported at present. 

3. Review the summary and click Save.

4. Toggle ON/OFF to enable or disable the alerts.

5. Click on the three dots at the right corner to check for the trigger history or to edit or delete the alert.

Trigger History

To know when alerts are activated and the details of each triggering event, 

1. Click Trigger History.

Gain a clear record of when and how the alert was triggered.

Setting up alerts from a dashboard

Apart from setting alerts globally, you can also set alerts on a dashboard level.
Here’s how:

1. Click the alert icon on the dashboard page.

2. Click Create New Alert.

3. Choose the type of alert.

And continue with the steps mentioned to set up Threshold alerts and Relative alerts. 

Below is an example of how alert notifications will appear in your Email.

Note: On clicking Open Dashboard, you will be redirected to the dashboard with the specific metric.

Triggered Alerts

Triggered Alerts show a comprehensive list of all the alerts that have been activated, providing details of each event.

1. Click Triggered Alerts.

2. Select the date range.

3. Analyze the triggered alerts to identify patterns and track frequent notifications.

With these alerts set up, you'll stay informed about your important metrics without constant checking. Set up alerts and experience a more efficient, responsive approach to data management.

Feel free to reach out to our community if you have any questions.