Set up notifications for each project to be alerted to selected scenarios, such as a drop or increase in four-star ratings.
The Notifications page is comprised of a list of alert projects and properties, along with the following functions:
Status - Toggles to turn the alert on or off.
- Edit this alert.
- Delete this alert.
Create or Edit a Notification
The following process is for creating a new alert. However, the process is very similar for revising an existing alert.
During the Create process, the Warning icon () displays to indicate insufficient Trigger Events criteria and/or Publish information. The Valid icon () displays to indicate the alert is ready for use.
Open the notification builder:
For a new project, click Create a Notification.
For editing an existing project, click the name or Edit icon ().
The notifications builder displays with a default title, description, Trigger Events card (expanded), and Configure Email card (collapsed).
Click the default title and description text to add an identifiable name and brief narration of the project.
On the Trigger Events card, select the desired project name from the Choose Feedback Project menu. The Choose Criteria menu displays.
Select the desired criteria.
Star Rating=5 Stars - A notification is triggered when a respondent enters a five star rating in the survey. Topic=Technical Issue - A notification is triggered when a respondent reports a possible problem with the web page.
Optionally, you can click Add criteria to add another layer to the notification trigger.
Topic=Technical Issue + Star Rating=1 Star
When you are finished adding criteria, click Configure Email. The Trigger Events card collapses and the Configure Email card expands.
Type the Subject and Email Body of the note. It is recommended to include some reference to the Notification Name and/or Trigger Events criteria to ensure the recipient understands the reason for the email.
In the Email To text box, type the email address(es) of the notification recipient(s). Separate multiple addresses with a comma. The Save button is enabled.
Click Save. The Notifications tab displays with the new alert listed with an active status.
- Edit this alert.
- Delete this alert.
) displays to indicate insufficient Trigger Events criteria and/or Publish information. The Valid icon (
) displays to indicate the alert is ready for use.