With Alerts, Admin and Staff users can know immediately when a clients’ key metrics hit important thresholds, enabling you to take action where necessary, smartly allocate your agency resources, and celebrate your big wins.

Alerts can be set up to notify you when a budget threshold is met, if conversions reach your target, and much more! Alerts are turned on for all Staff users by default. Staff users can configure their notification settings if they don't wish to receive Alerts.

To get started, click the pair of bells icon on the left sidebar to open the Alerts page. In the upper right, click Create Alert to launch the creation popup.

In the popup creation wizard, first select the Client your alert will be monitoring by clicking the dropdown, then search for the Client name. Once the appropriate client is selected, click Continue at the bottom left.

In the next step, choose whether you want to create a new Alert or clone an existing Alert.

In the last step, fill in each of the fields to determine the parameters of your Alert.

Choose the metric you want an Alert for, then decide the conditions, value, and interval that the Alert will trigger under. In the above example, we've set the alert to notify us if our referring domain count decreases by 100 this quarter.

Click Create when you've finalized the details for the Alert.

After creation, you'll be redirected to the Alerts page, where your new alert will be displayed in the Alerts table.

Going forward any Staff user who have access to the Client you created the alert for, will be notified via in-app notifications. You can find these under the bell icon in the upper right of the app.

Cloning an Alert follows the same general process as creating a new one. Navigate to the Notifications page, then click Create Alert in the upper right.

Select the Client your new Alert is for, then in the next step click "Clone existing Alert".

Next, search or scroll through the available Alerts to locate the one you'd like to clone. To filter the list further, you can select a Client from the dropdown at the top. This will only show alerts for the selected Client.

Click the circle to select the Alert, then click Select Alert at the bottom left to proceed to the final step.

Lastly, review the Alert details and make any necessary changes to the Alert settings, then click Create in the bottom left to finalize the Alert.

The Alerts table can be found on both the account-level Alerts page and within each individual Client.

When viewing within a Client, you will be limited to only the Alerts created for that Client, whereas the account-level table will display all available Alerts.

The Alerts table is a quick, simple way to review when Alerts were last triggered.

You can further customize this view by clicking the Filters button in the upper right and then clicking the check box next to any fields you'd like to populate the table.

To edit an Alert, open the Alert page by clicking the bells icon on the left side menu, then click the ellipsis next to any of the Alerts in the table.

In the open dropdown, click Edit to launch the Alert creation wizard, used when we first set up the Alert.

Edit any of the Alert conditions or fields, then click Update in the bottom left to lock in the Alert changes.

Click the bells icon on the left side menu to open the Alerts page, then click the ellipsis to the far right of the Alert you wish to delete. From the open dropdown menu, click Delete to launch a confirmation window.

Click Delete in the confirmation window to finalize the deletion of this Alert.

Alternatively, you can select multiple alerts by checking the boxes to the left of the Alert name. Once selected, the option to Delete will be revealed at the top.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄