Setting up Alta alerts (video)
In this short video we'll learn how to set up alerts in Alta to stay notified about any important change or anomaly in your data.
Quick summary of the video:
Introduction to Alerts
Purpose of setting up alerts in Alta.
Importance of staying notified on important thresholds or events within your data.
Navigating to Alerts.
Accessing the alerts tab on the left panel.
Clicking on "Add Alert" to begin setting up a new alert.
Setting Up Alert Details
Naming the alert (e.g., "Demo Call").
Choosing between event alerts and threshold alerts.
Selecting the specific metric for the alert (e.g., demo calls).
Utilizing filters for more specific alert criteria (e.g., for enterprise accounts or specific regions).
Notification Preferences
Selecting how to receive notifications (email or Slack).
Customizing the alert message to include relevant details (e.g., time, lead, company name).
Saving and Managing Alerts
Saving the alert settings.
Viewing the alert history.
Editing or deleting alerts as needed.
Receiving and Interacting with Alerts
Example of how the alert notification appears (e.g., email from Alta).
Ability to drill down on the alert within Alta for further details.