Alerts

How to set up and manage Alerts

Genny avatar
Written by Genny
Updated this week

Updated - Feature Release 3.5.0 (February 2024):

  • Added separate (previously available in Control Center) sections titled "Integrations" and "Automation" (Scheduled Actions, Alerts, & Webhooks) in the main navigation menu (accessed through the hamburger menu icon).

Updated - Hotfix 3.4.4 (January 2024): Added new “Total Events” metric under Condition Type for Alerts.

Updated - Hotfix 3.3.0 (June 2023): 'Unique Clicks' added as Condition Type [Click Here]


Table of Contents


Overview

In Everflow, you can set up Alerts that activate when the specified thresholds and KPIs are reached and send notifications to team members, Partners, and Advertisers.

Watch A Short Video

You can set up and manage alerts by going to Automation - Alerts.


How To Create An Alert

Step 1.

Add Alert.

  • Click the + Alert button to set up a new Alert.

Step 2.

In the General tab, set the delivery options and recipients for the Alert.

  • You can set up the the following in the General tab:

    • In-app: Enable notifications to appear inside the Everflow platform.

    • Email: Send Alert notifications via email. Once enabled, you are able to define Additional Recipients.

      • Additional Recipients: Add in additional emails, per line, you would like to receive the notifications (these recipients can be external to your organization).

    • Notify All: Select all employee user email addresses. Once enabled, you may remove email addresses from the receivable list.

    • Available (Employees): Search and add specific employee's to be notified of this Alert.

Step 3.

Set rules for the Target & Conditions.

  • Target: Select whether you want this Alert KPI threshold based on metrics from your Advertisers, Offers or Partners.

    • Use Secondary Target: When enabled, both the Primary Target and the Secondary Target Type requirements must be met in order for the Alert notification to be sent.

  • Lifespan: Time frame and frequency of the Alert.

    • Lookback Window: This is the period of data used for determining if the Alert’s conditions were met.

      • Example: If set to 24 hours, with the Condition of CVR > 3%, it will send an Alert for any Target delivering a >3% CVR over the last 24 hour period.

    • Notification Frequency: How often selected employees/emails will receive the Alert notification.

  • Conditions: Set the KPI threshold rules to trigger an Alert.

    • Condition Evaluation Type: When there are multiple Conditions, set the Alert to trigger when all conditions have been met or whenever any of the conditions are met.

    • Condition Type: The KPI you want used for the threshold

      • Examples: CVR (Conversion Rate), Impressions, Payouts, Unique Clicks, etc.

    • Threshold: Minimum / maximum threshold amount for the Alert to be triggered. The value of the Threshold is based on the Condition Type.

      • Example: If CVR is selected, the threshold is a % number. If Revenue is selected, the threshold is a monetary value.

  • Alert Preview: Displays the Alert Targeting & Conditions rules in a simple to read format.


Managing Alerts

  • You have the option on manage each alert by clicking on the vertical dots at the end of the row:

    • Edit: Change any General or Target & Condition of an Alert.

    • Subscribe to In App Notifications

    • Subscribe to Email Notifications

    • Delete

  • Please note: Employees need Role permission under Control Center - Alerts to manage their own Alerts.


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