Create Alert

Alerts can be created from the Alert Management Dashboard in MoEngage. Out-of-the-box alerts cannot be created. MoEngage offers role-based access control for account admins to enable different levels of access permissions (to dashboard components) for your team members. Only those roles that have permission to create custom alerts can do so. For more information, refer to Access Permissions.

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Note

We've revamped our Dashboard Settings. This article describes the steps to access Alert management on the MoEngage Dashboard in both the revamped and old UIs.

Steps to create an alert

To create an Alert:

  1. Navigate to:
    1. Revamped UI: Settings -> Reports and Alerts -> Alert management.
    2. Old UI: Settings -> App -> Alert management.
  2. In the Alert Management Dashboard, click on +Create alert at the top right corner.
  3. Fill in the following details:
    Field Description
    Alert name

    This field specifies the unique name with which the Alert will be identified on the Dashboard. For example, if you wish to set up an alert for campaign expiry, you could name the alert Campaign Expiry Alert.

    You can look up the Alert in the Dashboard using its name.

    Alert type

    This field specifies the type of the Alert. Alerts can be one of the following types:

    • Campaign Expiry - an alert to inform you when the campaign is about to expire.
    • Facebook Token Expiry - an alert to inform you that it is time to regenerate your Facebook token.
    • APNS Token Expiry - an alert to inform you that the APNS token's validity is about to expire.
    • Campaign Stats - an alert to inform you when the Campaign stats increase or decrease by a specified percentage or number within a specified timeframe.
    • Flow Stats - an alert to inform you when the Flow stats increase or decrease by a specified percentage or number within a specified timeframe.
    Delivery channel This field specifies how the Alert will be delivered to you. Email is the supported delivery channel. Once an alert is set up, you will receive an email when the alert condition is met. For example, if the alert has been set up to send an email when the campaign is about to expire in two days, you will receive the email alert two days before your campaign's expiry.
    Alert condition

    This field specifies when the alert should be sent. For more information, refer to Alert Conditions.

    Filter by (Option available for Campaign Expiry Alert, Campaign Stats Alert, and Flow Stats Alert only)

    This field specifies the filter conditions for a campaign expiry alert and is used to filter campaigns expiring in 'x' days (specified in the Alert condition) on the following criteria:

    • Campaigns - You can select all the campaigns or specify individual campaigns for which the alert needs to be set up. This field is available only for the Campaign Expiry and Campaign Stats Alert.
    • Flows - You can select all the flows or specify individual flows for which the alert needs to be set up. This field is available only for the Flow Stats Alert.
    • Channels - You can select All Channels or specify individual channels for which the expiry alert needs to be set up. This field is available only for the Campaign Expiry and Campaign Stats Alert.
    • Delivery Types - You can select All Delivery Types or specify them individually. 
    • Tags - You can select All Tags (Campaign/Flow tags) or specify them individually.

    If no filter is specified, you will receive alerts for the chosen alert types for campaigns in all channels (Campaign Expiry and Campaign Stats Alerts) or all flows based (Flow Stats Alert).

    Members

    This field lists the email IDs of the members who will be alerted. When left unspecified, all the members will be alerted via email.

  4. Click Create.

Once the Alert has been created, you will see a success message (as shown below). You will be redirected to the Alert Management Dashboard, where the newly created alert is available.

Revamped UI Old UI

CreateAlert_RevampedUI.gif

Alert Conditions

You can specify conditions for the alert being created in the Alert condition field.

Alert Type Alert condition Description
Expiry Alerts Alert the user when the token or campaign expiry is in the next 'x' days. You can set up alerts to receive notifications on the expiration of your campaigns, APNS tokens, or Facebook tokens.
Campaign Stats

Alert the user when a specified metric is less than, greater than, decreases by, or increases by a specified percentage in a day or hour.

You can set up alerts to receive notifications when there is an increase or drop in the chosen metric in a given day or hour by a specified amount. For instance, you might wish to:

  • take action when your delivery rate drops by 20% within an hour
  • keep watch on a campaign that has a high open rate or conversions within an hour

Note: The stats for point channel campaigns in Flows will be available in the campaign stats alert type.

Flow Stats

Alert the user when a specified metric is less than, greater than, decreases by, or increases by a specified percentage in a day or hour.

You can set up alerts to receive notifications when there is an increase or drop in the chosen metric in a given day or hour by a specified amount. For instance, you might wish to:

  • take action when your delivery rate drops by 20% within an hour
  • keep watch on a campaign that has a high open rate or conversions within an hour

Supported operators

Operator Description
is less than Allows you to check if the chosen metric is less than a specified number of hours or days.
is greater than Allows you to check if the chosen metric is greater than a specified number of hours or days.
decreases by more than Allows you to check if the chosen metric has decreased by a specified percentage within an hour or a day. You can also check if the specified metric has decreased by the specified percentage with respect to the moving average of the last 'x' hours or days.
increases by more than Allows you to check if the chosen metric has increased by a specified percentage within an hour or a day. You can also check if the specified metric has increased by the specified percentage with respect to the moving average of the last 'x' hours or days.

The following example illustrates how you can set up an alert when the failure rate for your campaign decreases by more than 10% in an hour.

  • Choose the metric for which you want to set up the alert in Alert the user when dropdown list.
  • Select the operator as Decreases by more than
  • Select the percentage in the textbox and choose Hour in the Hour/Day dropdown list.
  • You can choose to compare this rate with respect to the moving average of the last 'x' hours or days.

AlertCondition.png

Now that you've created an alert, you can view and manage it from the Alert Manager. For more information, refer to Manage Alerts.

 

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