Slack Alerts (Admins only)

The Slack alerts help in putting a spotlight on accounts that need attention. The alerts can be configured flexibly on a plethora of use cases separately. They are further made actionable by pointing out the relevant stakeholders and by facilitating threads of conversations for remedial measures or appreciations.

The following is the interface that allows you to find all the created alerts (active or disabled) and create new ones. It can be accessed by clicking the Alerts tab.

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Creating a New Alert

The “+ Create Alert” alert button allows admins to configure a new alert. Clicking on this opens up a modal that has 5 sections:

Alert Name

Account Filters

Alert If

Send Alert to

Timing

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Alert Name: This is an open text field that allows you to name the alert in a way that helps end-users identify what that alert is meant for. It is also advisable to add some general advice or actionable for such an alert.

Account Filters: These are the account properties that restricts the alert to highlight the conditions configured in only that sub-set of accounts. For example: We may want to set up configure an alert for all “Strategic” accounts when there’s even a very small movement in their product usage score, however we may want to keep the alerts for a much larger movement in the usage score for “Long-tail” accounts.

Send Alert to: This section defines which channel(s), user(s) the admin would like to send the alert to. Consequently the alerts can also be setup to be delivered as a DM to the account owners for each individual account when the condition is met, by choosing the “account owner” option.

Timing: Individual alerts can be configured to be sent at different times in the week. An admin would need to configure the day of the week and time.

Alert If

This is the most important configuration of the alert where the admin sets up the condition that all accounts or a set of accounts need to meet for the alert to include those accounts.

The following flow explains (along with use cases) explains the different kind of conditions that can be configured:

External Insights: This option is to notify people or groups based on 3rd party data. For example: If there’s a funding alert that the admin would like to set up for users.

Product usage metrics: This option helps set up an alert when the admin wants to alert regarding accounts based on their usage of the platform.

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The alerts can be set up based on absolute levels of a metric. For example, an alert for all accounts that have less than 20% license utilisation in a month. To select this option select Absolute in the above dropdown.

Alternatively, this option also allows the admin to configure alerts based on change in the value of a metric. For example, an alert for strategic accounts where number of sessions decreased by 20% over a period of 3 months. To trigger based on changes select either increase or decrease in the above dropdown.

The metrics on which such alerts can be set up are primarily of 3 kinds:

Raw usage metrics (like monthly active users, total sessions, etc.)

Benchmark comparisons (since each metric for each account has a benchmark, this allows the admins to set up alerts like accounts that have 80% less usage than the benchmark)

Custom calculated metrics (in the case of Spotdraft that would be license utilisation or contract utilisation)

Health score: This option makes helps in set up alerts when the admin wants to set up alerts based on the absolute health score or the changes in health scores over time.

There are 6 options based on which this alert can be configured:

Absolute: if the alert needs to be configured on the current health score. For example: If the admin wants to set up alerts for all strategic accounts that currently have a health score that is less than 4.

Increase: if the alert needs to be configured when the health score has increase by a certain percentage

Decrease: if the alert needs to be configured when the health score has decreased by a certain percentage.

Top Gainers: top 5 accounts for which the health scores have increased the most in the specific duration.

Top Losers: top 5 accounts for which the health scores have decreased the most in the specific duration.

Change in health bucket: accounts which were previously in a separate bucket but has improved or declined to a different bucket. The buckets are Healthy, Neutral and Poor.

Expansion and Threats: This option allows the admins to set up alerts based on the different kinds of expansion qualifiers or threats based on external insights. The following are the available expansion and threat triggers.

Needs expressed in Jobs (Expansions)

High usage or utilisation of licenses or other consumables (Expansions)

Online research about relevant keywords or competitors (Threat)

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