Help & DocumentationJump Start Guide for Regular Users User Preferences[Version 5.1] My Notifications (Overview, Set up, Turn on / off)

[Version 5.1] My Notifications (Overview, Set up, Turn on / off)

This article describes Notifications management in Version 5.1 and further.

For the reference on prior Versions (4.2 or 5.0.x), see: My Notifications (Overview, Set up, Turn on / off)

In the Notifications Editor, you can customize a number of essential features of Metric Insights, such as Alerts, Favorites, Bursts, Schedules, your Personal Preferences.

Video Tutorial

Accessing Notifications

Access Notifications from the drop-down list under your Name
What Notifications am I subscribed to? How to set up distribution method/schedule?

Metric Insights offers several kinds of Notifications which give you freedom to choose what you would like to be informed about either immediately or in an email Digest.

My Notifications screen provides a way to see overall history and maintain email addresses

  1. The Notifications table displays all of your subscriptions, their delivery schedule, email address they are sent to and the last sent date/time. To subscribe/unsubscribe from receiving notifications toggle, them on or off. These preferences will be automatically saved.
  2. You can configure Notification's behavior / delivery email / template by clicking a Gear icon in the respective row.
  3. Notification History is the list of all notifications previously sent to you

 

Notifications Description

Name
Available Distribution Methods
Description
Favorite Digest
Email Digest:
  • one email to include all favorite Folders
  • a separate email for each Favorite Folder
If you open a Homepage and look at the upper section of the Left Sidebar, there is a list of your Favorite Folders.  Alternatively, access My Notifications > Favorites.
These Favorite Folders were either created by you or shared with you.

You can choose to send updates per any or all of them on a specified schedule.
Requesting a Favorite Digest
Daily Notification Digest Email Digest
One of the default options offered for subscribing to a Report Notification.
Its essence is similar to a Burst: after you subscribe to a new Report using this Digest option, updates on this element (together with other ones per this Digest) are sent to you on a Schedule.

Distribution schedules for these Digests are defined globally and cannot be changed according to personal User Preferences. For example, if Daily Notification Digest is set up to be sent "Daily (Every day at 0:00)" by the Admin, every User subscribed to it is going to receive it at the same time. But the content of such Email digest is going to vary depending on User's subscriptions to different Reports and his scope of element access.

Same rules apply to: Weekly / Monthly Notification Digest.
Immediate Notification Digest
Email Digest
One of the default options offered for subscribing to a Report Notification.
Once subscribed, a user is going to receive an email only in case the Report includes at least one new row after an update. If there are no new rows, an email will not be sent.
Burst (Optional) Email Digest Burst is a scheduled email notification with updates per selected element(s). (In contrast to Favorite Digests, it is an update sent to multiple users at once. For example, a weekly "Top Performers" Burst to a sales team.)
Creating a Burst
Monthly Notification Digest
Email Digest
See: Daily Notification Digest.
Weekly Notification Digest Email Digest
See: Daily Notification Digest.
Immediate Alerts
  • Immediate email
  • SMS message
  • Phone alert (Mobile app push notification)
Alert Rules can be created for Metrics, Reports, and External Reports.

For example, an Alert Rule can fire when a number of units sold reach the lower threshold level. All users subscribed to this Alert are going to get a notification via their preferred Distribution method.

NOTE: When such Alert Rule is created, a default distribution method (immediate / email digest or browser only) is assigned to it, but when a user subscribes to this Alert Rule, he can choose his preferred method
Setting up Alerts
Alert Digest
Email Digest
See: Immediate Alerts
Alert Digest is sent on schedule and includes updates for all Alerts fired since the last email.
Collaboration Notifications
  • Email Digest
  • Immediate email
  • Phone alert (Mobile app push notification)
You can get either digests or immediate notifications for collaborative items:
Expired Element Digest
Email Digest
Depending on your selection, this Digest can include:
  • All expired Metrics and Reports
  • Expired Metrics and Reports where the User is an Owner
  • Expired Metrics and Reports which had been added to a User's Favorite Folder
How to turn Notifications off (completely / selectively)

If you want to stop Notifications from being sent to you, you can either turn them off completely or unsubscribe from specific Types of Notifications, which are described above.

All Notifications are off

At the top of My Notifications screen, you can toggle Notifications OFF,  which will stop ALL of your notifications from being sent to you.

All Notifications are off.

You will still be able to receive emails on elements or collaborative data that others have shared with you.

NOTE: Even if notifications are off, you can receive notifications related to Favorites and Bursts upon request by clicking Send now in the corresponding tab.

Notifications not enabled

If you are unsubscribed from specific Notification types (as shown in the picture above for Alert notifications), you are not going to receive such Notifications, even if you subscribe to them in the Element Viewer:

Notifications not enabled; Alerts visible in browser only.
[Alerts tab] What Elements (Alerts) am I subscribed to?
  1. In this tab, you can see all elements with the Alert Rules you are subscribed to.
  2. To delete multiple subscriptions, select the elements > Delete Selected subscriptions button becomes active. Alternatively, you can delete subscriptions one by one by clicking a Trashbin icon on the respective row.
  3. You can set up Alert settings and subscriptions in this tab. To learn how to set up Alert, see Setting up your Alerts using Alert Editor
[Favorites tab] How to manage Favorite Folders?

In this tab, you can see all your Favorite folders and any other Favorite folders that other created and have shared with you.

The functions performed here are explained in detail here: Using Notifications: Favorites Editor to Maintain Favorites

  • Most Popular folder: This folder is a default system folder and cannot be deleted. It is populated with the elements which either have been recently added to some of your favorite folders or were viewed by you within th last days. The default number of tiles shown in this folder is 5, but you can increase it at Admin > Utilities > Config Variables > MOST_POPULAR_FOLDER_TILE_COUNT.

NOTE: Even if all notifications are disabled, you can receive current information on elements contained in the Favorite folders  by clicking Send now at the bottom of the Favorites tab

To learn how to configure your profile in My Settings tab, go to: My Preferences

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