How do I get alerted when someone completes a touchpoint?

So you want to be notified when someone completes a touchpoint in PeopleVine?  Follow these steps to get alerts setup:

Setup Global Alerts for All Touchpoints
You can setup a global alert which will send you an email or sms as soon as a touchpoint occurs for all items (e.g. for all surveys completed) by following these steps:

  1. Login to your PeopleVine account
  2. Click on your name in the top right corner.
  3. Click View Alerts.
  4. Click Enable Alerts.
  5. Select the alerts you would like to enable.


Setup Alerts for a Specific Touchpoint Completion
You can setup an alert for a specific touchpoint in the system.  For example when someone completes the survey "Leave Feedback" we can send a single alert by following these steps:

  1. Login to your PeopleVine account
  2. Go to the touchpoint you want to apply this to (for example go to Engage > Surveys and click on the survey to view the menu)
  3. In the new screens, simply click Alert Me or in the old screens select Notify Me

Please note that each person would need to login to their account to enable these alerts, currently you can't assign them to someone else (unless you do it through our API).

To remove alerts, simply click on your name, click View Alerts and then you will see a list of the existing alerts that are in place. 

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