Email Alerts

Introduction

Email Alerts make it easy to keep your team in the loop and act on survey responses in a timely manner.

You can receive email notifications whenever new survey data becomes available, or when a user enters a specific segment in Refiner.

Create a new alert

To set up email alerts, navigate to Alerts & Digests > Real-time Alerts in your Refiner dashboard.

Click Create alert, select Email Message, and then click Create alert again.

On the next page, you’ll see a form with the settings for your new alert. Since you can create multiple Email Alerts, we recommend giving each alert a distinct name, for example New Promoters.

Choose a trigger event

The Trigger Event section lets you define when you want to receive an alert.

You can choose between the following trigger events:

• Survey completed
• Segment match
• Tag added

The Survey completed trigger event also includes partial responses. These alerts are sent with a short delay, based on your partial response settings.

Customize the email subject

Depending on the selected Trigger Event, emails will use one of the following default subject lines:

New survey submission: {{ survey.name }}
User entered segment: {{ segment.name }}
A response was tagged: {{ tag.name }}

You can customize the subject line using Liquid Tags. In addition to contact, survey, segment, and tag information, you can also use survey response data, such as {{ response.nps }}.

Add conditions

You can define conditions that need to be met before an alert is sent.

For example, you can send an alert only when a respondent gives a specific answer, when an NPS score is below a certain value, or when a contact matches specific user traits.

Conditions help you make sure that your team only receives alerts for the responses that matter most.

Choose data fields

By default, all response data is included in your alert.

You can also choose to include only selected data fields. When selecting specific data fields, you can also include additional user traits in the alert.

Please note: The data labels shown in your email correspond to the Trait names found in the Data Index. This is because an alert may contain user traits that are not part of the survey response itself.

Select recipients

Finally, choose which team members should receive the email alert.

An alert can be sent to one or multiple members of your team. You can also invite generic email addresses, such as sales@company.com, as team members and select them as recipients.

Test alerts

Before saving your alert, you can click Send test. Then, check your inbox to confirm that you received the notification.