{"id":21079,"date":"2020-11-30T14:28:09","date_gmt":"2020-11-30T14:28:09","guid":{"rendered":"https:\/\/ec2-54-72-10-141.eu-west-1.compute.amazonaws.com\/docs\/?post_type=knowledgebase&#038;p=21079"},"modified":"2026-06-29T15:07:27","modified_gmt":"2026-06-29T15:07:27","slug":"email-alerts","status":"publish","type":"knowledgebase","link":"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/","title":{"rendered":"Email Alerts"},"content":{"rendered":"\n\n\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>Email Alerts make it easy to keep your team in the loop and act on survey responses in a timely manner.<\/p>\n\n\n\n<p>You can receive email notifications whenever new survey data becomes available, or when a user enters a specific segment in Refiner.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"987\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-1024x987.png\" alt=\"\" class=\"wp-image-23378\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-1024x987.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-800x771.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-768x740.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20.png 1324w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Create a new alert<\/h2>\n\n\n\n<p>To set up email alerts, navigate to <strong>Alerts &amp; Digests &gt; Real-time Alerts<\/strong> in your Refiner dashboard.<\/p>\n\n\n\n<p>Click <strong>Create alert<\/strong>, select <strong>Email Message<\/strong>, and then click <strong>Create alert<\/strong> again.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"756\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2025-06-30-at-15.19.26-1024x756.png\" alt=\"\" class=\"wp-image-27307\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2025-06-30-at-15.19.26-1024x756.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2025-06-30-at-15.19.26-800x591.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2025-06-30-at-15.19.26-768x567.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2025-06-30-at-15.19.26.png 1182w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>On the next page, you\u2019ll 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 <strong>New Promoters<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"trigger\">Choose a trigger event<\/h2>\n\n\n\n<p>The <strong>Trigger Event<\/strong> section lets you define when you want to receive an alert.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"315\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-1024x315.png\" alt=\"\" class=\"wp-image-28715\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-1024x315.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-800x246.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-768x236.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-1536x472.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.54.34-2048x629.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>You can choose between the following trigger events:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Survey completed<\/strong><\/li>\n\n\n\n<li><strong>Segment match<\/strong><\/li>\n\n\n\n<li><strong>Tag added<\/strong><\/li>\n<\/ul>\n\n\n\n<p>The <strong>Survey completed<\/strong> trigger event also includes partial responses. These alerts are sent with a short delay, based on your <a href=\"https:\/\/refiner.io\/docs\/kb\/data-index\/data-settings\/#partial\">partial response settings<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"subject\">Customize the email subject<\/h2>\n\n\n\n<p>Depending on the selected Trigger Event, emails will use one of the following default subject lines:<\/p>\n\n\n\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\" data-enlighter-theme=\"\" data-enlighter-highlight=\"\" data-enlighter-linenumbers=\"\" data-enlighter-lineoffset=\"\" data-enlighter-title=\"\" data-enlighter-group=\"\">New survey submission: {{ survey.name }}\nUser entered segment: {{ segment.name }}\nA response was tagged: {{ tag.name }}\n<\/pre>\n\n\n\n<p>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 <code>{{ response.nps }}<\/code>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"68\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-1024x68.png\" alt=\"\" class=\"wp-image-28716\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-1024x68.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-800x53.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-768x51.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-1536x102.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-06-29-at-16.58.35-2048x135.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"conditions\">Add conditions<\/h2>\n\n\n\n<p>You can define conditions that need to be met before an alert is sent.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Conditions help you make sure that your team only receives alerts for the responses that matter most.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"340\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-1024x340.png\" alt=\"\" class=\"wp-image-26453\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-1024x340.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-800x265.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-768x255.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-1536x510.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.26.33-2048x679.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"data\">Choose data fields<\/h2>\n\n\n\n<p>By default, all response data is included in your alert.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"317\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-1024x317.png\" alt=\"\" class=\"wp-image-23377\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-1024x317.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-800x247.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-768x237.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-1536x475.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-16.57.06-2048x633.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"recipients\">Select recipients<\/h2>\n\n\n\n<p>Finally, choose which team members should receive the email alert.<\/p>\n\n\n\n<p>An alert can be sent to one or multiple members of your team. You can also invite generic email addresses, such as <code>sales@company.com<\/code>, as team members and select them as recipients.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"288\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-1024x288.png\" alt=\"\" class=\"wp-image-26454\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-1024x288.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-800x225.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-768x216.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-1536x432.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-01-at-19.29.29-2048x576.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Test alerts<\/h2>\n\n\n\n<p>Before saving your alert, you can click <strong>Send test<\/strong>. Then, check your inbox to confirm that you received the notification.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","template":"","knowledgebase_tag":[],"class_list":["post-21079","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-alerts"],"acf":[],"featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","ab-block-post-grid-landscape":"","ab-block-post-grid-square":"","gb-block-post-grid-landscape":"","gb-block-post-grid-square":""},"post_excerpt_stackable_v2":"<p>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 &amp; Digests &gt; Real-time Alerts in your Refiner dashboard. Click Create alert, select Email Message, and then click Create alert again. On the next page, you\u2019ll see a form with the settings for your new alert. Since you can create multiple Email Alerts, we recommend&hellip;<\/p>\n","category_list_v2":"","author_info_v2":{"name":"Moritz Dausinger","url":"https:\/\/refiner.io\/docs\/author\/user\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Email Alerts<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Email Alerts\" \/>\n<meta property=\"og:description\" content=\"Introduction Email Alerts make it easy to keep your team in the loop and act on survey responses in a timely manner. 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