{"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":"2026-09-07T12:12:24","modified_gmt":"2026-09-07T12:12:24","slug":"email-alerts","status":"publish","type":"knowledgebase","link":"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/","title":{"rendered":"Email Notification"},"content":{"rendered":"\n\n\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>Email Notifications 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 notification trigger<\/h2>\n\n\n\n<p>To set up email notifications, navigate to <strong>Notifications<\/strong> in your Refiner dashboard.<\/p>\n\n\n\n<p>Click <strong>Create trigger<\/strong>, select <strong>Email Message<\/strong>, and then click <strong>Create trigger<\/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=\"468\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-1024x468.png\" alt=\"\" class=\"wp-image-28999\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-1024x468.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-800x366.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-768x351.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-1536x702.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.04.23-2048x936.png 2048w\" 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 trigger. Since you can create multiple Email Notification triggers, we recommend giving each trigger 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 a notification.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"322\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06-1024x322.png\" alt=\"\" class=\"wp-image-29000\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06-1024x322.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06-800x252.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06-768x241.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06-1536x483.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.05.06.png 1832w\" 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>New response<\/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>New response<\/strong> trigger event also includes partial responses. These notifications 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 a notification is sent.<\/p>\n\n\n\n<p>Send Conditions help you make sure that your team only receives notifications for the responses that matter most.<\/p>\n\n\n\n<p>For example, you can choose to trigger a notification 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<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"415\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51-1024x415.png\" alt=\"\" class=\"wp-image-29001\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51-1024x415.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51-800x324.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51-768x311.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51-1536x622.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.08.51.png 1826w\" 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 notifications.<\/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 notification.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"431\" src=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06-1024x431.png\" alt=\"\" class=\"wp-image-29002\" srcset=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06-1024x431.png 1024w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06-800x337.png 800w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06-768x323.png 768w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06-1536x647.png 1536w, https:\/\/refiner.io\/docs\/wp-content\/uploads\/2020\/11\/Screenshot-2026-09-07-at-14.11.06.png 1814w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p>Please note: The data labels shown in your email correspond to the <a href=\"https:\/\/refiner.io\/docs\/kb\/data-index\/user-traits\/\">Trait names<\/a> found in the Data Index. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"recipients\">Select recipients<\/h2>\n\n\n\n<p>Finally, choose which <a href=\"https:\/\/refiner.io\/docs\/kb\/account-settings\/team-access-rights\/\">team members<\/a> should receive the email notification.<\/p>\n\n\n\n<p>A notification 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\">Send test notification<\/h2>\n\n\n\n<p>Before saving your trigger configuration, 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 Notifications 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 notification trigger To set up email notifications, navigate to Notifications in [&#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 Notifications 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 notification trigger To set up email notifications, navigate to Notifications in your Refiner dashboard. Click Create trigger, select Email Message, and then click Create trigger again. On the next page, you\u2019ll see a form with the settings for your new trigger. Since you can create multiple Email Notification triggers, we recommend giving each trigger a distinct&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 Notification<\/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 Notification\" \/>\n<meta property=\"og:description\" content=\"Introduction Email Notifications 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 notification trigger To set up email notifications, navigate to Notifications in [...]Read More...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\" \/>\n<meta property=\"og:site_name\" content=\"Refiner Documentation\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-07T12:12:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-1024x987.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\",\"url\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\",\"name\":\"Email Notification\",\"isPartOf\":{\"@id\":\"https:\/\/refiner.io\/docs\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20-1024x987.png\",\"datePublished\":\"2020-11-30T14:28:09+00:00\",\"dateModified\":\"2026-09-07T12:12:24+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/#primaryimage\",\"url\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20.png\",\"contentUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-28-at-17.06.20.png\",\"width\":1324,\"height\":1276},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/refiner.io\/docs\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Email Notification\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/refiner.io\/docs\/#website\",\"url\":\"https:\/\/refiner.io\/docs\/\",\"name\":\"Refiner Documentation\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/refiner.io\/docs\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/refiner.io\/docs\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/refiner.io\/docs\/#organization\",\"name\":\"Refiner Documentation\",\"url\":\"https:\/\/refiner.io\/docs\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png\",\"contentUrl\":\"https:\/\/refiner.io\/docs\/wp-content\/uploads\/2022\/11\/cropped-Group-8.png\",\"width\":400,\"height\":61,\"caption\":\"Refiner Documentation\"},\"image\":{\"@id\":\"https:\/\/refiner.io\/docs\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Email Notification","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/refiner.io\/docs\/kb\/alerts\/email-alerts\/","og_locale":"en_US","og_type":"article","og_title":"Email Notification","og_description":"Introduction Email Notifications make it easy to keep your team in the loop and act on survey responses in a timely manner. 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