Alerts help you stay in the know about important events or critical trends in real-time. With Alerts, you can create customized email and slack notifications about any performance changes you want to keep an eye on.

Example Triggers for Important Alerts:

  • Send a message to your team channel when any sales rep hits their quota
  • Send me a private Slack message anytime someone on my team falls 20% behind their CSAT goal
  • Email the leadership team if any team has a 7-day downward trend in calls


Alerts Examples:

  • James Winston, SDR, just created a new opportunity, and is now 2nd on the team for Opportunities Created This Week! 🎉
  • Myra Bautista just closed a deal! 🍾 They're now 85% to goal of $100,000 for Closed Won MTD with $85,000.
  • Team Customer Care West has had a 20% decrease in CSAT in the last 7 days. 

Quick Guide - How to create an Alert

  1. Open the Settings page in the left side navigation
  2. Select the Alerts sub-page
    Note: This page is where all of your alerts will be located in order of creation date. 
  3. Select the New Alert button, and populate with your custom trigger.

Comprehensive Alert Guide

1. Open the Settings page in the left side navigation

2. Select the Alerts sub-page
Note: This page is where all of your alerts will be located in order of creation date. 

3. Select the New Alert button

4. Select which metric you want to receive alerts for.

Note: You can scroll or type the name of the metric you want to select. Each metric is displayed by the metric name followed by the path name. 

5. Select when you want to be alerted using the “Alert me when” section. Here are the four different types of alerts you can create. 

Value: The result of the metric's query (e.g. number of calls, CSAT score, or closed won revenue)

Percent to Current Goal: The percent attainment of today’s target. For pacing goals, percent to goal tells you if you’re on track to hit your weekly, monthly, or quarterly target.

For example, if your CSAT Last 30d goal is 4, and the value is 2, then this will show as 50%. 

If you have a pacing goal (e.g., Meetings Booked MTD), this will show the percent to where you should be as of today to stay on track to hit your target. For example, if you need to book 5 meetings by Friday, and you have 2 at the end of Tuesday, then you will be at 100% to goal, because you're on track to get to 5 by Friday.

Percent to End Goal: Percent attainment of the final target (or progress to end goal). For pacing goals, this uses the target that was set for the end of the goal period. For example, if you need to book 5 meetings by Friday, and you have 2 at the end of Tuesday, then you will be at 40% to end goal.

Note: For non-pacing goals, this will be the same as Percent to Goal.

7d Delta: The percentage the value has changed from its value 7 days ago. Positive deltas indicate an increase, and negative deltas a decrease. The increased and decreased value will be measured by a change from the previous value or the previous day.

6. (Optional) Select which Slack channel you want to post this alert to.

If your team channel is private, don’t forget to invite the Pathlight bot to the channel by sending " /invite @Pathlight " into the channel. 

Note: You will also receive a personal Slack notification when you post an alert to a team slack channel.

7.  (Optional) Write a custom message. Each custom message can include custom message variables to personalize the alert: 

James Winston, SDR, just created a new opportunity, and is now 2nd on the team for Opportunities Created This Week! 🎉

{person.name}, {person.title}, just created a new opportunity, and is now {result.team_rank|ordinal} on the team for {column.title}! 🎉

Message Variables

Person (who the alert pertains to) variables:

  • Full name - {person.name}
  • First name - {person.first_name}
  • Last name - {person.last_name}
  • Email - {person.email}
  • Title (if in Pathlight) - {person.title}

Metric Variables

  • Title of metric - {column.title}
  • Total value of metric at time of sending alert - {result.value}
  • Description of metric health - will be "On Path", "Off Path", "Far Off Path", or "Needs Data" - {result.health}
  • Individual's goal - {result.target}
  • Percent to goal - {result.percent}
  • Rank on team (as a number, like 1, 2, 3) - {result.team_rank}
  • Rank against everyone on the Path (as a number like 1, 2, 3,) - {result.global_rank}

Formatting Variables

  • Mimic formatting in columns - {result.value_string} 
  • Currency - insert |currency, like {result.target|currency}
  • Ordinal (make 1 -> 1st and 2 -> 2nd, etc.) - insert |ordinal, like {result.team_rank|ordinal}
  • Convert decimal to percent - insert |percent, like {result.percent|percent}

Example:

  • {person.name} just closed a deal! 🍾 They're now {result.percent|percent} to goal of {result.target|currency} for {column.name} with {result.value_string}.
  • Myra Bautista just closed a deal! 🍾 They're now 85% to goal of $100,000 for Closed Won MTD with $85,000.

Pause an Alert

An alert can be paused at any time from the alerts sub-page in the settings page. 

  1. Go to the Settings page
  2. Select the Alerts sub-page
  3. Find the alert you want to pause and set the notification toggle to off

Note: You can resume the alert at any time by toggling this switch back on.

Delete an Alert

An alert can be deleted at any time from the alerts sub-page in the settings page. 

1. Go to the Settings page
2. Select the Alerts sub-page
3. Find the alert you want to delete and select the edit button
4. Select the red delete button

Note: Once an alert is deleted all notifications for this alert will be immediately stopped.

Still have a question? Send a message to our Pathlight support team using the chat in the bottom right corner.

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