1. Under Global Settings > Alerts, you’re able to manage the alerts that new users to your team will receive about the clients they manage or tasks assigned to them. You can specify which alerts you want and the condition that will trigger them.
2. Under My Settings > Alert Preferences, you’ll be able to edit your personal preferences, as well as enable daily and real-time alerts. For Pulse, the daily alert notifies you, your manager, and executives when a client’s pulse hasn’t changed in xx days. The real-time alert notifies those same individuals when a client’s pulse is set to xx or below.
**What we recommend**
Depending on how frequently you engage with clients, you’ll likely already have an idea in place for this alert. At ClientSuccess, we have an alert set to remind us when Pulse hasn’t been set in 21 days, and when pulse is set to "Some Risk" or below. This reminds and gives us the opportunity to look at the relationship we’re forming with clients. If a client is “Very Satisfied”, are they still “Very Satisfied” 21 days later? Do I need to step in and continue to advocate for them? Is there additional value I can bring to the relationship? It’s also beneficial for your manager and executives to be notified when a client’s pulse has been marked to “Some Risk” or below. This flag works to prevent surprises later down the road.