Alerts Basic Overview (Studio)

About Alerts

You can create alerts in Discover that let you know and other users know when certain events happen with your data. If you want to create or manage alerts, click the profile icon and select Alerts.

There are 2 kinds of alerts you can create: verbatim and metric.

Verbatim Alerts

Verbatim alerts let you decide which topics you want to be notified about. Every time a certain topic is mentioned in customer feedback, an alert is triggered, letting you investigate the issue and act on it.

1. Creating verbatim alerts: A new verbatim alert is created in Designer. It defines topics to be monitored for new feedback. Refer to Designer Help to learn more about creating new verbatim alerts.
2. Subscribing: A group in Studio is subscribed to one or more alerts. See Subscribing to Verbatim Alerts.
3. Notifications: As new data is loaded into Designer, XM Discover monitors it and, when alert conditions are met, generates an alert. It then becomes available to all group members in Studio in the Alerts menu. Depending on settings, it may also be sent via email.
4. Document explorer: Each alert can be opened and examined in document explorer. See Viewing Verbatim Alerts.

Metric Alerts

You can create an alert that sends out whenever a certain threshold is met by one of your metrics. These alerts can be in-app or over email. Set up metric alerts to keep informed on emerging trends, positive and negative spikes, and key goals to help stakeholders make decisions quickly.

See Creating Metric Alerts or Managing Metric Alerts for more.

FAQs