Alert Triggers allow you to define a set of conditions which when met, cause an alert to be triggered.
Alerts are triggered by things that happen to your Contacts.
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3 step explanation
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An alert trigger is like a radar
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It scans Makerble for specific things
Using this analogy:
the radar is the Alert Trigger
the dot in the radar is the Alert
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You decide what you want the radar to look for
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This is what you do whenever you create or edit an Alert Trigger
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When the radar sees something that matches your criteria, it generates an 'alert'
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This is the Alert that the user gets in their top menu
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You can see all of your ‘radars' (in other words, all of your organisations Alert Triggers) on the Manage Alert Triggers page
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How to create an Alert Trigger
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How alerts work
Alerts are a special type of notification
Alerts appear in the Alerts button in the top menu (its icon is the shape of a klaxon)
A number appears next to the Alerts button in the top menu to tell you how many unresolved Alerts you have
An alert can either be unresolved or resolved
Each alert you receive is about a single contact
Get started with Alerts
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In order for you or anyone in your organisation to receive Alerts, one of your Organisation Admins must create an Alert Trigger |
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Make everything work like clockwork, with Makerble Automation
Streamline Every Step of Your Process: Automatically manage tasks like enrolling contacts, updating statuses, or assigning flags by creating your own custom automations.
Automate With Precision: Set custom criteria to trigger actions tailored to your contacts, saving time while ensuring accuracy.
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You can create Automations on Makerble that perform one or more Actions when certain Criteria are met.
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Watch the walkthrough video
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How it works in 3 steps
Step 1 | Step 2 | Step 3 |
Choose the Criteria you want Makerble to look for | Choose the Actions you want Makerble to do
| Now sit back and wait for Makerble to: (1) spot contacts who match the Criteria (2) do the Actions, e.g. create an In-App Alert |
Automations: Criteria and Actions
Types of Criteria | Types of Action |
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Every automation is specific to a single project.
Individual Automation Actions are generated for every individual contact who meets the Automation’s Criteria
For example, if the Automation is designed to generate an In-App Alert every time a contact is moved to a particular project, Makerble will generate a separate In-App Alert for each contact who is moved to that project (rather than creating a single ‘batch In-App Alert’ that relates to all the contacts who were moved into that project)
Get started with Automations
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Change in terminology
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