With Alerts and Insights, you can eliminate manual tracking by creating automated notifications to ensure you're always in the loop on key changes in your business metrics. Once you've set them up, we'll notify you each time there's a significant change in your metrics (so you can spend more time doing the things that matter most).
What are Alerts and Insights?
Alerts are customizable notifications for increases or decreases in metrics of your choosing, whenever a set threshold is met. You can create an Alert directly within the app here - see the below instructions for a step-by-step guide.
Insights provide you with root cause analysis whenever we detect a meaningful change in CAC or Total Sales. Keep in mind that Insights are not customizable. To create Insights, simply reach out to our Support Team via the in-app live chat with your e-mail address, and we'll be happy to set these up for you (either via email or Slack).
How-To: Create Alerts
Step 1. Navigate to the Alerts tab within the app to get started. Keep in mind that as Alerts are customizable, we'll need to gather some information from you.
Step 2. Choose which metrics you'd like to keep an eye on from the drop down list (or use the search bar to easily search for a specific metric).
Step 3. Choose the monitoring frequency: daily or hourly. Hourly alerts are only available for customers on our Legacy Plus plan or of it's included in your Usage-based plan. Reach out to us in the app chat if you need the Hourly refresh add-on.
Step 4. Choose the date range that you'd like us to calculate this metric over. You can choose a set number of days, weeks, months, quarters, or years.
Step 5. Choose your threshold & trigger criteria for this alert.
For the threshold, you'll need to choose between absolute or relative monitoring. For example:
Absolute: You want to be alerted if your metric passes, or drops below, a fixed number (ex: Ad Spend went above $10,000; ROAS went below 2x)
Relative: You want to be alerted if your metric moves by a set percentage (ex: Ad Spend increased by 30%; ROAS decreased by 10%)
Once you've chosen between an absolute or relative threshold, you'll need to set your trigger criteria:
For an absolute threshold, enter your desired threshold for this metric, and whether you'd like this alert to trigger when your metric goes above, below, or either above OR below your set threshold.
For example, an absolute trigger criteria might look like this, if you'd like to be alerted when Ad Spend goes above $10,000.
For a relative threshold, enter your desired percentage, and whether you'd like to be alerted when your metric goes X% above, below, or either above OR below the previous period.
For example, a relative trigger criteria might look like this, if you'd like to be alerted when Ad Spend increases by 30% compared with the previous period.
Step 6. (Optional) If you'd like, you can apply Views to filter the data included in your Alert. This article details how to create Views if you'd like to easily filter all of your data throughout Polar in one click.
Step 7. Choose if you'd like to receive your Alert via email, Slack, or both, and add additional recipients. Don't forget to save your Alert before closing out of the page.
If you'd like to edit your Alert after you've created it, navigate to the same Alerts tab to make edits (or delete any Alerts you've previously created).
If you have any questions about setting up your Alerts or Insights, reach out to us via the in-app live chat and we'll be happy to assist.