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How to Set Up Alerts for Key Metrics

Learn how to set up proactive alerts in Shopflo Analytics so you're notified the moment a key metric needs attention - without having to check dashboards.

Written by Swapnil Sangal

Shopflo Analytics comes with a built-in alerting system that notifies you when a key metric crosses a threshold you define. Instead of opening your dashboard to find out what happened, alerts bring the insight to you - so you can act before a dip becomes a problem.


Setting Up a Premade Alert

Shopflo includes a set of premade alerts for the most critical metrics - like conversion rate, prepaid share, and sales orders. These are the fastest way to get started.

Step 1: Open your alerting dashboard from the Analytics section.

Step 2: You will see the premade alerts available for essential metrics. Browse through them to find the metric you want to monitor. Click on the metric you want to monitor - for example, Conversion Rate.

Step 3: An alert setup modal will open. Add the alert title

Step 4: Set the condition for when you want to be alerted. For example, here we will go with conversion rate.

Step 5: Set the alert threshold - the condition that triggers the notification. For example, set it to "less than or equal to 45%" to be notified when conversion rate drops below that level.

Step 6: Choose the monitoring frequency - Hourly for time-sensitive metrics, Daily for trends you review once a day.

Step 7: Choose the emails on which you want to receive the notifications on.

Step 8: Click Create. A confirmation tooltip will appear once the alert is active.


Creating a Custom Alert

If you want to monitor a metric that isn't in the premade list, you can create a custom alert. The setup is the same - pick the metric, set a threshold, choose a frequency, and add your notification channel.


Need more help? Reach out to us at support@shopflo.com and we will be happy to help.

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