So you want to be notified when someone completes a touchpoint in PeopleVine? Follow these steps to get alerts setup:
Setup Global Alerts for All Touchpoints
You can setup a global alert which will send you an email or sms as soon as a touchpoint occurs for all items (e.g. for all surveys completed) by following these steps:
Setup Alerts for a Specific Touchpoint Completion
You can setup an alert for a specific touchpoint in the system. For example when someone completes the survey "Leave Feedback" we can send a single alert by following these steps:
Please note that each person would need to login to their account to enable these alerts, currently you can't assign them to someone else (unless you do it through our API).
To remove alerts, simply click on your name, click View Alerts and then you will see a list of the existing alerts that are in place.