> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/admin-overview/manage-alerts.md).

# How to Set Up Alerts and Notifications

### Instructions

#### Set Up Alerts on a Form

Use form-level alerts to get notified about activity on a specific form.

1. Navigate to [**ENGAGE > Survey & Forms > Manage Forms**](https://control.peoplevine.com/surveys).
2. Locate the form and click the **Menu** button (blue) to open its Form Detail page.
3. Click **MANAGE ALERTS**.
4. Under **Add an Alert**, configure the following:
   * **Notify Via** — select **An e-mail** or **A text message**.
   * **Alert Recipient** — choose **Send to me** or **Send to a coworker**.
   * **Track Between / And End On** — set a date range, or leave blank to always track.
5. Under **Select Alerts to Enable: When someone('s)...**, check the events you want to be notified about:

| Event                              | Description                                 |
| ---------------------------------- | ------------------------------------------- |
| **Completes a Form**               | A user submits the form                     |
| **Response is set to Completed**   | A response status is changed to Completed   |
| **Response is set to Approved**    | A response status is changed to Approved    |
| **Response is set to Rejected**    | A response status is changed to Rejected    |
| **Response is set to In Progress** | A response status is changed to In Progress |
| **Response is set to Flag**        | A response is flagged for review            |
| **Response is set to Viewed**      | A response status is changed to Viewed      |
| **Response is set to Waiting**     | A response status is changed to Waiting     |

6. Click **CREATE ALERT**.

Active alerts appear in the **Active Alerts** table at the top of the **MANAGE ALERTS** page, where you can also remove them.

#### Set Up Global Alerts

Use global alerts to get notified about events across the entire platform — not limited to a single form.

1. Click **Hello, \[your name]** in the top-right corner of the control panel.
2. Click **View Alerts**.
3. On the **My Alerts** page, click **ENABLE ALERTS**.
4. Under **Setup**, configure:
   * **Automatically Send Me** — select **An E-mail** or **Text Message**.
5. Under **Select Alerts to Enable: When someone('s)...**, check the events you want to track. Categories include:
   * **CRM** — Registered or Added to CRM, Updated CRM Profile
   * **Memberships** — Joins, Active, Pending, Suspended, Cancelled, Expired, Failed, Renewed, and other status changes
   * **Subscriptions** — Payment Completed, Payment Fails, Cancelled, Renewed, Reactivated
   * **Commerce** — Places an Order, Fails to Place an Order, Transaction Processed, Transaction Fails, Invoice Generated, Purchases a Gift Certificate
   * **Bookings** — Books/Cancels an Appointment, Makes/Cancels a Reservation
   * **Loyalty** — Earns Points, Redeems Points, Denied Points, Joins a Loyalty Program
   * **Forms & Applications** — Completes a Survey/Form, Completes a Survey Group/Application
   * **Events** — Registers for an Event, Cancels Registration, Purchases Tickets
   * **Other** — Sends a Text Message/SMS, Posts a Review, Webhook Fails, Integration is Down
6. Click **ENABLE ALERTS**.

#### Manage Existing Alerts

1. Click **Hello, \[your name]** in the top-right corner and select **View Alerts**.
2. Check **Only display trackers sent to me directly** to see only your own alerts.
3. To remove an alert, click the red **delete** button in the **Remove** column.

> **Note**: Text message alerts require Twilio integration. See your SMS setup under [**CONNECT > Integrated Platforms**](https://control.peoplevine.com/admin_authenticate.aspx).

### Best Practice

Start with form-level alerts for forms that require timely follow-up — such as Contact Us inquiries, nomination forms, or event requests. Use global alerts sparingly to avoid notification fatigue; focus on the events most critical to your role.

### What Happens Next

* **On the system side**: When a tracked event occurs, Peoplevine sends the configured notification (email or SMS) to the specified recipient. Form-level alerts only trigger for the specific form they are attached to. Global alerts apply across all activities of that type.

***

*Last updated: 2026-05-24*


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