Manage Alert Rules

In this page:

Alert Rule Overview

The "Manage Alert Rules" page lists all the alert rules (both active and inactive) with the following attributes: 

TermsDescription
Name Name of this alert rule.
Type The type of the alert to be triggered by this rule.
Status If this rule is active or inactive.
Last Triggered When an alert was last triggered by this rule.
30-Day Triggers Number of alerts that have been triggered by this rule over the last 30 days.

You can filter to view only the active rules (rules which will trigger alert for matching accounts) or inactive rules (rules which will not trigger any alert even if there is a matching account) by using the filter options located on the top left of the list.

You can also quickly search for a particular rule by typing a search term in the search box on the top right.

Hovering over the title of an alert rule will show a snapshot of the description of that rule. 

Edit, Copy & Delete an Existing Rule

To modify an existing rule, click "Edit" for that rule. You will then be directed to the rule editing page where you can modify the details of this rule. 

If you'd like to create a new rule based on the conditions defined in an existing rule, click "Copy" for the rule. You'll then be directed to the editing page of the duplicated rule, edit the details of the rule and click "Create" to save it as a new rule. Once saved, you will be able to view it in the alert rule list on the "Manage Alert Rules" page. 

To delete a rule permanently, check the select box for that rule and click "Delete" in the bottom left. You can also select multiple rules for bulk deleting. 

Delete Alerts Associated with a Rule

If you'd like to delete all the alerts that have been triggered by a particular rule, you can do so by clicking the action "Delete Alerts" for that rule. Please note that this action is not reversible, once all the alerts are deleted, they cannot be retrieved. 

Activate & Deactivate a Rule

Sometimes you might need to stop running a rule (e.g. your customer behavior changes and accordingly your criteria for triggering a particular alert has changed) but still want to keep it for future reference or for viewing the accounts that match the conditions of that rule. You can "Deactivate" the rule and put it into a "dormant" state. 

A deactivated rule will not trigger alerts for any future matching accounts until you "Activate" it again. 

To deactivate/activate a rule, check the select box for that rule and click "Deactivate"/"Activate" in the bottom left. You can also select multiple rules for bulk deactivating/activating. 

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