How Do I Setup Notifications?

In this article you will learn how to setup alerts.

How Do I Setup Notifications?

You can access the notifications menu in your user settings or by clicking on the "Setup your Notifications" prompt in the Onboarding Checklist.

From here you can toggle the notifications you'd like to receive on and off using the green switches. Please note all notifications are on by default.

Here's a brief explanation of each of these notification types:

• My Network Notifications - We'll alert you when someone new to your network is connected to an opportunity in Aptivio.
• Shared Opps Notifications - We'll notify you when an opportunity has been shared with you by your team (we highly recommend keeping this on)
• Audience Ready Notifications - We'll notify you when an audience you've created is ready to be exported (we highly recommend keeping this on)
• Client Visited [Website] - We'll notify you when opportunities relevant to you, or opportunities you follow have visited your site
• Client Visited Competitor Website - We'll notify you when opportunities relevant to you, or opportunities you follow have visited a competitor's site
• New Aware/Engaged/InterestedCommitted/Closed Account - We'll notify you as accounts move into each stage of our engagement funnel. For more details on these stages check out this article.

Watch this Loom video about Alerts