You can use alerts to set up Slack or email notifications when graph or funnel analysis results go above or below a certain threshold. This enables you to quickly spot and address changes in crucial business metrics. For example, if you see a drop in checkout conversion, you can review and fix any issues within that flow that might be holding back potential buyers. If you see a sudden increase in new signups, you can tailor marketing efforts to this new group of users to encourage additional engagement.
We recommend setting alerts for reports that you tend to check often, such as multiple times a week. You can set the alert threshold to ensure you’re only receiving them when significant changes occur.
Set New Alert
Team members in the Read-Only role cannot set Alerts.
You can set alerts on graph and funnel reports. To set an alert, navigate to the report you want to add the alert for or save a new report. As an example, at Heap, we want to know if there’s a decrease in users going through our installation content flow.
To add the alert, click the three dots in the top-right corner and click Add Alert… in the drop-down that appears.
In the pop-up that appears, select:
- Whether the alert should be set off by an increase or decrease in metrics
- The amount and type of change:
- Percent: If you have a conversion rate of 50%, and you choose a threshold of 10%, you’ll get alerted if the conversion rate drops below 45%
- Percentage points: If you have a conversion rate of 50%, and you choose a threshold of 10 percentage points, you’ll get alerted if the conversion rate drops below 40%
- The comparison period for the alert to be compared to, e.g. previous month, quarter, or year
- Send via email: Add the email addresses that the alert should be sent to – you can select a Heap team member via autocomplete or type in a non-Heap team members’ email
- Send via Slack: Select the Slack channels this alerts should be sent to
If the email address belongs to someone who is not part of your Heap workspace, they will still get the email, but they will need to be invited to join Heap before they can use the link in that email to see the report.
Once you click Enable, the alert will be set for this report.
For email alerts, when the alert is set off, all email addresses added to the alert will immediately receive an email like the one below. Note that alerts will be computed at 1am PDT (12am PST once DST is over) nightly, regardless of the recipient’s time zone.
Add Heap to Slack
To set alerts that will be delivered as Slack notifications, you must first set up Slack with your Heap workspace. You’ll be prompted to do this when setting up an alert. Click the ‘Add Heap to Slack…’ button to get this set up.
You must have permission to install apps to your Slack workspace to integrate Heap.
You’ll be prompted to grant permission for Heap to access Slack. Once you grant permission, you’ll be redirected back to Heap to finish setting up your alert.
Once enabled, here’s how your alert will look in Slack:
Viewing Reports with Alerts Set
To see reports that have alerts enabled, navigate to the Reports page, click the filter icon to the right of the reports search bar, then select Has Alerts in the Alerts section.
Updating & Deleting Alerts
You can review and update an alert at any time by navigating to the report and selecting Edit Alert… via the drop-down in the top-right corner.
Review and update the options listed in the Edit Alert pop-up to your heart’s content. You can also delete this alert by clicking Remove Alert in the bottom left corner.
Currently, alerts are not supported for:
- Reports using a group by
- Reports using the date range granularity ‘Date to Now’
- Reports using a custom date range
- Graphs using average time between
- Graphs with ratios