How to Create an Alli Alert

Overview

Alli Custom Alerts allows you to build your own alerts, which are perfectly customized to meet your unique channel, client, and business climate needs.

All it requires is a simple SQL query and a datasource to begin receiving slack messages about the things that matter to you and your account most.

Setup Process

Navigate to Alli and select your client
Select the dropdown menu from the “Data” section on the sidebar
Select “Alerts” from the dropdown menu
Once the webpage is loaded, select “New Alert” on the righthand side
Enter a relevant name for the alert
Choose what source you want your data to pull from:

Option 1: Select from Datasource

This is when you want an alert that includes all the values within a datasource

Option 2: Custom SQL

This is when you want an alert that filters values from a datasource selectively (e.g. you only want a specific date range)

Steps:

Select “Select from Datasource”
Select your datasource from the dropdown menu
Click “Set Data”

Steps:

Select “Custom SQL”
Select “Edit SQL”
Write/Insert your SQL code (If you are setting up a Tablestake, you might need to refer back to that documentation for the code!)
Click Preview to view your selected data and verify that the data is correct
Click Save Data

[Optional but Recommended] Modify “Schedule” if you want the alert to run a recurring basis
(e.g. Weekly on Monday at 10am)
1. Select your alert preferences as needed
[Optional but Recommended] Modify “Communication” if you want to:
1. Receive a slack notification in a channel of your choosing
  1. Customize your alert message (e.g. Campaign has stopped spending!)
  2. Add your email address first, and make sure your account has access to the desired slack channel
  3. Enter the slack channel
2. Receive an email notification
  1. Customize your alert message (e.g. Campaign has stopped spending!)
  2. Enter your email
Save your app at the upper right (or click "Save and Run" to run if for the first time manually)
If you've selected "Save and Run", check the slack channel you set above for a message. If you run into an issue, or your alert does not send a message, check your email for an error message.

If you need help troubleshooting beyond that, reach out in the #alli-alerts channel for help, and include a link to the app for troubleshooting. You can also kick off General Support or Bug ticket to get the investigative process moving.

Happy Alerting!

Questions?

Tool Owner	Alli Solutions (@a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user @a user)
Slack Channel	#alli-alerts
Author	@a user @a user