How To Create Alerts
Have a goal to get your products stocked in a certain retail banner or region? Check out our video guide to create an alert.
Set up an alert so you can receive a notification when your requests are trending where you’re aiming to grow! You can also set alerts for a request threshold as a reminder to login to your dashboard.
Steps :
1) From your
dashboard
, select the “Notifications” tab at the top of the page.
2) Select “Manage Alerts” on the left side menu.
3) To create a new alert, click the “Add” button under “Manage Request Alert”
4) Now, you will create the critera for a single alert. Once all criteria has been met, you will receive a notification. Fill out the “Add A New Request Alert” form:
5) Click “Add Alert” to save the alert.
Common Terms :
1. Number of Shoppers :
The number of shoppers at which you wish to receive a notification.
Check out our Request Targets for suggested request numbers based on the type of retailer you’re targeting.
Request Targets
| Type of Store |
# Of Requests |
| Big Box National Retailers |
40+ |
| Medium Size Chains |
25+ |
| Small Chain Retailers |
15+ |
| Independents & Natural Grocers |
5+ |
- Banner :
Optional - The store you’d like to receive notifications for.
- Region:
Optional - Cannot be selected if “State/Province” is selected; The region (geographic group of states or provinces) you’d like to receive notifications for. The regions are defined as those reflected on the US Census Map.
- State/Province :
Optional - Cannot be selected if “Region” is selected; The state you’d like to receive notifications for.
- Send Email:
Check this box to receive an email when the critera for your alert is met in addition to a dashboard notification.
Recurring: Check this box to receive a notification and email each time the criteria for the alert is met.
Not sure where to start? Try out some of these combinations to keep you informed.
Examples:
1) To receive a notification every time you have 10 new requests :
Number Of Shoppers: 10
Leave the rest of the dropdown menus blank
2) To receive a notification when you’ve hit 40 requests at Whole Foods in New England:
Number Of Shoppers: 40
Banner: Whole Foods Market
Region: New England