Notifications
How to set up and manage notifications (email alerts or scheduled downloads)
! Available to Full account holders only, i.e. not Core accounts !
WHAT?
Notifications let you automatically share Contalto's events intelligence with anyone in your team or wider organisation, regardless of whether or not they have a Contalto login.
There are two types of notification:
- Email Alerts
- Scheduled Downloads
EMAIL ALERTS notify recipients of relevant new events added to the Contalto database in the past 24 hours. You may set up any number of alerts - based on competitors, event themes, venues, sponsors or other criteria.
Emails are only triggered if events that meet your criteria are added to, or updated on the Contalto database overnight, and all active alerts are combined into a single email, received daily, weekly or both, depending on your preference.
Event alerts include new events as well as updated events…
New events: events that are added to the Contalto database for the first time.
Updated events: events that were already in the database, but have been updated with fresh information, such as new sponsors or speakers, or with links to video content post-event.
SCHEDULED DOWNLOADS are dashboard reports sent to recipients as a link contained in an email. Simply click the link to download the dashboard.
These scheduled downloads may be based on custom or standard dashboards, and flexible scheduling and formatting options are available.
WHERE?
Notifications and email lists (recipients of alerts or downloads) can be managed from the horizontal toolbar at the top of the screen.
Click the notifications icon in the toolbar to view and manage notifications and email lists.
Here you can view all your notifications at-a-glance, as well as edit or delete them.
If you don't yet have any notifications, you will be prompted to create one.
HOW?
Set up Email Alerts
First you need to be viewing an events feed or the events calendar…
View this article about Event Feeds if this is new to you.
Then apply your preferred filter or filters to give you the information you or your team are interested in.
With the filters applied, close the filter panel…
Check this article on Filters and Filtering to learn all about applying filters.
Next, in the filter summary panel, choose the ‘Set Up Alert’ option…
Finally, choose the desired alert frequency, select the appropriate email list, or add a new one, and then name and save your alert…
Your newly created alert will now be listed in the ‘Manage Notifications’ area (click notifications icon in the top toolbar to view).
Set up Scheduled Downloads
First open a dashboard from the main menu (click any of the icons below the horizontal line in the menu).
Check the dedicated article to learn all about Dashboards.
With the dashbord open, and any additional filters applied, click the ‘Schedule & Share’ button.
Next, choose the optimal frequency, select the data period and format, choose the appropriate mailing list (or add a new one), and finally, name and save your download…
Your new scheduled download will now be listed in the ‘Manage Notifications’ area (click notifications icon in the top toolbar to view).