Adding Alerts to Forms
Looking for immediate answers to how well your product is performing out in the field?
Form alerts are set up through the Create Alert button option at the end of every Repsly Form template. In creating an alert, a back-office user must specify the email’s subject and identify recipients.
1. Click on Forms and choose the Form you would like to add Alert to
2. Scroll down to the Alerts tab
3. Click on create alert button. Once you press that button, you must fill out the required information and then press save to create the new alert.
Choose a name for your alert and the recipients of your alert. The recipients must be your back office users, and the alert title can be anything you want.
You can create form alerts with Yes/No, dropdown Selection, Numeric, and Date question types.
When the form input matches the desired criterion, an alert is triggered and sent to the assigned e-mail recipients directly linked to a form in question.
NOTE: You can create alerts that must match multiple criteria.
Alert that must match all criteria.
To set up an alert that must match multiple criteria, you can create one alert with multiple questions.
In this example, both the answer to "Straightened shelves during the visit" must be "Yes" and "What aisle is our product in" must be "2". Only then will an alert be sent. If the answer to "What aisle is our product in" is "2" and the answer "Straightened shelves during the visit" is "Yes."