How to get alerts from Agencies
Alerts is a feature that enables you to get alerted when these data points are updated for an agency:
- Gained new client
- New employee started
- New tech-partner
The principle is for you to highlight a list of Agencies you want to track these alerts for before getting a CSV update at the start of each month with the updates on that list. This list can have 2 attributes:
- Agencies you currently manage and want to stay updated with
- Agencies you want to win in the future, and will use this alerts as a “buying intent” signal to engage with the Agency
The core use-case for this feature is that I have a list of Agencies I want to engage with effectively, and I’ll use this unique information to increase conversion of that engagement.
Here’s how to use it:
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Navigate to “Alerts” tab
- Here you’ll see:
- Area to add or upload a new list
- Historic Alerts against that list
- Here you’ll see:
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Uploading your list
- You have 2 options here. Firstly, you can type in your list against the drop-down menu that will match against the database. For example, if I type in “underground” I can choose “Underground eCom” from the list to be set as an agency to track:
- Secondly, you can upload a CSV with a larger agency list
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Once list is uploaded, click Save
- The list will now be saved for future alerts on the following data points:
- Client Change
- Employee Change
- Tech-partner Change
- Alerts are triggered at the start of each month, based on refreshing of the data in the database.
- The list will now be saved for future alerts on the following data points:
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Alert outputs
- Once an alert has been triggered, it will send you a CSV on email with the data on each Agency:
- The CSV will be formatted with the Agencies you’re tracking on the left-hand side, with Tech-partner change, Client change and Employee change as columns:
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Historic Records
- All historic Alerts once sent are then stored in the Alerts tab under the list you’ve uploaded:
- All historic Alerts once sent are then stored in the Alerts tab under the list you’ve uploaded: