In this article
Click the “Add a Condition” text to add a condition that when met, will allow your task(s) to run.
Source and Function
Select a Source from the drop-down. Note that the source must include response data.
Select the variable the desired variable from the drop-down. This variable will serve as the basis for your aggregated alert.
After selecting a variable, the Function, status, Date variable and Current period fields appear.
Select a function from the drop-down, which covers the following:
• Average
• Count
• NPS
• Top 1%
• Top 2%
• Top 3%
To learn more about what each of these means, visit: Aggregating Functions in the Studio documentation.
Use the “Status” drop-down to filter responses between the following:
• All Responses – Includes all response data
• Complete – Only completed responses
• Incomplete – Only incomplete responses
• Screened – Responses that were screened from the survey
• Quota Full – Only responses that were rejected because the qualified quota cell was full
Select a Date variable from the drop-down.
Use the Current period drop-down to select what range of the response data you want to analyze.
• All Dates – Covers all data
• Days – Select from Today, or the Previous X days
• Weeks – Select from the current calendar week to date (Monday to the current day), or Previous X Calendar weeks
• Months – Select from current month to date (1st of the month to current day), or Previous X months
• Quarters – Select from current quarter to date (for example, 1st of January for Q1), or the Previous X quarters.
• Years – Select from the current year to date (1st of January to the current day), or the Previous X years.
Scenario
Beneath the “Scenario” header to the right, you can make the following selections:
Deviation from Target
This checks how much the response data deviates from a target specified in the drop-down.
Goes Below Target – In the “Target” field, enter the target the variable needs to go below in order for you to receive an alert. For example, you could check if the Likelihood to recommend variable average (depending on the function you picked earlier) goes below a target of 9. If so, you would receive an alert.
Goes Above Target – In the “Target” field, enter the target the variable needs to go above in order for you to receive an alert. For example, you could check if the Likelihood to recommend variable’s function (e.g. average) goes above a target of 5 or more. If so, you would receive an alert.
Decrease by a Set Amount – In the “Amount” field, enter the amount the target (defined in the “Target” field at the bottom) needs to decrease by for you to receive an alert. You can decide between a value or a percentage using the drop-down. For example, you could check if Likelihood to recommend variable’s function (e.g. average) decreases by a value of 2 or more below the set target. If so, you would receive an alert.
Increase by a Set Amount – Follows the same logic as above. In the “Amount” field, enter the amount the target needs to increase by for you to receive an alert. You can decide between a value or a percentage using the drop-down. For example, you could check if Likelihood to recommend variable’s function (e.g. average) increases by a value of 5 or more above the set target. If so, you would receive an alert.
Deviates Up or Down by a Set Amount – This option combines the decrease and increase by set amounts options, allowing you to have control over both scenarios. In the “Amount” field, enter the amount the target needsto increase or decrease by for you to receive an alert. You can decide between a value or a percentage using the drop-down. For example, you could check if Likelihood to recommend variable’s function (e.g. average) increases or decreases by a value of 5 or more above/below the set target. If so, you would receive an alert.
Trending Deviation
This checks if the response data deviates over a time period.
Goes Below Comparison Period
This option allows you to utilize the “Comparison” period drop-down in order to receive an alert when the variable’s function (e.g. average) goes below the value it was at during the selected time period.
From here, you can select the following from the “Comparison Period” drop-down:
Days: Click the toggle to select from Today, or the Previous X days by inputting a number in the related field.
Weeks: Click the toggle to choose between the specific calendar week and year from the drop-down. Other options include the current calendar week to date, which refers to the Monday of the current week to now, the current day. Also, you can choose to look back on the Previous X calendar weeks by inputting a number in the related field.
Months: Click the toggle to choose the specific calendar month and year from the drop-down menus. You can also select the current month to date, which refers to the 1st of the current month to now, the current day. Also, you can choose to look back on the Previous X calendar months by inputting a number in the related field.
Quarters: Click the toggle to select from Q1-Q4 using the drop-down, along with the year. You can also select the Current quarter to date, which references the first day of the current quarter (for example, January 1st for Q1) to now, the current day. Also, you can choose to look back on the Previous X quarters by inputting a number in the related field.
Years: Click the toggle to select a specific calendar year using the drop-down. Other options include the current year to date (e.g. 2023 refers to a range of the 1st of January 2023 to the now, the current day). Also, you can choose to look back on the Previous X years by inputting a number in the related field.
Goes Above Comparison Period
Similar to the below comparison period setup, this option allows you to utilize the “Comparison” period drop-down in order to receive an alert when the variable’s function (e.g. average) goes above the value it was at during the selected time period.
From here, you can select the following from the “Comparison Period” drop-down. These (Days, Weeks, Months, Quarters, Years) are identical to the below comparison period setup, so see the descriptions above for more information.
Finishing Up
When you have made your selections, click the Add Condition button to the bottom right to create the condition and automatically return to the Alert Workflow Summary page.
You will see your condition present on the Alert Workflow Summary Page: