How to create a notification

How to Set-up the Notifications


  1. Apply filters or select the Segment you are interested in.

  2. In the new window

    1. Name your Segment (NOTE: in illustration we refer to 'Smartlist" - this is now called Segment

    2. Check 'Create email alert' box

    3. Select frequency, Daily or Weekly

    4. Select format - .CSV or HTML (in body of email)

    5. Select recipients (from your users) - if you don't see person - add them under the Users section first

    6. Click save

How to disable Notifications

If you like to stop receiving notifications, you need to

  1. Find the specific name of the Segment (this should be in the title of the email)

  2. Select the segment in the application

  3. Click the Save (as) button in the bottom-left corner

  4. Untick the 'mail this list' checkbox

  5. Save

Note: You need to be the owner of a Segment if you want to make changes.

So if you receive a message indicating you are not authorised to make a modification to the Segment, you either need to contact your admin or change the ownership in the Segment Overview.

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