How do I set up tile notifications?

Notifications can be configured so that when your business reaches a defined goal or target, an alert is triggered.

Best practice

Before starting, it’s a good idea to ensure that all the apps that you need to receive notifications for are connected to your tracker. To learn more about connecting an app, click here.

Enabling notifications

You can set up notifications that trigger when your business hits a target (daily, weekly, or monthly). For example, when you set financial goals for the month, you’ll be notified once your data has reached or exceeded the targets. Notifications are received as emails, direct alerts on your tracker, or via push notification to your mobile device.

To enable notifications:

Log in to your 9Spokes dashboard.
Click the  icon in the top right-hand corner of your Tracker. The Notifications panel displays.
Click the  icon.
Enable the Notifications master settings toggle. Settings display.
Use the tick boxes to select the type of notifications you wish to receive: Alerts and Push notifications.

For more information on setting up push notifications to your mobile device, click here. 

Customizing notifications

To set up custom notifications for specific apps and tiles:

Log in to your 9Spokes dashboard.
Click the user profile icon in the top-right corner of your Tracker.
Select Settings from the drop down menu.
Select Notifications on the left panel.
Enable the Notifications master settings toggle.
Under Advanced settings, you'll see your connected apps and the associated tiles. Enable the toggle button beside a tile to activate notifications for that tile.
Click on a tile to open the corresponding notification settings.
Use the drop down to select your Notification method.
Under Targeted alerts:
1. Tick the Period and Metric boxes to set your metrics.
2. Enter numerical thresholds into the Target fields.

Nice work! Notifications will be triggered to alert you when your set targets are hit.