Alert type settings

Reporting > Action > Alerts > Type Settings

Note: This topic describes Alert management using Medallia Setup. Although some Alert properties are common between Setup and Admin Suite, some options can only be configured with Admin Suite, and these may have unintended effects on Setup options. For more information about these differences, see Differences between and issues with managing alerts in Setup and Admin Suite. For information about configuring Alerts with Admin Suite, see Alerts.

Advanced setup options for alerts, including which alert appear in filters for a role, the business days to include when computing trigger delays, and the address(es) to receive copies of Rapid Response email notifications.

Each alert (type) has these advanced settings:

Alert Type description
A free-form description of the alert for documentation.
Roles that have this AlertType available in the filter
Determines which roles see the alert in the Alert filter of the Responses report. In Medallia Mobile, users can select and unselect notifications for the alerts assigned to their roles.
Tip: By default, no roles can see an alert. To make an alert visible to a role, select the role by moving it into the right panel.
Alert Filters per workspace showing up in Responses filter for a role
Excluded days (Business days)
Days of the week alert timers use when calculating trigger delays. No workflow activities are triggered during non-business days, and the excluded days (right column) are ignored when calculating a timer delay. For a complete discussion, see Alert business days. To exclude specific days in a year, use the Holidays calendar option.
Fixed CC Field

Email addresses to receive copies (CC:) when a Rapid Response email is sent for the alert type. Use this feature, for example, to notify an enhanced customer care team when an important customer makes a complaint on a survey.

Addresses in the Fixed CC fields showing up in the CC of a response email

Note:

  • Separate multiple address with commas.

  • The email addresses bypass any domain name restriction set in Company settings.

  • When Enhanced responses is on, the email address are not included because all communications happen in the Responses report, including replies to rapid responses.

  • The email addresses in this property are added just before the email is sent, and can potentially allow people to see sensitive or identifying data. Ensure that you enter email addresses only for people that should have access to sensitive data. For more information, see Data protection.

Holidays calendar
Days of the year to use when calculating trigger delays. No workflow activities are triggered during the holidays defined for the calendar in use. Define calendars on the Alert Holiday Calendars screen, and choose the calendar to use for this option.