Notifications

Notifications let you deliver KPI alerts and scheduled digests to Email, Slack, and Teams. Recipients receive a branded card showing the metric value, Status band, and a link to the live read-only dashboard — no Shopify login required.

Access Notifications from the bell icon (🔔) in the dashboard header. The Notifications page has two tabs: Channels and Rules.

Channels are account-wide; rules are per-dashboard. A channel you add on one dashboard is available when creating rules on any other dashboard.

Channels

A channel is a reusable delivery destination — an email address, a Slack webhook URL, or a Microsoft Teams webhook URL. Rules reference channels to determine where to send notifications.

Adding a Channel

1. Open any dashboard and click the bell icon (🔔) in the header.
2. On the Channels tab, click Add channel.
3. Choose a channel type:
   • Email — enter a recipient email address
   • Slack — enter an Incoming Webhook URL from your Slack app
   • Teams — enter a Power Automate / Workflows webhook URL from Microsoft Teams
4. Optionally add a Label (e.g. “Ops team”, “#growth-alerts”, “Leadership”) to identify the channel in the channels list.
5. Click Add channel.

For Slack and Teams webhooks: click Send test before saving. A verification ping is sent to the webhook URL. When “Test delivered” appears, the channel is verified and the Save button becomes active. Unverified webhooks cannot receive alerts — you must test before saving.

For email: no verification step is required — valid addresses save directly.

Channel Status Badges

Managing Channels

Click the ··· menu on any channel row to:

Rules

A rule defines what to watch, when to fire, and where to send the notification. Two modes are available: Alert (fires on a Status band change) and Schedule (fires on a recurring timetable).

Creating a Rule

1. Switch to the Rules tab on the Notifications page.
2. Click + New rule.
3. Complete the three-step Rule Builder:

Step 1 — What to watch

Step 2 — When to send

Alert mode — fires when a Status band condition is met:

Multiple triggers can be combined (e.g. “Goal missed OR At risk”). “Any status change” cannot be combined with specific triggers.

Set a Cooldown to prevent repeated alerts for the same card:

Schedule mode — fires on a recurring timetable regardless of card Status:

Scheduled rules deliver a digest of the selected card or all dashboard cards at the configured time.

Step 3 — Where to send

Select recipients from two sources:

• Saved channels — click a channel chip to toggle it. Unverified channels show a “Pending” badge and cannot receive alerts until tested.
• One-off email recipients — type an address and press Enter. These are attached to this rule only and don’t require a saved channel.

The Live preview panel shows a plain-language summary of the rule (e.g. “Notify when Revenue becomes At Risk, at most once per day”) and a preview of what recipients will receive.

4. Click Create rule.

Enabling and Disabling Rules

Each rule card shows a toggle switch. Turn it off to pause the rule without deleting it — useful for muting alerts during a planned promotion or data migration. The rule stays in the list but fires no notifications until re-enabled.

Editing and Deleting Rules

Click the ··· menu on a rule card to edit or permanently delete the rule.

What Recipients Receive

Each notification contains: - The card or dashboard name - Current Status band (e.g. “At Risk”, “Goal Reached”) - Current metric value and percentage change vs. the prior period - A View dashboard → button linking to the read-only public share

External recipients open a tokenized read-only view — no Shopify login required. The share link can be expired or revoked at any time from the Share modal. See Sharing & Exporting.

Next Steps

• Sharing dashboards — create and manage public links
• Creating cards — set up the goal that drives alerts

Still need help? Open a support case