Types and conditions
There are two types of alert:Goals
Condition Goal about to close unmet: it triggers when there are fewer than N days left to close the goal period and the goal is still below the target. The number of days is configurable, 7 by default, with a range of 1 to 365.Volume
Two conditions on the response volume of a tool (wokus, NPS, CSAT, CES, or forms):- Response drop: responses fall by more than a percentage against the recent average.
- Response spike: responses rise by more than a percentage against the recent average.
Scope
Each alert defines what it applies to:- Goals: all active goals, or a specific goal.
- Volume: all instruments of a tool, or a specific instrument.
Frequency and recipients
The frequency works as a cooldown between notifications while the condition keeps occurring:
Notifications reach a list of emails that you define freely, from 1 to
50 recipients. They do not need to be woku users.
How it is evaluated
Each alert is evaluated automatically once a day. In addition, the Evaluate now button in the detail runs the same logic instantly, useful for testing a newly created alert. The detail of each alert opens in a side panel with the sections Rule, Applies to, Send notification to, Frequency, Dispatch history, and System status. The System status section shows the date and time of the last review and the resulting status:- Triggered: the condition is met and a notification is due.
- All good: the condition is not met.
- Insufficient data: there is not yet enough history to compare. The alert will trigger once there is.
Dispatch history
When an alert fires, it sends the email to the recipients and records that dispatch in the Dispatch history of the detail, with date and time. The alert card in the list shows the cumulative counter of notifications.Audit
Creating, editing, deleting, and evaluating an alert are recorded in the audit log asalert.create, alert.update,
alert.delete, and alert.evaluate.