Stay on top of critical website, social media, and ad campaign events with real-time alerts delivered to your preferred Microsoft Teams channel.
These alerts can be triggered by events like:
A high-value lead from a target account lands on a key conversion page (e.g., pricing, demo request).
A visitor stays on an important webpage for an extended period (say more than 60 seconds).
A form is submitted (e.g., contact, signup).
A visitor lands on your site via a paid search campaign.
Someone checks out a competitor comparison page.
A visitor spends over a minute reading a blog post.
A qualified lead revisits your pricing page.
Consider these alerts your tireless virtual assistants, keeping a watchful eye on your website and platform activity, and notifying you of key moments as they happen.
How do you integrate with Teams?
Log in to your Factors.ai account
Click the Settings icon (⚙️) in the top nav sidebar
Select Integrations.
Find Teams and click Connect Now.
Follow the on-screen instructions to authorize the connection.
How to set up an alert?
Click the "Automations" tab in the navigation bar, then select "Real-time alerts."
Hit the "New Alert" button.
First select if you want to get alerted when an account performs an activity or a person does it in the ‘When’ tab.
Now you need to decide what activity you want if you want to be alerted for.
"Do this" refers to specific actions taken by accounts or individuals that you want to be alerted about.
In other words, you will be notified every time an account or person performs a set event.
Some examples of these notifications:
A specific page view
Website session
LinkedIn AD view
G2 page visit
Let’s take an example
Imagine a visitor is viewing the pricing page on your website
Now you only want to be alerted about ICP visitor accounts—which have a much higher probability of converting
Go to the filters and narrow down. Say you only want to be alerted about visitors from the ‘Software and Technology” industry who have between 100-499 employees.
The next step is naming your alert.
Give your alert a clear name that reflects its trigger action. For example, "Pricing Page Visitor Alert" instantly tells you [and your team] what it is tracking.
Now add a message that adds context to an alert.
For example, for a ‘pricing page visitor alert, add the message: “An account at which is from the software and technology industry visited the pricing page."
And now, choose the information you want to see with each alert.
Pick from details like company name, domain, visited page, Hubspot status, and more. This helps you understand individual interactions in context.
For context you can add over 400 properties to see on the alert. Please email us at help@factors.app if you need help setting this up.
Now push alerts to Slack by selecting Teams in the ‘Destinations’ tab
Now choose what channel you want to send the alert to in Teams by picking a channel in the ‘Select channel.'
Now that you've set up the alert send out a test alert to see if you're happy with the alert setup.
Advanced settings
Get notified only when it matters. Eliminate alert overload.
Limit alerts: Use it to limit getting alerts for the same value of company domain, channel, landing page, or others for a defined period of time.
Hyperlinks in alerts: Add a direct link to the Factors alert settings inside every real-time alert. Quickly jump in and edit the alert if it doesn't display all the details you want to view or is shown too frequently.