Set up engagement-based alerts in Factors

Created by Rahul Danak, Modified on Fri, 17 Jul at 3:41 PM by Vaishnavi Sankaran

Alerts in Factors are real-time notifications that nudge you about specific events happening on your website, social media, and AD channels.

These events can be triggered by various actions, such as:

A visitor from a target account lands on a high-intent page (e.g., pricing page, ebook download page)
Someone spends a certain amount of time on a specific section of your website
Someone submits a form (e.g., contact form, registration form)
Someone came to the website through a paid search campaign
Someone visited one of your competitor comparison pages
Someone spent >60 seconds reading one of your blogs
An existing opportunity just visited your pricing page

Think of alerts as your virtual assistants, constantly monitoring your website and platform activity and reporting back on important events.

You can set up to deliver alerts over in Slack or Microsoft Teams. Read their help doc to learn more.

How to set up an alert?

Click the "Automations" tab in the navigation bar, then select "Real-time alerts."

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:

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 the alert. Please email us at help@factors.app if you need help setting this up.

Now choose where you want to be alerted — it could be on Slack, or Microsoft Teams, or you can send this data to another app using webhooks and automation apps like Zapier or Make.com.

Read here to learn more about Slack integration and read here to learn more about Microsoft Teams integration.

We have another doc for webhooks.

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.