Create and Configure Notifications (Alerts)

Akita's Notifications functionality ensures you are kept updated of any changes to your Accounts or Users that are important. The type and method of notifications can be configured to suit each individual Akita user. 

To start, navigate to Settings. Under My Profile click Configure Notifications [Below].

Now, Activate your Notifications [below].

To receive a notification when an account is added to a Playbook:

Under the section Notify me when accounts join the following Playbooks, you will see a list of the available Playbooks. There are 3 options and 2 channels to choose from

None: Select this if you prefer to receive no notifications relating to this Playbook.

All Accounts: Select this option if you want to be notified if ANY Account is added to this Playbook.

My Accounts: Select this option if you want to be notified if ANY Account is added to this Playbook.

To receive a notification when an account is added to a Segment:

How to set up notifications on the Segment page.

Navigate to the Segment you wish to enable Notifications for.

Next click on the Bell icon on the right hand side of the page and select the options that apply [see below]. 

• Disable Notifications: choose this option to receive no notifications.
• Send Notifications for my Accounts: Choose this option to receive notifications for accounts assigned to YOU.
• Send Notifications for all Accounts: Choose this option to receive a Notification when any account is added to this Segment.

Make sure to check the Send to Email box to ensure you receive your notifications.