- Tag specific IPs or machine IDs of visitors and manually assign a name, physical location and personal information. This helps to immediately identify tagged visitors on the reports and as soon as a tagged visitor returned to the website
- Schedule email alerts. The alerts are sent using a defined notification frequency. For example, the tagged visitors history is first logged and then the log is emailed to you either daily, weekly or monthly
- Setup immediate email alerts. These instant email alerts are sent when a visit of a specific person is detected
- Setup visual tracking console notifications which produce either popups or inline notification notes that appear while you browse your visitor tracking reports. These visual console notifications can be combined with email alerts to receive an email copy of all alerts that have occurred
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Setting up an email alerts and visual console notifications
Setting up an alert requires tagging a visitor’s IP address. Tagging creates an internal visitor ID to which all alerts and notifications are assigned. When you create an alert, the system will automatically tag a visitor IP address.
To create a visitor alert and setup notifications:
- Navigate to My Projects
- Using the Visitor Alerts drop down menu, enable email alerts by selecting [Email: Send] from the drop down menu. If you would like the alerts to be simultaneously disabled on your reports, you can use other options that also enable [Email] function, such as [Email: Popup & Send]
- Using main project’s menu, click on [Page Loads] button or any other report that shows individual visitor IPs, such as [Visitor List] or [Came From]
- Select any log entry with an IP address of a visitor that you would like to receive alerts for and click on [ALERTS] button
- On the next screen, you have 2 options:
1. If the selected IP has never been tagged before, click on the ADD button, to create an address book entry that will contain the visitor’s name or an ID
2. If you already have an address book entry that you can assign to the selected IP address, click on the address book entry name
- While creating a tracking address book entry, enter the visitor’s name or any call sign. Then click on the [ALERTS] tab
- On the Visitor Email & Console Alerts screen, using Alert function drop down menu select [Enabled]. The Pause options are used to pause alerts for a defined period of time.
- Using the Alerts Expiration drop down menu, select a timeframe after which the alerts will be paused. If for example, you would like to receive an alert if one of your visitors returns within 2 weeks after setting up an alert, select [14 days] from the menu. If the person does not revisit your pages within 14 days, then this alert will be deactivated.
- Next, select [Email] option from the Alert Method drop down menu. If you also would like to see console alerts while browsing your reports, you can choose the appropriate option from the drop down menu
- In Email Alerts Configuration section use the Visits to capture drop down menu to specify after how many detected visits, you would like to stop receiving visitor email notifications
- The Email schedule drop down menu has 4 flexible options, which can be use to deliver visitor email alerts at specified intervals and time of a day, a week or a month.
1. Immediate email alerts will instantly deliver an email alert of the first detected visit by a specific person and then will send additional notifications of consequent visits every X number of hours or days.
2. Daily email alerts will send a summary of visits that have occurred within the last 24 hours at a specific hour of a day
3. Weekly email alerts allow to send visit notifications by email on a specified day of a week, such as Monday, Tuesday, Wednesday, Thursday, Friday, Saturday or Sunday. The alert time can be set to a specific hour of a day
4. Monthly email notifications can be set to increments in 5 days, such as the 1st, 5th, 10th, 15th, 20th, 25th and the last day of a month. The hourly timeframe is set in increments of 3 hours
- Once the settings have been set, click on the SAVE button at the top of the configuration screen
If at any time you would like to completely disable or pause any visitor alert or all existing email alerts, you can use the Alert function drop down menu.
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