No matter how beautiful or useful your BIME dashboards may be, people are forgetful and often need reminders to stay up-to-date on the numbers. Features like automatic dashboard delivery help bring important metrics directly to your team’s inbox. But what happens when your team’s inbox is an abyss of unread emails? How do you keep everyone updated or get everyone mobilized when something goes awry?
Luckily, we have tools like Slack, Flowdock, or Yammer to communicate and collaborate more fluidly. And you can set up automatic alerts in BIME to push updates directly to your team’s preferred collaboration tool. This way, your team has one place to chat, collaborate, and share successes—all while staying on top of the metrics that help them do their job.
Perhaps when a metric dips or peaks beyond what is satisfactory, an automatic alert can fire in your team’s collaboration platform. With all eyes on this latest change, your entire team can further analyze and discuss what’s going on and take action. More importantly, data just becomes a natural part of everyday communication and collaboration.
Here’s how to get started in just a few steps:
1) Navigate to the integration section of your Slack, Flowdock, or Yammer. In our example here, we’ll use Flowdock. You’ll want to enable email integration.
2) Once you’ve enabled the email integration, you’ll receive an email address that you can use for inbound email forwarding. Copy this address and create a new group of Dashboard Viewers (let’s call this group “Email Notifications”) in your BIME. The email address from Flowdock will essentially serve as one of your dashboard viewers’ emails.
3) Navigate one tab to the right in your BIME to “Manage Email Subscriptions”. Here, you can set up a new automated delivery or alert-based delivery.
Make sure that this newly created group has the ability to view this dashboard, and then schedule the dashboard to be sent at a desired interval. Make sure to include the dashboard as an image, so your whole team can view the information.
4) Pro tip! For near real-time monitoring, set the delivery frequency to “EveryNMin” with an interval of 5 minutes. Check the box “Only if” and specify the condition that must be met for a dashboard alert to trigger. In our example, we’re set up to receive an alert when the amount of tickets we’re receiving passes 250 on an hourly basis. It is recommended that the refresh rate be as low as possible. In this case, make sure the related cache is also updated to reflect the desired delivery time.
5) Click save and your alert or delivery, and you and your team are on your way to collaborate more effectively around your data!
If you run into any issues or questions, our product support team is on standby at email@example.com.
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