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Domo Knowledge Base

Configuring Notification and Alert Settings

Intro

You can specify how you are notified about certain events when they occur in Domo. You can be notified about the following kinds of events:

  • Triggered alerts on KPI cards. You can configure alerts to be sent instantly or in daily or weekly summary emails (emails listing all triggered alerts within the specified time frame). For more information about configuring alerts, see Creating a Custom Alert for a KPI Card.

  • Non-alert events such as someone @-mentioning you in Buzz, sharing a card or page with you, assigning a task to you, etc. Messages sent to you for these kinds of events are called notifications and are sent immediately. You can configure these to be sent via email, SMS, Domo Mobile, and/or pop-up messages on your computer. For more information about notifications, see Receiving and Viewing Notifications.

You can configure notification and alert settings in the Settings screen. The screen contains tabs for general settings, notifications, instant alerts, daily alerts, and weekly alerts, and the options are different for each tab. For example, you configure Buzz notification settings in the Notifications tab. 

Training Video - Managing Alerts and Notifications

 

 

Note: The product training videos are for Domo customers and clients only.

General

In the General tab you can configure a number of general settings for your Domo, including:

  • Changing your password

  • Enabling multi-factor verification

  • Changing your time zone

  • General Buzz settings, as follows:

    • Disabling conversation auto-switching when you navigate. By default, when you navigate to different items in Domo, the open Buzz conversation automatically updates to reflect the newly selected item. For example, if you were on the "Marketing" page, a conversation specific to that page would be open in Buzz. If you then clicked on the "Marketing Reach" card, the conversation for "Marketing Reach" would open instead. If you check this box, new conversations do not appear when you navigate.

    • Include thread conversations in the Buzz menu. If you select this option, the Buzz menu shows dropdown arrows for all conversation threads. You can click an arrow to see the thread names. You can then click a thread name to open the thread in Buzz.

    • Send emails even if you are logged in and active. By default Domo does not send you notification emails if you are logged in; however, you can check this box if you want to receive emails anyway.

    • Automatically remove conversations from your Buzz menu. Here you can choose how long inactive conversations remain in your Inbox before being removed. If you choose Never, conversations are never removed due to inactivity. Note that when conversations are removed, they are not permanently removed from Domo; they are simply removed from your Inbox view. 

      For more information about Buzz, see Buzz

To configure general settings,

  1. Click your user profile photo , then click .

  2. Your user Settings page opens, with the General tab selected by default.

  3. Configure your settings as desired.

Notifications

You can set delivery options for all of the following kinds of notifications in the Notifications tab in the Settings screen:

  • Someone @-mentioning you in a Buzz conversation.

  • Any activity occurring in a Buzz conversation you're a member of. 

  • Someone sharing a card or page with you.

  • Someone assigning a task to you or updating a task assigned to you.

  • Updating of a document card you have added as a Favorite.

  • Automatic weekly activity report ("What's Happening in Domo?") emails

For all of these notification types, you can choose whether the notifications are sent via pop-up messages , email , SMS , Domo Mobile , or any combination of these. 

To set notifications,

  1. Click your user profile photo , then click .

  2. In the Notifications tab, enable or disable notification settings for each notification type or event.

In the following example, the user is notified via pop-up messages on his screen when any activity occurs in a Buzz conversation he is following; by Domo Mobile and email when he is @-mentioned in a conversation; by email alone when a task is updated; and so on. 

In the Notifications tab, you can also configure settings for Domo product updates and education subscriptions. You can choose to receive emails with educational information, product feedback, best practices, and so on.

To configure Domo email subscriptions,

  1. Mouse over your user menu , then click .

  2. In the Notifications tab, click Manage next to Product Updates and Education near the bottom of the screen.
    You are taken into a new window where you can configure email subscriptions.

  3. Check or uncheck the boxes as necessary to turn subscriptions on or off.

  4. Click Update

Alerts

There are three alerts tabs in the Manage Notifications & Alerts screen: Instant AlertsDaily Alerts, and Weekly Alerts. Instant alert notifications are sent instantly to email, SMS, or Domo Mobile when those alerts are triggered. Daily and weekly alert notifications are sent to your email as summaries of alerts that were triggered during a given day or week, respectively. For daily alert notifications, you can set the time when the summary email is sent each day; for weekly alert notifications, you can set both the day and time when the email is sent.

When you create or follow an alert, you are prompted to select whether you want to receive immediate, daily, or weekly notifications, or any combination of these. In the Manage Notifications & Alerts screen, alerts appear in the tabs corresponding to the options you've selected. For example, if you create an alert then select Daily as the notification option, the alert appears in the Daily Alerts tab. You can change these settings in the Manage Notifications & Alerts screen by clicking Following for the alert you want to change and selecting the desired options. If you uncheck all of the options in this screen, the alert disappears from the Manage Notifications & Alerts screen. To restore the alert to the screen, you must locate it in the Alert Center, click Following, and check the desired boxes.

For more information about creating alerts, see Creating a Custom Alert for a KPI Card. For information about following alerts and using the Alert Center, see Managing Custom Alerts.

Instant Alerts

In the Instant Alerts tab, you can configure whether you want to be notified about triggered alerts via email, SMS, or Domo Mobile, or any combination of these. These alert notifications are sent instantly using all of the delivery options you've selected. For more information about creating alerts, see Creating a Custom Alert for a KPI Card.

To set delivery options for instant alerts,

  1. Mouse over your user menu , then click .

  2. Click Instant Alerts

  3. Under Delivery Options, enable or disable notification settings as necessary. 

Daily Alerts

In the Daily Alerts tab, you can set the time at which daily summary emails (lists of alerts) are sent to you. You can also specify whether updates to "Favorited" cards are included in the email. Only "Favorited" cards that include summary numbers appear in the email. For more information about summary numbers, see Configuring Your Chart Summary Number. For more information about Favorites, see Adding Cards as Favorites.

To set the time for your daily alerts,

  1. Mouse over your user menu , then click .

  2. Click Daily Alerts

  3. Select a time from the Select Time menu.

  4. (Optional) To include "Favorited" cards in the Daily Alerts email, check the box reading "Include updates about your favorite cards." 

There is no "master switch" that turns off Daily Alerts. If you want to unsubscribe from Daily Alerts, you must do so for each individual alert. When you are unsubscribed from all alerts, emails will no longer be sent. Because your subscribed alerts appear in the Daily Alerts pane, it is easy to unsubscribe from them. 

To unsubscribe from daily alerts,

  1. Mouse over your user menu , then click .

  2. Click Daily Alerts

  3. For each alert appearing in the right-hand pane, click Subscribed, then uncheck the Daily box.

Weekly Alerts

In the Weekly Alerts tab, you can set the day of the week and time when weekly summary emails are sent to you. 

To specify weekly notifications

  1. Mouse over your user menu , then click .

  2. Click Weekly Alerts.

  3. Select the letter corresponding to the desired day.

  4. Select the time of day in the Select Time menu.

As with Daily Alerts, if you want to unsubscribe from Weekly Alerts, you must do so for each individual alert. When you are unsubscribed from all alerts, emails will no longer be sent. Because your subscribed alerts appear in the Weekly Alerts pane, it is easy to unsubscribe from them. 

To unsubscribe from daily alerts,

  1. Mouse over your user menu , then click .

  2. Click Weekly Alerts

  3. For each alert appearing in the right-hand pane, click Subscribed, then uncheck the Weekly box.