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Setting up Email and Slack Notifications in Staircase

This article describes admin steps to set up email notifications to get immediate alerts on risks and opportunities detected by Staircase.

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Written by Kate Neal
Updated this week

Staircase identifies and detects various events and insights as they relate to risks and opportunities. Use notifications to get near real-time alerts. Allowing your team to take action when it matters most.

Prerequisites

  • If you want to set up Slack notifications, you must have an internal Slack channel where the notifications should be sent. Then, add the Staircase bot to the channel. For more information on adding slack bot to a channel, refer to the Slack article.

  • If you are configuring email notifications, skip the step above.

Configure Notification

To add notification:

  1. Navigate to Settings > Notifications.

  2. Click Add notification. The Add notification dialog box appears.
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  3. Select a Notification type from the available options: Events, Insights, or Summary.
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  4. Select the appropriate Events, Insights, or Summary from the dropdown list that you wish to monitor.
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  5. If you have selected Events, choose the Communication type(s) from the dropdown list.
    ​Note: This option is not available for the Insight and Summary notification type

  6. Click the Filter icon and apply desired filters to the notification results. You can set filters for Accounts, Account status, Owner, Tier, Renewal date, and Journey phase.
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  7. Select a Notify source from the options: Slack or Email.
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    • Configure Slack notification:

      1. Select Notify on Slack channel checkbox and select a channel from the dropdown list where you want to send notification.

        Note: Once you have configured Slack, public channels are available by default. For private channels, you must first add the Staircase bot to the channel. After adding, the private channel appears in this dropdown.
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      2. (Optional) Select the DM team member by their account role checkbox to send the notification as a direct message in Slack.

        1. Select Account role from the dropdown list.
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        2. Click Save.

    • Configure Email notification:

      1. Select Email team members checkbox and select team members from the dropdown list to whom you want to send notification.
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      2. (Optional) Select the Email team member by their account role checkbox.

        1. Select account role from the dropdown list.
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        2. Click Save.

Note: You can create multiple notification rules, each with distinct or overlapping distribution lists and Slack channels, depending on your organization's needs.

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