News automations allow you to take advantage of SalesIntel's news data by crafting email alerts that specifically meet your needs. First, you can choose the type of news in which you are interested. Then, you can register companies. When any of these companies have news events that match your interests, you'll receive an email alert at the frequency and time that you've requested. Click on the link in your email to view all the companies with the news events of interest.
This feature is in beta. We are working to deliver you a stronger experience. If you run into any issues or have any feedback, please share with our team at support@salesintel.io. |
Configure an Alert
To get started, you'll need to set up your first alert. First, go to the Welcome menu and select News Automations.
- Select View/Create Alerts > New Alert.
- Give your alert a name. This will appear in your email notifications, as well.
- Select a category or a specific type of news data for your alert. You may select multiple categories or types.
- Select the frequency of your alert. Once you select daily, weekly, or monthly, you'll be asked to pick a date and time of day The time of day is set based on your browser settings when you configure the alert.
- Choose if the alert should be universal. If your alert is universal, you will receive notifications about every company with these news events. In some cases, this may be quite a bit of data and possibly too much for you to use. If your alert is not universal, you will register the companies of interest to your alert in a later step - this might be your book of business, for example.
Save your alert. If you set a universal alert, you will start to receive alerts in the next 1-2 days, based on the timing of your configuration and the frequency you've set. If your alert is not universal, read on to learn how to register companies to your alert.
Add Companies to an Alert
There are two ways to add companies to an alert - through your search results or on the company detail page.
Add Through Search
Use search results to add companies to an alert in bulk. First, conduct the search of interest. Then select the companies that you'd like to add by clicking on the checkbox on the left. Choose the Add to... dropdown menu in the upper-right, and choose News Alert. Alternatively, use the Bulk Actions menu and choose Register for News Alert.
You may also add all results in your search to a news alert. To do so, do not select any companies directly and instead click the Add All to... button in the upper-right and choose News Alert. In either case, you may add up to 10,000 companies at once.
If you already have alerts configured, you'll be prompted to choose from any existing alert that is not universally-applied to all companies or you can create a new alert. If you do not have any alerts configured, you will be prompted to create a new alert and can follow the process above. Then, you'll add these companies to your newly-configured alert. You will start to receive alerts in the next 1-2 days, based on the timing of your configuration and the frequency you've set.
Add via Company Detail Page
To add a company to alert while on its company detail page, click the Get Alerts button in the News section.
If you already have alerts configured, you'll be prompted to choose from any existing alert that is not universally-applied to all companies or you can create a new alert. If you do not have any alerts configured, you will be prompted to create a new alert and can follow the process above. Then, you'll add this company to your newly-configured alert. You will start to receive alerts in the next 1-2 days, based on the timing of your configuration and the frequency you've set.