<aside> 💡 This document provides common Alert examples and set-up recommendations.

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Introduction

Alerts was designed to allow customized and timely delivery of data that matters to the recipients who matter. We offer a way to automate the delivery of this data with our difference detection and dynamic routing. A single Alert alleviates the need to create many customized report delivery schedules.

<aside> 💡 Learn more about Alerts in our Alerts document.

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This library provides common Alert examples and recommendations for setting up your Custom List reports and Alert automations.

<aside> ⚠️ Report data of an Alert gets generated on behalf of the user who creates the Alert, so all of the creator’s accounts permissions apply.

If the Entire List is sent to a specified user and not a “User involved as” (more on this here), then the user receiving the report will be able to see all of the report data in the Alert email. Be sure to add filters to remove any jobs (including confidential jobs) or specific data that you don’t want users receiving the alert to see as part of your Alert setup process.

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✍️ Surveys & Feedback

<aside> ❗ Alert Sent Immediately

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• Avg Overall Recommendation 3+ Past Initial Screen
• Feedback Form 4 Scores
• NPS Detractors

✅ Data Quality

<aside> ⏰ Alert Sent Periodically

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• Candidates in Stage > 30 Days
• Stale Applications