Create an Email Rule

Create a rule to trigger an email. You can schedule email alerts based on specific KPIs or by a particular date and time. Use rules to stay updated on the progress of your data.

1. Go to the dashboard page or widget you want to share.
2. Click the Share icon.
3. Click Email
4. Click Create Rule and define the rule.
   
   1. In the General section name your rule (1) In the destination section, add the email address you are creating a rule for (2).
   2. In the Content section add a message or information you want to share (3).
   3. You can add queries to your rule to make the data dynamic and interactive (4). When you add a query to your content be sure that the measurements and dimensions you selected are available in your data.
   4. To add more dimensions or measurements select them from the dropdown.
5. In the Trigger section, define the trigger for your alert:
   
   1. Choose whether it’s by time or by event (1).
   2. If you’re using by event, select the measurement to apply (2) and the operator (3).
   3. Add a value (4). For example, you want to be notified when your Message Total Clicks drops below 100.
   4. You can add a dimension (5). If you’re creating a rule from a widget that already contains a dimension, it’s automatically populated.
   5. Define how often you want to check if the conditions are true (6).
6. In the Filters section, you can see all the filters that are applied to your rule and edit the date range. On the right you can see a preview of the email you are sending.
   

   Note When creating a rule that is scheduled to run in the future, it is recommended to set the date range as a relative date. For example Last week. This ensures that the data from the rule is always relevant.
7. When you are finished click Create Rule.