Campaign alert rule screen reference

The configuration settings on the Campaign Alert Rules screen are described here.

Setting

Description

Campaign Name

Read-only field containing the name of the campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads..

Rule Name

Type a name for the campaign alert rule here.

Enabled

Select this check box to make the campaign alert rule active.

Rule

Select the type of rule you want to create from the drop-down box. This setting is available only when creating a new rule. If you are editing an existing rule, this field is read-only.

Rule-specific configuration

If applicable, confiure the rule-specific settings. The settings you must configure vary depending on the type of rule you have selected in the Rule setting.

Action: Send Email

Select this option to notify users by email when the alert rule is triggered. Also configure these fields related to the email:

  • To whom to send the email alert: Check the applicable check boxes (Employees, Direct Supervisors, Additional users by login names (semicolon separated), Additional users by role, Additional E-Mail targets (semicolon separated)). Type the additional user names, select the desired role, and add the additional email addresses of the additional delivery targets, as applicable.

  • What text to include in the email subject line: Check the applicable check boxes (Text (user-provided text), Employee Names, Organization Names, Rule Name). Provide text for the Text field if applicable.

  • The email delivery template to be used: Select the email delivery template from the drop-down list (Low, Standard, High

Action: Send Desktop Messaging Application that allows sending pop-up messages to employees by selecting the recipients' name, login or role within the organization. Alert

Select this option to notify users by means of a desktop message when the alert rule is triggered.

Note: You must be licensed to use the Alert action. If you are not licensed for this feature, the Alert options do not display.

Also configure these fields related to the desktop message:

  • To whom to send the alert: Check the applicable check boxes: (Employees, Direct Supervisors, Additional users by login names (semicolon separated), Additional users by role, Additional delivery targets (semicolon separated)). Type the additional user names, select the desired role, and add the additional user names of the additional delivery targets, as applicable.

  • What text to include in the subject line: Check the applicable check boxes (Text (user-provided text), Employee Names, Organization Names, Rule Name). Provide text for the Text field if applicable.

  • The Desktop Messaging delivery template to be used: Select the pop-up delivery template from the drop-down list (Low Notification, Normal, High, Confidential).

Action: Send Mobile Alert

Select this option to notify users by means of a mobile alert when the alert rule is triggered.

Note: You must be licensed to use this alert action. This action (to send a mobile alert) is only available for specific rules. If you are not licensed for this feature, the Alert options do not display. Some rules are able to represent the data in a supported format on mobile applications, while others do not support this capability.

Also, configure these fields.

  • To whom to send the alert: Check the applicable check boxes (Employees, Direct Supervisors, Additional users by login names (semicolon separated), Additional users by role, Additional delivery targets (semicolon separated)). Type the additional user names, select the desired role, and add the additional user names of the additional delivery targets, as applicable.

  • What text to include in the subject line: Check the applicable check boxes (Text (user-provided text), Employee Names, Organization Names, Rule Name). Provide text for the Text field if applicable.

  • The Mobile delivery template to be used: Select the Mobile delivery template from the drop-down list (Low, Standard, High).

Action: Send DPA Alert

If you have a license for Desktop Process Analytics (DPA), select this option to notify users by means of a DPA alert when the alert rule is triggered.

Note: You must be licensed to use the Send DPA Alert action. If you are not licensed for this feature, these alert options do not display.

Also configure these fields:

  • To whom to send the alert: Check the applicable check boxes (Employees, Direct Supervisors, Additional users by login names (semicolon separated), Additional users by role, Additional delivery targets (semicolon separated)). Type the additional user names, select the desired role, and add the additional user names of the additional delivery targets, as applicable.

  • What text to include in the subject line: Check the applicable check boxes (Text (user-provided text), Employee Names, Organization Names, Rule Name). Provide text for the Text field if applicable.

  • The DPA delivery template to be used: Select the DPA delivery template from the drop-down list (Low Notification, Normal, High, Confidential). For Real Time Speech Notifications rules, always select High.

Creating and editing campaign alert rules

Campaign alert rule types

Working with campaign alert rules