Alert Composer

The Alert Composer guides you through creating and sending an alert. It is organized into three tabs:

1. Recipients – Choose who should receive the alert.

2. Message – Write the content of the alert.

3. Review & Send – Validate and confirm before delivery.

Step 1: Recipients

Use the Recipients tab to define your audience.

• Aggregator accounts: If you are an Aggregator, select which Member Organization(s) will receive the alert, then apply filters within those organizations.

• Filters:

  1. Click the funnel icon to activate the filter view (it turns green when a filter is active).

  2. Choose Workgroup to filter by Location, Job, or Role.

  3. Choose Team Member to select specific team members by name.

  4. To clear a filter, select None from the filter options.

• Recipient List (right panel): Updates automatically as you apply or remove filters, so you always see the exact list of who will receive the alert.

Tip: You can select multiple groups or organizations at once. The Recipient List updates automatically so you always know exactly who will be notified.

Step 2: Message

The Message tab lets you create the content of your Alert.

• Subject – The title of the alert.

• Category – Classify the alert (e.g., Informational, Urgent).

• Nudge – A short, 1–2 sentence summary to capture attention.

• Detail – The full message body. Supports formatting, links, images, and videos.

• Video Recording – Record (or upload) up to 90 seconds of video to include.

• Call to Action – Add a task or acknowledgment (e.g., Yes/No confirmation).

  • Set an expiration between 2 hours and 5 days (default is 24 hours).

• Link to Library Content – Attach existing training or reference material.

Best Practice: Keep your Nudge concise and clear so team members immediately understand why the alert matters.

Step 3: Review & Send

The Review & Send tab is the final step before delivery.

• Preview – See exactly what recipients will see.

• Validation checks – The system flags missing or incomplete fields (like Nudge).

• Errors and warnings – Display at the top with links to fix them quickly.

• Send Team Alert – Once all issues are resolved, click to send immediately.

With these three steps complete, your Alert is sent and automatically tracked in Alert History.