How To Set Up E-mail Alerts For Pipeline Notices in Insights
A STEP BY STEP GUIDE TO HELP YOU CREATE AUTOMATED EMAIL ALERTS FOR UPCOMING PIPELINE NOTICES BASED ON YOUR CRITERIA
Step 1: Log in with your credentials 🔑
First things first, use your login details to sign in to your account. This ensures you can access all the amazing features we have for you.
Step 2: Access the Profile Icon 👤
Once logged in successfully, click on the Profile icon in the top-right corner of the page. From the dropdown menu, select Settings to open your preferences.
Step 3: Go to Pipeline Alert Profile 📋
Within the Settings menu, navigate to the Pipeline Alert Profile section and a similar page will appear on your screen.
This is where you’ll be able to configure your e-mail notifications for pipeline notices that match your preferences.
Step 4: Set Notification frequency 📅
You can personalise your alert settings by choosing how often you’d like to receive notifications and selecting the expiration timeframe for pipeline deadlines.
Step 5: Filter by Favourite Buyers and Categories 🏢
To narrow down further your alerts, you can select your favourite buyers and choose specific categories based on your needs and interests.
Favourite buyers
Group: Filter by specific groups like Local Government, NHS or Central Government to focus on particular buyer groups.
Types: Choose the type of buyer, such as London Borough, Ministerial Department or other relevant buyer types to refine your results.
Buyer: Select the specific name of buyer you’re interested in. You can select multiple buyers, based on your areas of focus.
Important: Once you’ve made your selections don’t forget to click on Apply to save your choices.
Favourite categories
Market: Choose one or multiple markets that your subscription covers and is related to your area of expertise. For example, you can select Corporate and ICT & BPO together or focus on a single market like Waste & Environment.
Categories: Filter by specific categories within those markets for a more targeted overview of services.
Important: Once you’ve made your selections don’t forget to click on Apply to save your choices.
You can always find detailed explanations of markets and categories in the Help Hub section, including how categories are defined and organised.
Step 6: Refine alerts using Keywords 🔍
Use the Keywords section to add specific terms you want to track in pipeline notifications (eg Cloud, WAN, Cyber Security). This will ensure you receive alerts about pipeline notifiers related to or containing these keywords.
Pro Tip: Add as many relevant keywords as possible to ensure you receive comprehensive alerts tailored to your interests.
For any abbreviations like ‘’ERP’’ and ‘’WAN’’, make sure to include both the abbreviation and full term (‘’enterprise resource planning’’ & ‘’wide area network’’) to avoid missing any opportunities.
Keep in mind that keywords act as the final layer of filtering. If used, your alerts will only include pipeline notices that contain at least one of the keywords you've entered.
Step 7: Save your preferences 💾
Once you’ve customised all your alert settings, click Save to activate your e-mail alerts. You’ll now start receiving notifications directly in your e-mail inbox based on the criteria you’ve set, keeping you informed about the latest contract opportunities.