Managing Subscriptions

Individual users can set up custom email alerts using the subscription feature of the program.

Set up a subscription

Navigate to the Activity page by clicking on the Activity link from the navigation menu at the top of the screen.

Click the custom filter  icon next to the Activity Feed to open the custom filter window.

Set up a custom filter based on the desired criteria. For example, you can set up a filter for every user in your department, specific individuals, or a certain company value. In the image above, the custom filter is for the Sales department and the company value of Leading By Example. Check out the article on Activity Feed Filters for instructions on setting up a custom filter.

Once you have set your customer filter, click Save.

A pop-up window will appear where you can customize the name of your filter and a brief description. Click Save as a new filter to create your filter.

Click the Settings icon and select Subscribe from the list.

A pop-up window will appear to save your subscriptions setting. Create a name for the subscriptions, set the timing (choose from Daily, Weekly, Monthly), and confirm the email the subscription will go to. Click Save when finished.

Remove a subscription

Navigate to Your Profile to remove or edit subscriptions. Click on the Profile Settings  button and select Manage Communications from the drop-down menu.

From this window, you can change the timing or delete subscriptions. Click Save to confirm any changes.