Manage alerts

Respond to important content as soon as it’s flagged. For example, create an alert to identify one-star reviews mentioning terms like "defective" or "missing parts".

Required solutions and roles

To work with Portal alerts, you must be assigned the following solutions and roles:

Capabilities by role

Note: If you're the last remaining recipient of an alert, you can't remove yourself because every alert must have at least one recipient. To stop receiving unwanted alerts, contact your Account Administrator.

Alert recipients

An alert recipient must:

• Have an ACTIVE user account status.
• Be a valid user type, either a standard Portal or a Recipient-only user.

Note: Recipient-only users receive email alerts but do not have login access to the Bazaarvoice Portal. 

Portal account status

Only a user with an ACTIVE status will receive alerts or reports. A user with any of the following statuses will not receive alert emails:

• PROVISIONED
• SUSPENDED
• LOCKED OUT
• RECOVERY
• STAGED
• DEPROVISIONED

Note: Recipient-only users are automatically set to ACTIVE status when created. They receive email alerts but do not have login access to the Bazaarvoice Portal. 

Learn more about how solutions and roles are assigned in the Bazaarvoice Portal.

Recipient-only users

This user type is used strictly for alert and report distribution only. They do not have Portal login credentials but are assigned an ACTIVE status by default to ensure they receive triggered alerts or reports.

• Access: Eligible to receive alerts and reports.
• Login: Does not require login access to the Portal.
• Status: Account is automatically set to ACTIVE status when created.
• How: Set up the Recipient-only user using Manage Users in Portal.

Your Account Administrator can:

• Set up a valid Recipient-only user.
• Disable Recipient-only users.
• Delete Recipient-only users.
• Cannot reset passwords for Recipient-only users.

Third-party system alerts

If an alert is being directed to a third-party system, such as Salesforce or a similar Customer Relationship Management (CRM) platform, we recommend setting up the contact email address as a Recipient-only user in the Portal.

This ensures that your third-party system can reliably receive the alerts without requiring a full Portal account.

Note: An alert recipient must be a valid user type, either a standard Portal or a Recipient-only user. 

Before you begin​

1. Sign in to the Bazaarvoice Portal.

   If you can't sign in, contact Bazaarvoice Support for assistance. Learn more about Portal permissions and user accounts.​

2. From the navigation bar, select the Settings icon   in the upper-right corner of any page and select Manage Alerts. 

Create alerts

1. From the Manage Alerts page, select Create alert in the upper-right corner. The Create alert modal appears:

   

2. Select a Content category. For example, Ratings & Reviews. The relevant alert modal appears.
3. Configure alert settings:
   1. Set alert conditions: Select the alert trigger conditions which will trigger your real-time alert. For example, select the LI moderation code which denotes Liability Issue.
      
      

      Note: Refer to Ratings & Reviews alert trigger conditions or Questions & Answers alert trigger conditions for more details.
      
   2. Alert name: Enter an alert name. For example, “Reviews with liability concerns”.
   3. Recipients: Enter email addresses for the Portal users you want to notify when an alert matches the filter criteria.
      
      

      Note: Each recipient must have an active Portal account. Users who are have been locked out will not receive alert notifications. 

4. Select Create alert. Recipients will receive an alert email whenever content matches the specified filter criteria.

Note: The Post-moderation alert trigger fires specifically when moderation codes are modified on existing content. Use this to track re-categorization or status changes after the initial moderation pass. Learn more about post-moderation triggers. 

View existing alerts

You can view existing alerts in the table in the Manage Alerts tab.

Note: You can select and view an alert from the Alert name column if you're one of its recipients, even if you didn't create it or aren't an Account Administrator. 

Edit alerts

1. Select the alert you want to edit from the Alert name column of the table.
2. In the modal that appears, update the alert filters, name, and recipients as required.
   

   Note: An alert must always have at least one recipient. 
3. Select Save.

Delete alerts

1. In the Actions column of the table, select the action menu (...) > Delete alert in the row containing the alert you want to delete.
2. Select Delete.

Note: As an Alerts Administrator you can delete any alerts. As an Alerts Contributor you can only delete alerts you created. 

Stop receiving alerts

To stop receiving notifications for an alert:

1. In the Actions column of the table, select the action menu (...) > Stop receiving alert in the row containing the alert you want to stop receiving notifications for.
2. In the modal that appears, select Remove.

Note: An alert must always have at least one recipient. If you want to stop receiving an alert for which you’re the last remaining recipient, contact your Account Administrator. 

Find alerts

Find alerts using any of these methods:

• Search field: Enter an alert name in the search field.
• Sort data table: Sort the table by the date the alert was created.