Welcome back Syncly users! This article covers the new update in Syncly: the Workflows feature.

Now you can design your own Workflows to keep your team informed about VOC across various customer touch points without having to manually share them.

• Get alerts on any new feedback of your interest.

• Get alerts based on key metric changes.

• Automate weekly, monthly, quarterly customer reporting by setting up subscriptions to customized dashboard(s).

Leverage Workflows, keep your team informed of latest customer insights and trend, all the while Syncly saves you and your team’s valuable time and resources.

Workflows(formerly Notification) feature helps you stay informed about important new feedback or significant spikes and drops in trends. You can also subscribe to receive the dashboard updates.

This way, your team can quickly identify and respond to feedback trends together.

• Simply click on Workflows from the main menu.

• There are three types of notifications you can set up from the Workflows menu:

  1. New Feedback Received – Get notified when new feedback comes in.

  2. Metric Monitoring – Receive alerts for unusual or significant changes in key metrics.

  3. Report Scheduled – Subscribe to receive dashboards updates on a regular basis.

1. New Feedback Received

• You can set up triggers for notifications based on four criteria:

  1. Every feedback

  2. Feedback with negative sentiment

  3. Feedback with specific tags

  4. Feedback with specific categories

• After setting up your trigger, connect the Slack workspace and the channel where you’d like to send the notifications to.

• Once the integration is complete, you can use the Test button to make sure the notifications are working seamlessly.

• Click Save to confirm your settings.

2. Metric Monitoring

• The Metric Monitoring allows you to track metric changes in feedback, topics, sources, tags, products, or data origins. You’ll receive notifications based on your custom criteria.

• After selecting a value in the trigger settings, you can further customize the notification details:

  1. Enter a number (when using percentage-based criteria)

  2. Choose a metric to monitor:

     • Percent: Monitor changes based on percentage variation.

     • Absolute Number: Monitor changes based on the absolute number.

  3. Set the direction to monitor (Up / Down)

  4. Exceeding by:

     • For percentage-based monitoring: Even if the percentage threshold is met, the trigger won’t activate unless it exceeds the number set here.

       • (Example) If you set “5% Up Exceeding by 10”:

         • A change from 100 to 105 won't trigger (since the absolute change isn’t big enough).

         • A change from 300 to 320 will trigger.

     • For absolute number monitoring: The trigger will activate when the change exceeds the number set here.

  5. Date setting:

     • Day to Day: Compare day-to-day numbers. You’ll receive a notification in the morning comparing the previous two days.

     • Week to Week: Compare week-to-week numbers. Notifications are sent on Monday comparing the previous two weeks.

     • Month to Month: Compare month-to-month numbers. You’ll get a notification on the 1st of the month comparing the last two months.

  6. Set the Time: Choose when to receive the notifications.

• After setting up your trigger, connect the Slack workspace and the channel where you’d like to send the notifications to.

• Once the integration is complete, you can use the Test button to make sure the notifications are working seamlessly.

• Click Save to confirm your settings.

3. Report Scheduled

• With the menu now renamed to Workflow, a new feature has been added that allows you to subscribe to specific dashboards via Slack.

• There are two ways to set up a subscription:

  1. Set it up through the Workflow menu.

  2. Use the Subscribe button at the top of the dashboard.

Both methods will give you the same result.

How to Set Up a Subscription in the Workflow Menu

1. Setting Up the Trigger

   • Select a Dashboard: Choose the dashboard you want to subscribe to from the list. All available dashboards will be displayed.

   • Local Time Zone: Set the time zone that will be used for the notifications.

   • When to Receive Alerts:

     • Daily: Receive notifications every day.

     • Weekly: Receive notifications every Monday.

     • Monthly: Receive notifications on the 1st of every month.

2. Setting Up the Action

   • Choose a Slack Channel: Select the Slack channel where you want to receive the notifications.

   • Add a Slack Channel: If the desired Slack channel isn’t listed, click the Add button to connect the specific Slack channel you want to use.

• After setting up your trigger, connect the Slack workspace and the channel where you’d like to send the notifications to.

• Once the integration is complete, you can use the Test button to make sure the notifications are working seamlessly.

• Click Save to confirm your settings.

How to Set Up a Subscription in the Dashboard Menu

1. Click the Subscribe Button: Find and click the Subscribe button at the top-right corner of the dashboard.

2. Choose an Option: When you click the Subscribe button, you’ll be given two options:

   • Add Subscription: This allows you to add a dashboard subscription, just like in the Workflow menu.

   • Manage Subscription: Here, you can manage and edit your existing subscriptions.

3. Add Subscription

   • The process for setting up triggers and actions is the same as in the Workflows menu.

4. Manage Subscription

   • You can view and manage all subscriptions that have been set up for the selected dashboard.

This is the end of today's update. See you again with more exciting features!