Email alerts for conversions - Trfyx Documentation

The Alerts tab emails the workspace owner when a visitor hits a trigger you choose. This is not the traffic-spike email. That one lives under Settings → Reports. Open Settings → Alerts. Alerts need a Starter plan or above. You can create up to 10. You need permission to configure the site (editor, admin, or owner).

Create an alert

Click New alert. The form is two blocks: Trigger (when this happens) and Action (send an email).

Give it a Name. This is what {{goal.name}} becomes in the email.
Choose the trigger type and the exact value.
Write the Subject and Message. Use Insert variable to drop in {{visitor.country}} and the other tokens.
Click Create alert.

What actually fires it

The value is an exact match. There is no * wildcard here.

Trigger in the form	Fires when	Value to type
A visitor opens a URL	A pageview arrives whose path equals the value	`/checkout/success`
A custom event is sent	A non-pageview event arrives whose name equals the value	`purchase`

A URL trigger only looks at pageviews. /checkout/success does not match /checkout/success/. A visit to /checkout/success?ref=1 still matches, because the path is /checkout/success. A custom-event trigger matches the event name. That includes events you send yourself and the built-in names payment, identify, external_link, file_download, and form_submission. Bots do not fire alerts. Heartbeat and engagement pings do not fire alerts. Each matching event sends one email (not a daily digest).

Try an exact match

Email variables

These tokens work in the subject and the message. Unknown tokens are left as you typed them.

Token	What the owner sees
`{{goal.name}}`	The alert’s Name
`{{visitor.name}}`	A generated label for that visitor, such as `azure meadowlark` (not a real name)
`{{visitor.country}}`	The country code from the visit, or `an unknown location`
`{{visitor.device}}`	Device type, or `unknown device`
`{{visitor.browser}}`	Browser, or `unknown browser`
`{{visitor.referrer}}`	Referring hostname, or `direct`
`{{visitor.channel}}`	Channel, or `Direct`

Line breaks in the message become separate paragraphs in the email.

Send test and Remove

Send test emails you (the person who clicked), not the owner. The subject is prefixed with [TEST]. The body uses sample values (United States, Chrome, google.com), so a test is not a live visitor. Remove stops future emails. It cannot be undone. Events that already matched are not replayed.

Next steps

Email traffic reports for a weekly recap or a site-wide spike.
Goals if you also want the conversion on the dashboard, not only in email.