Receiving updates on key industries, companies, funds and transactions can give you the upper hand over your competition, and ensure that you never miss a key touchpoint, opportunity, or proof of impact.
It’s key that your notifications are useful, timely, and contain just the right amount of information – here’s how you can stay informed.
Here’s a video walking through how to tailor your email alert notifications:
Activity Alerts and Auto Add
Email alerts are generated by Collections – a saved dataset of companies, funds, fundraisings or grants.
Company collections allow you to keep up to date through 2 different types of notifications – activity alert emails and auto-add emails.
Changing activity alert emails for a Collection
Activity Alert Emails can be tailored to focus on the most important information, as below:
To change these activity feeds, head to My Beauhurst towards the top-left of the homepage and select My Collections.
This shows all of your pre-saved datasets. Use the cog icon towards the right of each Collection to navigate to its Settings page.
Under Activity alert settings, you can change:
- The frequency of the activity alert emails (weekly, daily or custom)
- The events that you want to keep track of (for example, large transactions or press mentions)
- Whether or not you receive email alerts from the Collection
Changing auto-add emails for a Collection
Scroll down towards the bottom of the Collection’s Settings tab to view the Auto-add settings section. The toggle towards the top of this section allows you to turn alerts on and off.
Changing Email Updates En Masse
Towards the top-right of the Collections menu, selecting the Manage alerts button will take you to a separate page where you can change the frequency and activity of your email alerts.
