Updating your notification settings

ChartMogul offers email and in-app notifications to keep you updated on key activity across the platform.

There are a few types of email notifications. You can enable recap emails to receive daily, weekly, or monthly summaries of your business’ performance, or set up MRR movement notifications for real-time updates when revenue changes within a range of your choosing. You can also receive notifications for tasks that are nearing their deadline or assigned to you by other team members. Mention and comment notifications let you know whenever a team member mentions you or comments on a thread you’re part of.

In-app notifications show recent subscription events. If they’re distracting, enable focus mode.

Here’s what we cover in this article:

• Default email notifications
  • Default recap emails
  • Default MRR movement notifications
  • Default task notifications
• Updating email notification settings
  • Configuring recap emails
  • Configuring MRR movement notifications
  • Configuring task notifications
  • Configuring mention and comment notifications
• Enabling focus mode for in-app notifications

Before you begin

• Learn more about the types of MRR movements.
• ChartMogul also allows you to send updates using Slack, destinations, and our API. Research and determine which method is best for your business.

Default email notifications

Some notifications are enabled by default for all Owner, Admin, Staff or Read-only team members.

Default recap emails

For accounts created on or after June 19, 2024, ChartMogul sends daily, weekly, and monthly recaps by default. For accounts created before this date, eligible team members receive weekly and monthly emails by default. To receive daily notifications, enable them.

Default MRR movement notifications

ChartMogul notifies you in real time by email about MRR movements, including New Business, Expansion, Contraction, Churn, and Reactivation. By default, email notifications are set to $50 MRR, so you receive emails for MRR movements above $50.

If the customer associated with an MRR movement has an owner, ChartMogul mentions them in the notification email.

Here’s an example notification email:

Default task notifications

By default, CRM users are notified by email 3 hours before each task is due and when another team member assigns a task to them. Learn how to update task notification settings.

Updating email notification settings

To update your email notification settings:

1. Go to Profile > View Profile.

   

2. Click Notifications.

The Notifications page allows you to configure recap emails, MRR movement notifications, and task notifications.

Configuring recap emails

Enable recap emails to receive daily, weekly, or monthly summaries with the following information about your business:

• Account summary — Your MRR, ARR, and subscriber count in the last day/week/month and how these compare to the previous day/week/month (numerical and percentage change)

  

• Your Business Health — The values of the following metrics in the last day/week/month:
  • New Leads — The number of new leads and how this compares to the previous day/week/month (percentage change)
  • New Trials — The number of new free trials and how this compares to the previous day/week/month (percentage change)
  • New Business — The value and number of New Business movements
  • Expansion — The value and number of Expansion movements
  • Reactivation — The value and number of Reactivations
  • Contraction — The value and number of Contraction movements
  • Churn — The value and number of Churn movements

  • Net Cash Flow — Net cash flow and how this compares to the previous day/week/month (percentage change)

    

• Top MRR Gains — Three customers with the largest positive MRR movements (New Business, Expansion, or Reactivation) since the previous day/week/month (plus the date and value of each movement)

  

• Top MRR Losses  — Three customers with the largest negative MRR movements (Churn or Contraction) since the previous day/week/month (plus the date and value of each movement)

  

• Upcoming Annual Renewals — Customers on an annual plan whose subscription is ending in less than 2 months (plus each customer’s MRR and renewal date)

  

To enable recap emails:

1. Under Recap emails, tick one or more boxes to specify how often you want to receive the emails:
   • Daily — Every day around 9 AM
   • Weekly — Every Monday

   • Monthly — On the first day of each month

     

2. Click UPDATE for the changes to take effect.

Configuring MRR movement notifications

Set up MRR movement notifications to get notified about new MRR movements as soon as they happen.

To update your MRR movement notification settings:

1. Under MRR Movements, check the boxes to get notified about new business & expansion activity and/or churn & contraction activity.

2. Use the sliders to change the amount of MRR that triggers an email.

   

3. Click UPDATE for the changes to take effect.

Configuring task notifications

To update task notifications:

1. Under Tasks, select Email me … before each task is due to get notified of tasks nearing their deadline.
2. Use the drop-down to choose when to receive notifications: 1 hour, 3 hours (default), 12 hours, or 24 hours before each deadline.

3. Select Email me whenever a task is assigned to me by another team member to get notified of newly assigned tasks.

   

4. Click UPDATE for the changes to take effect.

Configuring mention and comment notifications

To update mention and comment notifications, click UPDATE after selecting or deselecting the checkbox.

Enabling focus mode for in-app notifications

ChartMogul shows in-app notifications about recent subscription events. To view them, select :main-notifications~gray: Notifications from the main navigation.

Each notification shows the customer name, the subscription change, the value and type of the MRR movement, the customer’s country, and the time since the event.

For accounts with a high volume of subscription events, in-app notification indicators can be distracting. Enable focus mode to hide the red dot on the :main-notifications~gray: Notifications icon and browser tab icon and to remove the unread count in the browser tab title. 

To check for new notifications in focus mode, hover over the :main-notifications~gray: Notifications icon. The red dot appears if you have any.

Focus mode is disabled by default. To enable it:

1. Go to Profile > View Profile.
2. Click Notifications.
3. Under In-app notifications, check Focus mode.
4. Click UPDATE for the change to take effect.

Next steps

• Set a goal with targets.
• Get deeper insights into your data with segmentation.
• Create and share custom reports.