Setting up Slack and Gmail alerts on your campaigns across custom metrics in 1 click

TLDR;

Start with one unified view of your paid data in a Hibi workbook (see Unify your ad platforms data). On top, set alerts like “Notify when CPM exceeds your threshold” for a specific campaign, and send to Slack, Gmail, or other destinations. You stay on top of changes without digging.

• Who it’s for: growth leads and agency analysts

• What you’ll build: alert rules that watch saved views and custom metrics, sending messages to Slack, Gmail, and other destinations

• Outcome: fewer surprises, faster response, less manual checking

  
  

The problem

Platform alerts are rigid. They watch vanity metrics and miss your context. Manual checks create lag and alert fatigue and you might miss on an important spike during busy hours.

You’ll avoid

• Copy-pasting screenshots into threads

• Missing issues during off hours

• Alert spam from noisy platform defaults

  
  

The Hibi approach

Connect sources once. Standardize metrics in one workbook. Save views you care about. Create alerts that post to Slack and Gmail with context you choose.

What you need:

• Access: Slack workspace destination, Gmail account, Hibi project (and optional other destinations)

• Workspace: a Hibi workbook with your campaigns and custom metrics

• Data window: previous day by default

  
  

Metrics you can trust

• Delivery: Impressions, Reach, Frequency

• Engagement: Clicks, CTR, Link Clicks

• Cost: Spend, CPM, CPC, CPA

• Outcomes: Conversions, Revenue, ROAS

• Quality: Video Views, View Rate, ThruPlays, Quality Score when available Each metric has a clear source and mapping in Metrics. Your custom metrics follow the same rules.

• Define alert-ready metrics with simple formulas, then reference them in rules.

  
  

Steps:

1. Confirm your unified workbook

   • If you have not already, follow Unify your ad platforms data to create a governed workbook with standardized metrics.

   • Use any existing metric or create your own to set up an alert for.

2. Connect Slack and Gmail

   • Open the alerts panel in your workbook.

   • Add Slack and Gmail as destinations. For Slack, pick the channel. For Gmail, set recipients and a subject prefix. Add other destinations if needed.

3. Choose metrics and conditions

   • Select one or more metrics, including your custom ones.

   • Add conditions like above target, drops, or differs from median.

4. Format the message

   • Add a short title, the key metrics, and a link back to the exact view. Include a brief line on what changed so teammates know what to do next.

5. Test and start

   • Send a test to Slack and Gmail. Confirm formatting and fields. Start the alert.

   • Hibi evaluates on your workbook’s refresh cadence.

     
     

What you built

• Alerts that watch the right slice of data

• Messages that include context and a link back to your unified dashboard

• Coverage across Slack and Gmail without duplicate work

  
  

Next up

• RCA workflow for campaign changes inside Hibi

• Creative iteration from alert insights to new variants

• Weekly digest summaries from saved views

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