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Everything you need to know about using Laureo

Help Center

Overview
Goals & QuotasCreating GoalsAlert EmailsPreferences
Help CenterGoalsGoal Alert Emails

Goal Alert Emails

How goal at-risk and goal achieved alerts reach you: immediate at-risk emails, one combined email per check, per-goal deep links, and how to change the frequency or turn them off.

The two goal alerts

Laureo watches every active goal you own and tells you when it crosses a line that matters.

Goal alerts fire when a goal you own crosses a threshold, not on a fixed timer. There are two:

  • Goal at risk is the action alert: your goal is behind the pace it needs to finish on time. It is time-sensitive, so out of the box it emails you right away, and it also lands in My Work as something to act on.
  • Goal achieved is the celebration: your goal reached 100%. Out of the box it shows in your Notifications bell (and on the leaderboard); you can turn its email on if you want a copy in your inbox.

Both alerts are personal to the goal owner. A team goal notifies each member who owns it. Every alert message names the goal and, for an at-risk alert, how far behind it is (for example, "‘Q3 New Business’ is behind pace (48% complete)").

How often they arrive

At most one alert per crossing, per goal period, never a repeating nag.

Laureo checks your goals a few times a day. An alert fires only when a goal crossesinto a new state, and only once for that crossing within the goal's current period. A goal that stays at risk does not email you again and again inside the same period. When the goal rolls into its next period (a new month, quarter, or year), the alerts re-arm, so a fresh at-risk crossing next period can alert you again.

Daily goals check in daily
Because a crossing re-arms each new period, a goal on a daily period that is persistently behind can produce one at-risk alert per day. If a set of daily goals is emailing you more than you want, switch their email to Digest or turn it off (see below), or move those targets to a longer period.

One email per check, not one per goal

If several goals cross at the same time, they arrive together.

When more than one of your goals crosses in the same check, the alerts are combined into a single email that lists all of them, rather than a separate email per goal. So five goals slipping at-risk in the same check send you one email covering all five, not five inboxes-full. A single crossing keeps its own specific message. The in-app bell still shows each goal as its own entry so you can open, snooze, or act on them one at a time.

Every alert opens the exact goal

No hunting through the list to find which goal the email is about.

Each alert, in the email and in the bell, links straight to the specific goal it is about. Opening it takes you to the Goals page, scrolls to that goal, and highlights it, so you can see its progress and decide what to do next without searching. In a combined email, each listed goal carries its own link.

Change how, or whether, goal alerts email you

The controls live with the rest of your notification preferences.

Go to Settings > Notifications and find the Goals & Leaderboardcategory. It has a row for Goal at risk and a row for Goal achieved, each with the same three controls as every other notification type:

FieldDescriptionTypeDefault
In-AppWhether the alert appears in your Notifications bell and inbox. On by default for both goal alerts.toggleOn
EmailWhether the alert also emails you. On for Goal at risk by default; off for Goal achieved by default (turn it on to receive a copy).toggleVaries by alert
Email ModeImmediate sends the email as soon as the goal crosses (this is the default for Goal at risk). Digest holds it and rolls it into your daily or weekly digest instead. None turns the email off while keeping the in-app alert.dropdownImmediate (at risk)

To stop goal emails entirely but keep seeing them in the bell, turn Email off (or set Email Mode to None). To keep the emails but batch them, set Email Mode to Digest. You can reach the exact row fast: the managelink at the bottom of any goal alert email jumps straight to that notification's row in your settings.

At risk is time-sensitive by design
Goal at risk defaults to an immediate email because a target that is slipping is usually worth acting on that day. Moving it to Digest is a deliberate trade: you get fewer interruptions, but you hear about a slipping goal later. Goal achieved is the opposite: it is good news you can read whenever, so its email is off by default and batches into the digest when you turn it on.

Quiet hours

Goal emails respect your quiet window; the in-app alert does not wait.

If you have quiet hours enabled, an immediate goal email that would arrive inside your quiet window is held and delivered once the window ends, rather than dropped. Digest emails behave the same way: a digest scheduled to send inside quiet hours goes out at the first opportunity after quiet hours end. The in-app bell alert always appears in real time, so you never lose the alert itself, only the after-hours email ping.

Goal at risk also becomes a to-do
Because an at-risk goal is something you act on, its alert can be added to My Work as a durable task that links back to the goal. Goal achieved is awareness only: you read it and move on. See My Work vs Notifications for how Laureo decides which alerts are things to do versus things to know.

Related Articles

Goals & Quotas Overview— Track revenue targets and sales quotas, and read the at-risk color codingCreating Goals & Tracking Progress— Create goals, pick a period, and monitor progress toward targetsNotification Settings— The Goals & Leaderboard category, email modes, digests, and quiet hoursMy Work vs Notifications— Why an at-risk goal becomes a to-do while an achieved goal is just an update
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Creating Goals & Tracking Progress
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Goals Preferences