Manage sending policies

Sending policies dictate how to send alerts, to whom, when, and how often. The how to send and to whom of the policy is specified by the delivery methods that are selected for the policy. Therefore, in order to create a sending policy, you must have at least one delivery method already available. The how often is optional and is determined by the anti-flooding policy selected for the policy.

These are the tasks you need to perform when using sending policies:

Create a sending policy

If you need a new sending policy:

1. Go to Administration → Alert Configuration and select the Alert Policies tab.
2. Select Sending Policy in the left-hand panel.

3. Click the New button at the bottom right and the Sending Policy window appears.

   If you have several sending policies available, you might need to scroll down in order to see the New button.

   

   
   

4. Select a combination of a Delivery type and a Delivery method and then click Add. You can add more than one combination.

5. Introduce the rest of the settings and click Save.

   Name	Enter a unique name to describe the policy.
   Set as default policy	Select to set this as the default policy for new alerts and predefined alerts that have not actively been assigned a sending policy.
   Anti-Flooding Policy	(Optional) Select an anti-flooding policy to limit the frequency of distribution for persistent alerts. Select none (no antiflooding policy will be applied), Default Anti-flooding policy (the system default policy—a maximum of 5 alerts during 1h and if repeated, a reminder after 1h) or any of the anti-flooding policies defined by you. To know more about how to define an anti-flooding policy, visit the Manage anti-flooding policies article.
   Days of Week, From, To	Indicate the days of the week and the hours during which alerts should be distributed. The time zone defined in the delivery method(s) selected are used to calculate times.
   Delivery type	Select the types of delivery methods.
   Delivery method	Select from the available delivery methods set up for the selected Delivery type.  The delivery methods are listed by their names.

Assign a sending policy to an alert

Once you've created a sending policy, it is available to assign to alerts. An alert can be assigned one or many sending policies.

1. Go to Administration → Alert Configuration. The Available Alerts tab lists all the alerts available in the domain; whether they are active or not. 
2. Use the filters to find the alert to which you want to assign the sending policy.
3. Hover over the alert's row and click the paper airplane icon that appears in the Active Policies column.
4. The Sending Policy window appears. Check the box(es) of the sending policy(s) you want to assign and uncheck those you do not want.
5. Click Save.
   
   

Edit a sending policy

If you need to modify the settings of a sending policy:

1. Go to Administration → Alert Configuration and select the Alert Policies tab.
2. Select Sending Policy in the left-hand panel.
3. Hover over a sending policy row and click the ellipsis icon that appears at the end of the row.
4. Select Edit and the Sending Policy window appears.
5. Make the necessary changes and click Save.
   
   

Delete a sending policy

If you no longer need a sending policy:

1. Go to Administration → Alert Configuration and select the Alert Policies tab.
2. Select Sending Policy in the left-hand panel.
3. Hover over a sending policy row and click the ellipsis icon that appears at the end of the row.
4. Then, select Delete and confirm the warning message that appears.
   
   

Related articles:

• Configuring alerts
• Manage delivery methods
• Manage anti-flooding policies