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Overview A group is a named list of team members, such as a regional sales team or a support squad. Groups change what people can see only if their role includes one of the "group" permissions. You need the "Manage team members" permission to cre...
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Overview
A role is a set of permissions. A person can have several roles and receives the combined permissions of all of them. Manage roles under Admin > Roles, which requires the "Manage team members" permission.
Built-in roles
Built-in ...
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Overview
Alchemer Voice captures customer conversations, extracts short statements called insights from them, and links those insights to the accounts and contacts in your CRM. Every insight links back to the conversation it came from. This art...
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Overview
Amazon Redshift is a cloud data warehouse from Amazon Web Services (AWS) used by organizations to store, query, and analyze large volumes of structured data with SQL.
The Alchemer integration with Amazon Redshift supports au...
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Created On: 11/02/2026
in Release Notes Alchemer Product Release Notes
Release highlights
Control who can copy surveys: a new role permission lets people create surveys without being able to copy existing ones.
Manage large quota sets faster: reorder quotas with drag...
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Overview The Alchemer Klaviyo integration uses a Klaviyo private API key to authenticate. Your browser does not support HTML5 video. Klaviyo API Credentials What You Need
A Klaviyo account with permission to create API keys (Owner, Admin...
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Overview Klaviyo is a marketing automation platform used by organizations to manage customer profiles and send email marketing. It tracks each profile's marketing consent so brands only message people who have opted in. The Alchemer integrat...
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SparkViz builds dashboards for you. Describe the dashboard you want in plain English, and SparkViz creates a complete, multi-chart dashboard organized into tabs and sections. Then refine it by asking for changes instead of editing chart by chart. ...
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Spark is your AI analyst in Alchemer Dashboard. Ask questions about your data in plain English from a dedicated place in the navigation, get charts and written answers back, and pick up past conversations right where you left off.
Spark requir...
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Created On: 10/16/2026
in Release Notes Alchemer Product Release Notes
Release highlights
Fully customizable Reply-To addresses - use any domain, including one different from your From address, or a merge code that returns a complete email address.
Crosstab improvemen...