Help: How to edit alerts and subscriptions

Once you set your alerts on PitchBook, you have the ability to edit and manage them over time as your research needs change. In this article, we will walk through the different areas on the platform where you can edit and manage your alert preferences.

To learn more about how to set up initial alerts, check out our article How to create alerts and subscriptions.

The following sections outline the various ways you can edit and customize alerts to fit your preferences.

From search results

Use the following instructions to adjust the categories and frequency of your saved search alerts from search results:

1. Navigate to your saved search or saved list results page.
2. Click View Alerts in the top right of the search page, then select Email Alert Settings from the dropdown to edit alert categories and frequencies.
3. Click Save to finalize your changes.

Note: This is the experience in all screeners except the Companies & Deals screener. You can edit saved search or list alerts in the Companies & Deals screener through the alert drawer.

From the Saved Searches & Lists section

If you’re interested in editing the entities within your alerts, you’ll need to edit the saved search or saved list your alerts are based on. To modify the search or list criteria, follow these steps:

1. Navigate to Saved Searches & Lists under the My PitchBook section in the PitchBook sidebar.
   
   • Click on the Searches tab to access all your saved searches.
   • Click on the Lists tab to access all your saved lists.
2. Click the caret next to the search name or list to open the drop-down menu.
3. Click the Modify Criteria button
   below the Search Criteria box to edit the entities within your alerts.
4. Click Save & Search on the top right corner to finalize changes to the alert criteria.

From the Alerts & Subscriptions section

You can adjust the categories and frequency of your alerts, and subscribe or unsubscribe to PitchBook newsletters and reports from the Alerts & Subscriptions section by following these steps:

Edit alerts from the Alerts tab:

1. Click on Alerts & Subscriptions from the My PitchBook section of the PitchBook sidebar.
2. Select the Alerts tab to view a list of all searches, lists, news, research, conferences, and market maps you have alerts set for.
3. Highlight the alert you want to edit by clicking on the pencil icon to the right. This will prompt a pop-up menu where you can edit the frequency and contents of your email alerts.
4. If you’d rather delete the list, click the trash can icon next to the pencil icon.

Edit subscriptions from the Subscriptions tab:

1. Navigate to the Subscriptions tab of Alerts & Subscriptions.
2. Use this tab to opt in or opt out of both your newsletter and report subscriptions by selecting or unselecting the corresponding checkboxes.
3. Your changes will be autosaved once implemented.

From the alert drawer

You can edit your alerts from the alert drawer by following these steps:

1. From your Companies & Deals saved search, or saved list results page, click on the View Alerts button in the top right corner to prompt the alert drawer.
2. Click the Manage Alerts link at the bottom of the drawer to open a pop-up menu to change the cadence and specificity of the saved search or list.
3. Select any radio buttons under Recent Email Alerts to change how often you receive alerts.
4. Check or uncheck any of the checkboxes under Alerts Contain to change the content of your alerts.
5. Finalize any changes you make by clicking the Save button at the bottom of the pop-up menu.

Note: The alert drawer is only available for non-collaborative Companies & Deals saved searches and lists.

From Workspaces

You can edit alerts for your saved searches, lists, research, or market maps in your Workspaces. Even in a shared Workspace, you can manage your own alerts you receive. Any changes to alerts made by one Workspace collaborator will not affect alerts for other collaborators. Manage your alerts following these steps:

1. Navigate to the All Content section of the Workspace and choose which list, search, or market map you’d like to create or edit alerts for.
2. Click on the three dots on the right side of the row, and select Manage Alerts. This will bring up the pop-up menu, where you can adjust the frequency and make your alert selections.
3. Click Save to finalize your choices.

From the Conferences tab

To edit your Conferences alerts, follow the steps below:

1. Navigate to the Conferences tab under the Data section in the PitchBook sidebar.
2. Tap the Alerts button and select Manage Alerts. This will direct you to the Alerts & Subscriptions section of the PitchBook Platform. More information can be found in the Alerts & Subscriptions section of this article.
3. Click Save to finalize your updated alerts.

From the Research Center

If you want to edit and manage your alerts on research reports, you can do so from the Research Center following these steps:

1. Head to the Research Center from the PitchBook sidebar.
2. Tap the Alerts button and select Manage Alerts. This will direct you to the Alerts & Subscriptions section of the PitchBook Platform. More information can be found in the Alerts & Subscriptions section of this article.

From the News Center

The News Center allows you to edit your news content alerts directly on the platform. Follow the steps below to manage your alerts:

1. Navigate to the News Center under the Market Analysis tab of the PitchBook sidebar.
2. Click the Alerts button and select Manage Alerts. This will direct you to the Alerts & Subscriptions section of the PitchBook Platform.
3. From there, follow the steps in the From the Alerts & Subscriptions section to edit your alerts.

From LCD Credit Analysis

Within the LCD Credit Analysis section, you can manage your alerts for Credit News and Credit Research in two ways:

Credit News alerts

1. Navigate to the Credit News tab under the LCD Credit Analysis section in the PitchBook sidebar.
2. Click the Alerts button and select Manage Alerts. This will direct you to the Alerts & Subscriptions section of the PitchBook Platform.
3. From there, follow the steps in the From the Alerts & Subscriptions section to edit your alerts.

Credit Research alerts

1. Navigate to the Credit Research tab under the LCD Credit Analysis section in the PitchBook sidebar.
2. Click the Subscribe button in the top right hand corner to open up the menu. Use the + symbol to expand any of the collapsed categories, and check or uncheck the checkboxes for the alert categories you want to manage.
3. Click Save to confirm your updated subscriptions.

From Market Maps

Follow the steps below to manage email alert settings for your saved market maps in PitchBook:

1. Find your saved market maps in the Saved Searches & Lists tab under the My PitchBook section in the PitchBook sidebar.
2. Once you click into your saved market map, click the View Alert button in the top right corner to open the email alert settings popup.
3. Adjust your alert preferences as needed, then click Save to confirm your updates.

Learn more about how to initially set up your alerts in the following Help Center article:

• How to create alerts and subscriptions

To understand how this feature fits into a broader workflow, check out PitchBook Pioneer’s course – Wealth Managers: Getting Started.