Managing Your Alert Preferences

GleanMark's Alert Settings page lets you control which alerts you receive and how they're delivered. Configure settings globally, per portfolio, or per tracked owner.

How to Access

Go to Settings > Alert Settings (/settings/alerts). The page has tabs for Portfolios, Owners, Automated Watches, Custom Watches, Slack, and (for firms) Client Notifications.

Portfolios Tab

Controls alerts for trademarks in your portfolios.

Category Toggles

Toggle entire alert categories on or off:

• Prosecution — office actions, status changes, ITU transitions, prosecution events
• Milestones — publication, registration, renewal, cancellation, abandonment
• Reclassifications — goods/services, Nice class, and design code updates
• Deadlines & Renewals — 30/7/1 day deadline reminders
• TTAB Proceedings — proceedings, status changes, document entries
• Ownership Changes — assignments, correspondent changes

Citations

When the USPTO refuses someone else's application under Section 2(d) and names a mark in one of your portfolios as the reason, GleanMark adds a citation alert to your alerts inbox. On paid plans this is on for every portfolio and has no toggle on this page. To get these by email as well, open My notifications and turn on Citations of your portfolio marks; the emails follow your Portfolio changes setting, including its frequency.

Per-Portfolio Overrides

Each portfolio can have its own alert configuration that overrides your global settings. Access this from the portfolio's settings page.

Owners Tab

Controls alerts for your tracked owners. Set account-wide defaults that newly tracked owners inherit, then fine-tune each owner individually.

Account Defaults

Choose which alert categories apply by default to every newly tracked owner: New Applications, Assignments, Owner Info, Portfolio Events, TTAB Activity, and Citations. A master toggle pauses or resumes all owner alerts at once.

Per-Owner Controls

Each tracked owner has two switches and a row of category checkboxes:

• Active — pause or resume tracking for that owner
• Alerts — turn the owner's alert emails on or off while tracking stays active
• Category checkboxes — choose exactly which kinds of activity fire for that owner

Existing owners keep their own settings; you can reset an owner back to your defaults at any time.

Automated Watches Tab

Manage the watch coverage GleanMark sets up for you and review a digest of recent matches.

Custom Watches Tab

Create and edit your own keyword watch searches and control their notification settings. Watch searches are available on Professional and Max plans.

Slack Tab

Configure Slack integration for alert delivery. Connect your Slack workspace to receive alerts in designated channels.

Client Notifications Tab

For firms, configure the client-facing notification emails GleanMark sends on behalf of your clients.

The Alerts Inbox

View all your alerts at /alerts. The inbox provides:

• Category chips — filter by alert type
• Mark-as-read — clear alerts you've reviewed
• Snooze — temporarily hide alerts with a snooze timer
• Star — mark important alerts for follow-up
• CSV export — download alert history

Tips

• Start with everything on — it's easier to mute noise than to discover you missed something
• Tune categories per owner to manage volume — keep all categories on for your top competitors and trim the noisy ones (like Reclassifications) for the rest
• Snooze instead of dismissing — if an alert isn't urgent but needs follow-up, snooze it for a few days
• Check the alerts inbox weekly even if you rely on email — the inbox has filtering and search that email doesn't

Related Features

• Setting Up Alerts — Full alert setup guide
• Alert Types Explained — What each alert type means
• Tracking Owners — Add owners to monitor