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If you're covering RIAs across three metro areas, family offices in a specific asset class, and a handful of public pension searches, your feed and your inbox probably don't match.
Meaning, the website shows one set of updates. The inbox delivers another. That mismatch isn't a bug, it's a symptom of notification settings, delivery timing, and newsletter subscriptions each living in a different menu, which means most users never touch them and just accept whatever the defaults send.
The real signal, a followed account making a move, a search opening in a metro you cover, gets buried next to noise you never asked for.
In this article, we'll walk through how to scope your following feed in Dakota Marketplace to your actual coverage, tune your notifications so only relevant activity reaches you, and set delivery timing and newsletters to match how you work. By the end, your Dakota Marketplace feed and your inbox will finally be showing you the same thing.
Start With What You're Actually Covering
The Following tab on the Marketplace homepage is a personalized feed built entirely from what you choose to follow: Accounts, Contacts, Metro Areas, Universities, Asset Classes, Searches, and Investment Strategies. Any change to a followed item also triggers an email notification by default. The starting point for a clean setup is following only what maps to your real coverage, not everything that seems potentially relevant.
Scope Your Notifications to What You'd Actually Act On
Once you're following the right things, the next step is deciding what should actually generate an alert. A manager focused on real assets, infrastructure, private real estate, and private credit recently rebuilt their entire notification setup from scratch, scoping alerts down to only that coverage and switching off everything outside it.
That's the pattern worth copying: for each followed item, choose which activity type triggers a notification (a new search, a leadership change, a contact update) instead of leaving every trigger switched on by default. Other users have taken the opposite starting point, asking what they were currently receiving and what else was available, since email alerts and prompts are consistently what drives the most engagement with a platform like this once they're tuned correctly.
Book a demo to see how a coverage-based notification setup would look for your team.
Set Delivery Timing to Match How You Work
Not every alert needs to land the moment it happens. Delivery timing can be set to Real Time, Daily at 5 PM ET, or Weekly every Friday, and the right choice depends on how you work rather than what's technically possible.
Some teams treat notification setup as a core part of onboarding, walking through delivery preferences on day one specifically so the new setup reflects daily habits from the start, rather than defaulting to real time and getting alert fatigue within a month.
Why This Is Worth Doing Early
New users to Dakota Marketplace often follow broadly at first and refine later, which is reasonable, but the setup work is worth doing in the first week rather than three months in. Getting the Following feed, notification scope, and delivery timing aligned early means refinement happens in minutes rather than by opening a support ticket after missing something important.
FAQs
How do I customize my Dakota Marketplace notifications?
Follow the Accounts, Contacts, Metro Areas, or other items relevant to your coverage, then use the Preference Center to choose which activity types trigger a notification for each one.
How often can I receive alerts?
Real Time, Daily at 5 PM ET, or Weekly every Friday.
Can I control newsletters from the same place?
Yes. Wealth Channel, Fundraising, and Transactions newsletter subscriptions live in the same screen as Following and Notification settings.
Getting your Dakota Marketplace feed to match your actual coverage takes a few minutes, not a support ticket. Book a demo to see it set up for your team.
