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What have we done?
š„We have set up an automated Weekly summary email for all newly created sub-accounts that will enable them to feel empowered and updated with their account performance very early on in their journey. These summary emails offer several benefits for sub-account admins and users, making them a valuable tool for staying up to date with their business stats. This email will include the following data points:
- Tasks
- Unread Conversations
- Users
- Contacts
- Outreach
- Submissions
- SMS
- Appointments
- Deal Overview
What's new?
š„- All newly created sub-accounts will receive a weekly email every Wednesday at 9 am on their configured business email.
- If the data points have zero values, we will skip them from the email.
- We have added a one-view screen, allowing the agency admin to manage email schedules across all their sub-accounts in one go.
How does this help the agency owners?
š„The Report Scheduler feature allows Agency Owners to schedule email reports for their clients, helping them track performance and statistics. The benefits include:
- Automation:The Report Scheduler eliminates the need for manual intervention by automating report sending, thus saving time for businesses and their sub-account admins.
- Consistent Updates:With weekly reports, sub-account users stay informed about their account performance, enabling data-driven decision-making and progress tracking.
- Centralized Information:The Report Scheduler consolidates information from various dashboards, providing a comprehensive view of account performance in a single, easy-to-digest report.
- Improved Communication:Scheduled reports foster better team communication and collaboration, ensuring everyone is up-to-date with account performance.
- Enhanced Engagement:Regular reports keep sub-account admins and users engaged, encouraging proactive actions to improve performance.
- Easy Management:The one-view screen allows agency owners to pause and un-pause email schedules across all sub-accounts from a single screen.
