Share Dashboard via Email Follow

Topics Covered:

• Email Dashboard
• Manage Recurring Dashboard

This feature is available in our selected plans only i.e. Boost & Enterprise.

Let's see in brief about this feature and scheduling emails to share dashboards with preferred internal users at a specified frequency.

Email Dashboard

• Click on the Actions button in the Dashboard screen and select the Email this Dashboard option.
  
• When you click on it, a prefilled popup will appear where you can change the following options:
  • Email Subject
  • Recipients - the internal Salesmate users with whom you want to send the email
  • Additional Recipients - specify the email addresses of people who don't have a Salesmate account but you wish to send an email
  • Email Body - enter the text that will be content of the mail

  • Recurring Emails - enable this option to send emails to the selected recipients on a Daily, Weekly, or Monthly basis as per the time and frequency you choose.

    • Recurring options that are available: Daily, Weekly, and Monthly.
    • If chosen Daily, you get to select the time too at which the mail will be sent on a daily basis.
    • If chosen Weekly, you get to choose the day and time.
    • If chosen Monthly, then you can choose the day from '1 to 28' or the last day of the month and the time at which mail will be sent.
  • Choose Widgets - Choose to select a few or all the widgets that should be included in the email.
  • Report Type - Choose whether the widget/report should be shared as an inline image or PDF.
  • Format Options - Choose whether multiple widgets should come in a page or a single widget.
  • Applicable Filters - Choose the filters that you want to apply before sharing the dashboard (Global filters are not applicable over here)
• You also get an option to preview the email.

Manage Recurring Emails

• On Dashboard, click on the Actions button and select Manage your recurring email. 

• You'll be redirected to a screen where you'll see all those Dashboards that are kept aligned to be sent on a regular basis.