Alert Email

What this is for: Alert Email is used for campaign related notifications. These emails keep you informed about important updates without checking the dashboard.

How it works

  • Alerts are sent to the email address you set here
  • If no email is added, alerts go to your primary account email

How to set it up

  • Go to Settings > Configurations > Weekly Reports
  • Find Configure Alert Email
  • Enter the email address
  • Click Save

Weekly Report Emails

Weekly Reports automatically send campaign performance summaries to clients, teammates, or internal teams. Reports are sent every Monday at 8 AM UTC and only if there is campaign activity.

Create a Weekly Report
  • Under Configure Weekly Report Emails
  • Click Click to add
  • This opens the report template editor
Weekly Report setup
From email:

Controls which email address the report is sent from.

Recipient emails: who receives the weekly reports.

  • Add one or more email addresses
  • Separate multiple emails with commas
Add a subject line for the weekly report email:

Report content and metrics

Allows you to include campaign performance data in the email. Available metrics include:

  • Connection Request Sent Count
  • Follow Ups Sent Count
  • Connection Accepted Count
  • Replied Count
  • Acceptance Rate
  • Response Rate Metrics can be added using the buttons below.

Then:
  • Click Save Details
  • Reports are sent automatically every Monday

Customer Success Reports

Customer Success Reports add AI generated insights to weekly reports. When enabled:

  • Performance summaries are included
  • Improvement suggestions are added This option can be toggled on or off from the same page.