🌟 This is a pro feature 🌟
What have we done? 🔥
– 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 it a valuable tool for staying up to date with their business stats. This email will include the following data points:
1. Tasks
2. Unread Conversations
3. Users
4. Contacts
5. Outreach
6. Submissions
7. SMS
8. Appointments
9. Deal Overview
10. Email
What’s new?🔥
– All newly created sub-accounts will receive an email weekly on Wednesdays at 9 am on their configured business email
– If the data points have 0 values, we will skip them from the email.
– We have added a one-view screen for the agency admin to manage the email schedules across all their sub-accounts in one go.
How does this help the agency owners?🔥
Report Scheduler is a feature that helps Agency Owners schedule email reports for their clients to help them track their performance and statistics. These benefits include:
1. Automation: The Report Scheduler automates sending reports, eliminating the need for manual intervention and saving time for businesses and their sub-account admins.
2. Consistent Updates: By sending reports on a weekly basis, sub-account users will stay informed about their account performance, allowing them to make data-driven decisions and track progress.
3. Centralized Information: The Report Scheduler consolidates information from various dashboards, providing a comprehensive view of account performance in a single, easy-to-digest report.
4. Improved Communication: By sending scheduled reports to sub-account admins and users, businesses foster better communication and collaboration within their teams, ensuring everyone is on the same page regarding account performance.
5. Enhanced Engagement: Regularly receiving reports can help keep sub-account admins and users engaged with their accounts, encouraging them to stay proactive and take necessary actions to improve performance.
6. Easy Management: The one view screen to manage all the email schedules across all sub-accounts enabling the agency owner to pause and un-pause the schedule from one screen
