Digital/Omni: How Do I Set Up & Manage Emails?

How to Send Your Analysis via Email

Email your most frequently used views to share insights with your wider business and key teams. This functionality is great for streamlining weekly trading insights for key decision-makers.

• Click the Email icon, as shown in the top right of the page.
  
  

What are the Different Email Types?

You have an option to email your page once or to schedule a recurring email.

• One-Time Emails: sending a one-time email is a great way to give other team members context on ad-hoc analysis and insights.

• Scheduled Emails: sending a scheduled email when aligning with a critical process or meeting, such as weekly trade. 
  
  

When you select Email this page (One-Time), you will be asked to update the following: 

• Type the email addresses of colleagues or teams into the To section.
• Type an Email Subject.
• Type key takeaways, decisions, or actions within the Notes section.
• Click Send.
  
  

When you select Email this page (Scheduled), you will be asked to update the same fields as a one-time email as well as the following: 

• Frequency:  how often should the data be exported?
• Reporting Period: what time period should the data report on?
• Compare To: the prior period, last year, or the same day the previous week? 

You can also select to include a CSV attachment of the analysis and to share a link to the analysis too. 

• Click Save to schedule the email.
  
  

How Can I Manage Scheduled Emails? 

You can access the Email management screen in two main ways. 

• Click the ‘Manage Scheduled Emails’ link when you schedule any email. 
  
  

• Click your name in the top right corner of the screen and select Scheduled Emails. 

There are three tabs within the Email management screen: 

• My Emails: all emails that you have created and scheduled. 
• All Emails: all emails that have been created and scheduled by you and your colleagues. 
• My Subscriptions: any scheduled emails that you are subscribed to. 

You can edit or delete any emails within the My Emails tab. 

• Select the checkbox next to the Email Subject.
• Click Edit to change the recipients of the email, the email subject or description. 
• Click Delete to delete the email completely.