Choose who gets a digest email
Updated
Pick the people a digest email goes to, and check their copy before it goes.
2 minutes · Owner
1
Open Settings, choose the Emails & Vera tab, pick Emails and click the email.
2
Under Who gets it, tick the team members to send to. A person needs an email address on file.
3
Under Check it, choose a recipient.
4
Press Preview. Their copy opens in a new browser tab.
5
Press Send test to me to get that person's copy at your own address, never theirs.
Each copy holds only what that person may see in the app:
- The owner's copy has everything.
- A Basic member's copy leaves out Lead conversion and Lead spend & ROI.
- A team member who sees only some people's numbers gets only those people's numbers.
When a copy will be cut down, a note under the list says how many recipients see a reduced copy.
Pause, copy or delete an email
- To pause, turn off the switch in the On column of the list. The email reads Paused and keeps its sections and people.
- Duplicate and Delete… sit behind the three dots beside an email. Deleting cannot be undone.
Frequently Asked Questions
Can I send one right now?
Not the real one. Send test to me sends a copy to you alone, with [Test] at the start of the subject.
How does someone stop getting it?
The email has no unsubscribe link. They ask the owner to untick them under Who gets it.