How to Configure Weekly Reports?

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.

Updated on: 06/01/2026