Report Settings in SalesRobot
This article will help you set up email alerts for reports in SalesRobot. It is also possible to send over the campaign execution reports on your personal ID.
All you have to do is:
Go to Settings > Configurations > Report Settings.
Configure the Alert Email ID where you want to receive the campaign execution reports.
To send a weekly report to your manager or team member:
Click on + icon present under Configure Weekly Report Emails.
Type in the email ID you want to send the report to.
Type in a subject for the email.
Add the message body
You can also customize the data fields that will be included in the report.
Click on Save details
The report will be sent on the specified day and time to the email IDs you added. You can add multiple email IDs to the report.
If you want to add another report, you can click on the + button again
All you have to do is:
Go to Settings > Configurations > Report Settings.
Configure the Alert Email ID where you want to receive the campaign execution reports.
To send a weekly report to your manager or team member:
Click on + icon present under Configure Weekly Report Emails.
Type in the email ID you want to send the report to.
Type in a subject for the email.
Add the message body
You can also customize the data fields that will be included in the report.
Click on Save details
The report will be sent on the specified day and time to the email IDs you added. You can add multiple email IDs to the report.
If you want to add another report, you can click on the + button again
Updated on: 30/08/2024
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