Creating Scheduled Email Insights

[Selva_30]

What steps are involved in creating scheduled email insights?

[kousalya.jayasankar]

Hi @Selva_30 ,

To create scheduled email insights, follow these steps:

1. Click Create: On the Schedule Insights page, click the Create button.

2. Select Dataset and Roles: Click + Add Roles to choose the dataset and roles from the dropdown menu.

3. Enter Email Details:
   • Provide the recipient’s email address.
   • Enter a subject for the email.
   • Optionally, add a detailed message explaining the insights.

4. Apply Filters: Use tag filters to categorize and refine the insights.
5. Schedule the Email:
   • Toggle Schedule to set the frequency (hourly, daily, weekly or monthly).
   • Name the schedule, select the schedule type, and click Submit.

By following these steps, you can automate generating and distributing Email Insights.

To know more bout scheduling Email Insights click on Email Insights - video