improved
Bulk Edit Your Report Emails
Each time your clients receive a scheduled report from your agency, you have an opportunity to communicate with them.
Now it's quick and simple to
edit the emails your clients receive in bulk
. This feature is available on Premier plans only.
This means you can easily share things like:
- Promotional offers
- Holiday greetings or seasonal messages
- Announcements of major changes happening at your agency
- Educational content or resources
- And more
From within Bulk Operations,
find the Edit Email Message option in Reports
. Then, simply:- Select the scheduled reports that need email edits
- Customize your email message
- Finalize your bulk action
Update the email message for your scheduled client reports as often as you like!