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Client Management
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Client Management

Emails - add dynamic text or tokens to email subject line and body text
e.g. client name, metric, date
0
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Client emails
Email templates
2
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Client emails
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in progress
UI - edit "view" button in report emails
Ability to edit the text in the "View" button. Ability to change the image
0
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Client emails
Emails - Report in Email
Option to have the report in the body of the email.
1
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Client emails
Allow images to be uploaded to an email without needing the image URL
0
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Client emails
View report/dashboard content while writing emails
1
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Client emails
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exploring
Reports - Option to attach PDF reports to emails, instead of a web-based links
4
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Client emails
Emails - ability to change default email styling
Header color Button CTA color Background color Logo image (file, position)
0
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Client emails
Emails - change primary button CTA location and text
0
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Client emails
Emails - change language for primary CTA button
0
·
Client emails
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