Email Settings

5 min

email settings the email settings section allows admins and other console users to configure and receive periodic email reports on cobrowsing analytics and performance these emailers help provide insights without needing to log in to the console, making it easier to track activity trends over time path cobrowsing console → settings → email settings enabling email analytics navigate to email settings toggle enable emailers on once enabled, all customization fields become visible emailers can then be tailored by profile, frequency, format, and content customization categories there are five major categories available for customizing email reports 1\ profiles each profile can have unique configurations for email triggers customizable fields target email addresses subject lines trigger settings 2\ trigger settings defines how and when emails are sent email frequency multi select options daily 7 days 30 days 60 days 90 days email address one or more recipient email ids reports are delivered to the listed addresses email subject custom subject line for the mail trigger email sample sends a test mail to the configured email id to verify setup 3\ graphics parameter adds visual analytics to email reports for better readability and user experience supported graphics general analytics inbound analytics outbound analytics 4\ table parameter defines how data values are shown in tabular format inside email reports count variation options daily count on the trigger day wtd (week to date) count from the start of the week to the trigger day mtd (month to date) count from the start of the month to the trigger day ytd (year to date) count from the start of the year to the trigger day 5\ attachment parameter admins can configure attachments to include detailed reports attended leads session details of attended leads unattended leads leads that were captured but not attended declined leads leads where customers declined to connect follow up leads leads requiring follow up action agent wise reports per agent performance reports, showing client handling breakdown