Overview
The Email Burst feature allows users to set up a single scheduled export while only sending recipients the rows of data or cuts that are relevant to them. This feature ensures that key stakeholders receive relevant information via email without requiring manual intervention or the maintenance of many individual schedules. For example, users can configure a single schedule to regularly send all draw administrators a list of only their pending draws.
By following these steps, you can efficiently automate data exports and ensure timely updates to stakeholders.
Accessing the Schedule Exports Module
Step 1: Locate the Schedule Exports Module
Click on the three dot menu icon (⋮) in the top-right corner of the table or chart you wish to send.
Alternatively, access Schedule Exports via the hamburger menu in the top-left corner of your screen.
Setting Up a Scheduled Export
Step 2: Add a New Export Schedule
Click Add Schedule in the Schedule Exports window.
Step 3: Configure Export as an Email Burst
Click on Export as Email Burst.
Step 4: Define Export Parameters
Use the Split by field to set a dynamic filter based on who is receiving the email.
Reference a column of email addresses in the Dynamic Recipients field.
Fill out the subject and message fields as needed.
Step 5: Complete and Activate the Export
Configure the export frequency (e.g., daily, weekly) and time of export.
Ensure the correct file format (CSV, PDF, etc.) is selected.
Make any other necessary adjustments.
Click Create to finalize the schedule.
Note:
For more information about scheduled exports see Schedule Exports.
You can edit or delete scheduled exports at any time from the Schedule Exports menu.
The Email Burst option ensures that recipients receive only the data relevant to them.
FAQ
What is the Email Burst feature?
The Email Burst feature allows users to set up a single scheduled export that sends only the relevant rows of data to each recipient, ensuring key stakeholders receive pertinent information without manual intervention.
How do I access the Schedule Exports Module?
You can access the Schedule Exports Module by clicking on the kebab menu (three dots) in the top-right corner of the table or chart, or through the hamburger menu in the top-left corner of your screen.
What steps are involved in setting up a scheduled export?
To set up a scheduled export, you need to locate the Schedule Exports Module, add a new export schedule, configure it as an Email Burst, define export parameters, and then complete and activate the export.
Can I edit or delete scheduled exports?
Yes, you can edit or delete scheduled exports at any time from the Schedule Exports menu.
What types of file formats can I select for the export?
You can select various file formats for the export, including CSV and PDF.
Is it possible to automate data exports with the Email Burst feature?
Yes, the Email Burst feature allows for the automation of data exports, ensuring timely updates to stakeholders.
Do recipients receive all data or only relevant information?
Recipients only receive the data that is relevant to them, thanks to the dynamic filtering options available in the Email Burst feature.
Can I configure the frequency of the scheduled export?
Yes, you can configure the export frequency, such as daily or weekly, as part of the setup process.