Creating and managing email digests

By creating customised email digests, you receive consolidated updates relevant to your company workflows, improving efficiency and decision-making processes. You can tailor the digest you create using any combination of these three elements:

1. Companies: choose up to three Company Views and Company alerts.
2. Articles: Select up to three News Views, and receive articles matching those views in your digest.
3. Actions: Include upcoming actions from your assigned company tasks.

Prerequisites:

• Ensure that you have existing alerts and news views to choose from when creating the digest
• Make sure your naming conventions are clear so that you can easily select which alerts you wish to include </aside>

Step-by-Step Guide:

• Click “Alerts & Emails Page”
• Click “+ Setup Email Digest”
  • Choose “actions”, “companies”, or “articles”
  • Select the “Alert”
• Press “Next Step”
  • Enter “Email Frequency” and “Time”
  • Enter “Name”
• “Confirm Digest”

Tips and tricks/Best Practices:

• Customise the frequency of your email digest to suit your schedule – choose from daily, every weekday, weekly, or even a custom timing.
• Don't forget to give your digest a distinctive name. This personalisation ensures you receive updates at the most convenient time for you, keeping you informed without disrupting your workflow. You can also edit this by clicking the pencil icon