Email Digest Management

An email digest is a scheduled email that is sent on a recurring basis. They are intended to group a user's notifications and reminders into a single email. Email digests are only sent to a user if there is active notification content for the user.

The Email Digest Management page enables administrators to create, view, and manage email digests.

To manage email digests, go to Admin > Tools > Core Functions > Email Digest Management.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Email Digest Administration - Manage Grants ability to create, edit, view, and delete email digests. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The permission constraints determine which email digests the administrator can edit and delete. This is an administrator permission. Performance - Administration
Email Digest Administration - View Grants ability to view email digests. This permission cannot be constrained. This is an administrator permission. Performance - Administration

Create Email Digest

To create an email digest, select the Create Email Digest button. See Email Digest - Create/Edit.

Email Digest Table

By default, the email digest table displays email digests in alphabetical order. The table can be sorted by one of the table columns by selecting the appropriate column header.

The following information is displayed for each existing email digest in the table:

  • Digest Name - This displays the name that was configured for the email digest.
    • Administrators with permission to manage email digests may select the digest name to edit the email digest.
    • Administrators with permission to view email digests may select the digest name to view the email digest.
  • Frequency - This displays how frequently the email digest may be sent to recipients. If there is no content to be sent to a user, then the email digest is not sent.
  • Time - This displays the specific time at which the email digest is sent.
  • Day - If the email digest is sent on a weekly basis, this displays the day of the week on which the email digest is sent. If the email digest is sent on a monthly basis, this displays the date on which the email digest is sent.
  • Active - Select this checkbox to make the email digest active. When an email digest is not active, it is not sent to users. This option is not available if the administrator does not have permission to manage email digests.

Email Digest Actions

To view the available actions for an email digest, click the drop-down icon in the Actions column. The following actions may be available:

  • Edit - Select this option to edit the email digest. This option is only available if the administrator has permission to manage email digests. See Email Digest - Create/Edit.
  • Copy - Select this option to copy the email digest. This option is only available if the administrator has permission to manage email digests. See Email Digest - Create/Edit.
  • View Log - Select this option to generate a .csv file that contains the following information for each time the email digest was sent in the past 30 days:
    • Email Address - This displays the email address of the intended email digest recipient.
    • Username - This displays the username of the intended email digest recipient.
    • Status - This displays the status of the delivery. If an error was received, then the cause of the error is displayed. For example, "User has no associated email address" may be displayed.
    • Time Sent - This is the time at which the email processor sent or attempted to send the email. This is displayed in the user's time zone.
  • Delete - Select this option to delete the email digest. This option is only available if the administrator has permission to manage email digests. When this option is selected, a confirmation pop-up opens to confirm the action.
  • View - Select this option to view the email digest. This option is only available if the administrator does not have permission to manage email digests.