Check-Ins - Email Digest Sections

Creating an Email Digest allows an administrator to send a digest of check-in activities to specific users, OUs, or to all users in the organization.

To create an email digest, go ADMIN > TOOLS > CORE FUNCTIONS > EMAIL DIGEST MANAGEMENT.

Creating an email digest is the same across all areas. See Email Digest - Create/Edit.and See Email Digest - Add Section.

To configure an Email Digest for Check-Ins, administrators need to add the following Sections:

  • Missed Check-Ins - This email digest lists the discussions that the user had scheduled but a meeting was not created since the previous email digest. The digest looks at the Meeting Frequency for the scheduled discussions and accordingly informs users of their missed meetings. The recommended frequency for this section is weekly.
  • Recent Check-Ins - This email digest lists the user’s recent discussions that have occurred since the previous email digest. For example, if the digest frequency is Weekly, this will include all the meetings scheduled in the last seven days. The recommended frequency for this section is weekly.
  • Upcoming Check-Ins - This email digest lists the upcoming discussions for the user that are scheduled prior to the next email digest. The digest looks at the Meeting Frequency for the scheduled discussions and accordingly informs users of their upcoming recurring meetings. The recommended frequency for this section is daily. Note: If this section is included in a daily digest, it is recommended to deactivate the Check-In Created email trigger in Email Administration to avoid duplicate notifications.

The following tags are available for these sections:

  • {RECIPIENT.FIRST.NAME} - The email digest recipient’s first name
  • {RECIPIENT.LAST.NAME} - The email digest recipient’s last name
  • {LIST.BEGIN} - A tag that is used to begin a custom formatted activity list. Tags, text, and formatting that are between the {LIST.BEGIN} and {LIST.END} tags will be repeated to create an activity list.
  • {LIST.END} - A tag that is used to end a custom formatted activity list. Tags, text, and formatting that are between the {LIST.BEGIN} and {LIST.END} tags will be repeated to create an activity list.
  • {CHECK-INS.LINK} - A hyperlink that takes the user to the check-in page
  • {CHECK-INS.PARTICITPANT.FIRST.NAME} - The participant’s first name
  • {CHECK-INS.PARTICITPANT.LAST.NAME} - The participant’s last name
  • {CHECK-INS.MEETING.DATE} - The date on which the meeting is scheduled
  • {CHECK-INS.TITLE} - The name of the check-in.

Examples

Missed Check-Ins Body

Hi {RECIPIENT.FIRST.NAME},

It looks like you missed a few meetings this past week.

However, you can keep the check-in going. Add new meetings by selecting 'New Meeting' and begin preparing.

{LIST.BEGIN}

{CHECK-INS.PARTICIPANT.FIRST.NAME} {CHECK-INS.PARTICIPANT.LAST.NAME} on {CHECK-INS.MEETING.DATE} about {CHECK-INS.TITLE}.

Click here to view the discussions: {CHECK-INS.LINK}

{LIST.END}

Recent Check-Ins Body

Hi {RECIPIENT.FIRST.NAME},

Here are the recent check-ins that you had this past week.

Let’s keep the discussion going. Select ‘New Meeting' and begin preparing for your upcoming meetings.

{LIST.BEGIN}

{CHECK-INS.PARTICITPANT.FIRST.NAME} {CHECK-INS.PARTICIPANT.LAST.NAME} on {CHECK-INS.MEETING.DATE} about {CHECK-INS.TITLE}.

Click here to view the check-ins: {CHECK-INS.LINK}

{LIST.END}

Upcoming Check-Ins Body

Hi {RECIPIENT.FIRST.NAME},

Here are today's check-ins based on the date and frequency set in your <portalname>.

Don't see a meeting? Add one by selecting 'New Meeting' and begin preparing.

{LIST.BEGIN}

{CHECK-IN.PARTICIPANT.FIRST.NAME} {CHECK-INS.PARTICITPANT.LAST.NAME} on {CHECK-INS.MEETING.DATE} about {CHECK-INS.TITLE}.

Click here to view the check-ins: {CHECK-INS.LINK}

{LIST.END}

Check-Ins Email Digest FAQs