Campaigns - Revision history

Ashley DeBon: /* Mail Campaigns */

2026-07-16T12:48:50Z

‎Mail Campaigns

Ashley DeBon at 12:48, 16 July 2026

2026-07-16T12:48:02Z

Ashley DeBon: /* Mail Campaigns */

2026-07-16T12:45:03Z

‎Mail Campaigns

Ashley DeBon: Created page with "Path: Website - Mail - Campaigns = Mail Campaigns = Mail Campaigns allow managers to enable or disable company-wide automated email campaigns such as activity re..."

2026-07-16T12:44:20Z

Created page with "Path: Website - Mail - Campaigns = Mail Campaigns = Mail Campaigns allow managers to enable or disable company-wide automated email campaigns such as activity re..."

New page

Path: [[Website]] - [[Mail ]] - [[Campaigns]]

= Mail Campaigns =
Mail Campaigns allow managers to enable or disable company-wide automated email campaigns such as activity reports, task reminders, appointment summaries, and SMS notifications.

Enabling a campaign makes it available for the company. Individual users who receive each email are managed through '''Subscriptions''' and '''My Subscriptions'''.
'''Navigation:''' '''Mail''' → '''Campaigns'''
'''Page Title:''' CallProof :: Mail Campaigns
{| class="wikitable"
! User
! Access
|-
| Logged-in User
| Requires Mail Campaign permission.
|-
| Manager
| Full access to Mail Campaigns.
|-
| User without Mail Campaign Permission
| Cannot access the page.
|}

# Log in to CallProof.
# Hover over '''Mail'''.
# Click '''Campaigns'''.
# The '''Mail Campaigns''' page opens.
# Review the available company subscriptions.

== Company Subscriptions ==

The page displays all available email campaigns.

{| class="wikitable"
! Campaign
! Purpose
|-
| Rep Daily Activity Report
| Sends a daily activity summary to sales representatives.
|-
| Manager Daily Activity Report
| Sends daily team activity reports to managers.
|-
| Manager Summary Report
| Sends summary activity reports to managers.
|-
| Manager Scheduled Report
| Sends recurring manager production reports.
|-
| Daily Task Reminders
| Sends reminders for follow-up tasks.
|-
| Appointment & Activities
| Sends appointment and activity summary emails.
|-
| Text Message Emails
| Sends email notifications for incoming SMS messages (Twilio companies only).
|}

== Update Mail Campaigns ==

=== Purpose ===

Enable or disable automated email campaigns for the company.

=== Steps ===

# Open '''Mail Campaigns'''.
# Check the campaigns you want to enable.
# Clear the campaigns you want to disable.
# For '''Manager Scheduled Report''', select the weekly start day if available.
# Click '''Update'''.
# A confirmation message indicates that the campaign settings have been updated.

== Rep Daily Activity Report ==

=== Purpose ===

Enable daily activity summary emails for sales representatives.

== Manager Daily Activity Report ==

=== Purpose ===

Enable daily activity reports for managers showing team performance.

== Manager Summary Report ==

=== Purpose ===

Enable company summary reports for managers.

== Manager Scheduled Report ==

=== Purpose ===

Enable recurring production-style reports for managers.

=== Weekly Schedule ===

Managers can choose the weekly reporting cycle:

* Sunday
* Monday

This setting determines the beginning of the reporting week.

== Daily Task Reminders ==

=== Purpose ===

Send automatic reminder emails for scheduled follow-up tasks.

== Appointment & Activities ==

=== Purpose ===

Send appointment and activity summary emails to subscribed users.

== Text Message Emails ==

=== Purpose ===

Send email notifications whenever incoming SMS messages are received.

'''Note:'''

* This option is available only for companies using Twilio.

== Related Mail Screens ==

{| class="wikitable"
! Screen
! URL
! Purpose
|-
| Queue
| <code>/mail/</code>
| View queued outgoing email.
|-
| Campaigns
| <code>/mail/campaigns/</code>
| Enable or disable company email campaigns.
|-
| Subscriptions
| <code>/mail/users/</code>
| Manage subscriptions for all users.
|-
| My Subscriptions
| <code>/mail/settings/{user_id}/</code>
| Manage subscriptions for an individual user.
|-
| Manager Report
| <code>/mail/generate_report_now/</code>
| Generate the manager report immediately.
|-
| My Email
| <code>/mail/emails/</code>
| View sent and received emails.
|}

== Notes ==

* Mail Campaigns act as the company-wide master switch for automated emails.
* Individual recipients are configured separately through '''Subscriptions''' and '''My Subscriptions'''.
* Disabling a campaign stops that email type for the entire company.
* Enabling a campaign does not automatically subscribe users.
* Manager Scheduled Report supports selecting either Sunday or Monday as the weekly reporting start day.
* Text Message Emails are available only when Twilio integration is enabled.
* Users without Mail Campaign permission cannot access this page.
* Managers typically manage company-wide campaign settings.

← Older revision		Revision as of 12:48, 16 July 2026
Line 5:		Line 5:

	Enabling a campaign makes it available for the company. Individual users who receive each email are managed through '''Subscriptions''' and '''My Subscriptions'''.		Enabling a campaign makes it available for the company. Individual users who receive each email are managed through '''Subscriptions''' and '''My Subscriptions'''.
		+	[[File:Campaigns.png.png\|400px\|thumb\|right\|Index of Campaigns in Callproof.]]

	'''Navigation:''' '''Mail''' → '''Campaigns'''		'''Navigation:''' '''Mail''' → '''Campaigns'''

@@ Line 60: / Line 60: @@
 == Update Mail Campaigns ==
 Enable or disable automated email campaigns for the company.
 # Open '''Mail Campaigns'''.
 # Check the campaigns you want to enable.
@@ Line 75: / Line 69: @@
 == Rep Daily Activity Report ==
+Enable daily activity digests for sales reps so they can receive a summary of their work by email. Must be on at company level before individual “Daily Report” subscriptions do anything.
 == Manager Daily Activity Report ==
+Enable daily activity emails for managers (team-level overview). Used with per-user manager subscriptions and optional extra email addresses on My Subscriptions.
 == Manager Summary Report ==
+Enable the manager summary email (rollup of key activity). Turn this on so the right managers can subscribe and get a condensed view without opening dashboards every day.
 == Manager Scheduled Report ==
+Enable the recurring manager scheduled/production-style report for the company. This is the built-in manager report pipeline (related to Manager Report / generate now), not Custom Reports.
 === Weekly Schedule ===
+Set which day starts the weekly report cycle so the emailed period matches how your company defines the week.
 * Sunday
 * Monday
 This setting determines the beginning of the reporting week.
 == Daily Task Reminders ==
+Enable automatic emails that remind reps about follow-ups/tasks. Keeps due work visible in the inbox, not only inside the Followups screen.
 Send automatic reminder emails for scheduled follow-up tasks.
 == Appointment & Activities ==
+Enable a weekly appointment/activity digest so recipients get a summary of appointments and related activity without logging in every day.
 Send appointment and activity summary emails to subscribed users.
 == Text Message Emails ==
+Enable email alerts when an incoming SMS arrives. Useful when people need to know about texts even if they aren’t watching the SMS screen. Not shown if the company does not use Twilio.
 Send email notifications whenever incoming SMS messages are received.

@@ Line 5: / Line 5: @@
 Enabling a campaign makes it available for the company. Individual users who receive each email are managed through '''Subscriptions''' and '''My Subscriptions'''.
 '''Navigation:''' '''Mail''' → '''Campaigns'''
 '''Page Title:''' CallProof :: Mail Campaigns
 {| class="wikitable"