Subscriptions - Revision history

Ashley DeBon: /* Related Pages */

2026-07-16T13:31:30Z

‎Related Pages

Ashley DeBon at 13:30, 16 July 2026

2026-07-16T13:30:32Z

Ashley DeBon: /* Edit User Subscriptions */

2026-07-16T13:28:06Z

‎Edit User Subscriptions

Ashley DeBon: /* Search Users */

2026-07-16T13:23:40Z

‎Search Users

Ashley DeBon at 13:22, 16 July 2026

2026-07-16T13:22:05Z

Ashley DeBon at 13:08, 16 July 2026

2026-07-16T13:08:36Z

Ashley DeBon at 13:08, 16 July 2026

2026-07-16T13:08:19Z

Ashley DeBon at 13:04, 16 July 2026

2026-07-16T13:04:56Z

Ashley DeBon: Created page with "= Rep Subscriptions = == Navigation == * '''Log in''' → hover '''Mail''' → '''Subscriptions''' * URL: `/mail/users/` * Page title: ''CallProof :: Rep Subscription..."

2026-07-16T13:04:21Z

Created page with "= Rep Subscriptions = == Navigation == * '''Log in''' → hover '''Mail''' → '''Subscriptions''' * **URL:** `/mail/users/` * **Page title:** ''CallProof :: Rep Subscription..."

New page

= Rep Subscriptions =

== Navigation ==
* '''Log in''' → hover '''Mail''' → '''Subscriptions'''
* **URL:** `/mail/users/`
* **Page title:** ''CallProof :: Rep Subscriptions''
* **Menu:** Mail → Subscriptions *(manager-only)*
* **Sidebar:** Queue | Campaigns | Subscriptions | My Subscriptions | My Email

== Purpose ==
Rep Subscriptions lets managers control which users receive automated CallProof email notifications. Company-level email campaigns must first be enabled under '''Mail Campaigns'''; this screen determines which individual users receive each enabled email.

The list displays every user along with their current subscription status for each report type. Managers can quickly audit subscriptions, edit user preferences, or unsubscribe users from all automated email notifications.

== Access ==

{| class="wikitable"
! User
! Access
|-
| Manager
| View all company users and edit any user's subscriptions
|-
| Market Manager
| View users within assigned markets and search active/inactive users
|-
| Standard User
| Cannot access this page. Use '''My Subscriptions''' instead.
|}

== Open Rep Subscriptions ==

# Log in as a manager.
# Hover over '''Mail'''.
# Select '''Subscriptions'''.
# The '''Rep Subscriptions''' page opens.
# Review each user's current subscription status.
# Click a user name or the '''Edit''' icon to manage that user's subscriptions.

== Search Users ==

=== Purpose ===
Locate specific users before editing their email subscriptions.

=== Search Fields ===

{| class="wikitable"
! Field
! Description
|-
| Sort
| Name or Reverse Name
|-
| Search
| Search by first or last name
|-
| User
| Select a specific active user
|-
| Show Inactive Users
| Switch the user list to inactive users
|}

=== Steps ===

# Select any desired search filters.
# Click '''Search'''.
# Review the filtered user list.

== Subscription List ==

Each row displays:

{| class="wikitable"
! Column
! Description
|-
| Avatar
| Opens the user's Company Directory profile
|-
| Name
| Opens the user's Mail Settings
|-
| Manager Report
| Daily manager activity report subscription
|-
| Manager Summary Report
| Manager summary email subscription
|-
| Manager Production Report
| Daily, Weekly, Monthly production reports
|-
| Daily Report
| Rep Daily Activity Report
|-
| Tasks
| Task reminder subscription
|-
| Activity Report
| Appointment & Activities report
|-
| Unsub.
| Shows users unsubscribed from all emails
|-
| Edit
| Opens the subscription settings page
|}

== Edit User Subscriptions ==

=== Purpose ===
Configure which automated emails a specific user receives.

=== Steps ===

# Click the user's '''Name''' or '''Edit'''.
# The '''Mail Settings''' page opens.
# Enable or disable the desired subscriptions.
# Click '''Update'''.
# A confirmation message appears indicating the mail settings were updated.

== Subscription Options ==

=== Rep Daily Activity Report ===

'''Purpose'''

Enable or disable the user's personal daily activity report.

=== Manager Daily Activity Report ===

'''Purpose'''

Enable daily manager activity emails.

''Available only for Managers and Market Managers.''

=== Manager Summary Report ===

'''Purpose'''

Enable manager summary emails.

''Available only for Managers and Market Managers.''

=== Manager Production Report ===

'''Purpose'''

Subscribe the user to Daily, Weekly, and Monthly production reports.

Managers can also specify additional email recipients and generate the report immediately.

=== Task Reminders ===

'''Purpose'''

Enable daily follow-up reminder emails.

=== Appointment & Activities ===

'''Purpose'''

Enable appointment and activity summary emails.

Additional email addresses may also be entered.

=== Unsubscribe All ===

'''Purpose'''

Disable every automated email for the selected user.

Checking this option automatically disables all other subscription options.

== Additional Email Addresses ==

Managers may specify additional email addresses for:

* Manager Daily Report
* Manager Summary Report
* Manager Production Reports
* Appointment & Activities

Multiple email addresses should be entered as comma-separated values.

== Notes ==

* Company Mail Campaigns must be enabled before subscriptions take effect.
* Users can only receive reports that are enabled at both the company and user levels.
* Managers can edit any user in their company.
* Standard users can only edit their own subscriptions through '''My Subscriptions'''.

== Related Pages ==

* [[Mail Campaigns]]
* [[My Subscriptions]]
* [[My Email]]
* [[Manager Report]]

== Campaigns vs. Rep Subscriptions ==

{| class="wikitable"
! Feature
! Purpose
|-
| Mail Campaigns
| Company-wide master switch that enables or disables each email campaign
|-
| Rep Subscriptions
| Controls which users receive each enabled campaign
|}

For an automated email to be delivered:

* The campaign must be enabled under '''Mail Campaigns'''.
* The individual user must be subscribed under '''Rep Subscriptions'''.

@@ Line 179: / Line 179: @@
 * [[Campaigns]]
 * [[My Email]]
 * [[Manual Reports]]

← Older revision		Revision as of 13:04, 16 July 2026
Line 1:		Line 1:
		+	Path: [[Website]] - [[Mail ]] - [[Subscriptions]]
		+
	= Rep Subscriptions =		= Rep Subscriptions =

@@ Line 178: / Line 178: @@
 == Related Pages ==
-* [[Mail Campaigns]]
+* [[Campaigns]]
-* [[My Subscriptions]]
+* [[Subscriptions]]
 * [[My Email]]
-* [[Manager Report]]
+* [[Manual Reports]]
 == Campaigns vs. Rep Subscriptions ==

@@ Line 102: / Line 102: @@
 == Edit User Subscriptions ==
 Open that user’s subscription form to turn email types on/off, add CC addresses, or unsubscribe them from everything.
 # Click the user's '''Name''' or '''Edit'''.
 # The '''Mail Settings''' page opens.
@@ Line 107: / Line 115: @@
 # Click '''Update'''.
 # A confirmation message appears indicating the mail settings were updated.
 == Subscription Options ==

@@ Line 37: / Line 37: @@
 == Search Users ==
 Locate specific users before editing their email subscriptions.
 {| class="wikitable"
 ! Field
@@ Line 57: / Line 59: @@
 # Click '''Search'''.
 # Review the filtered user list.
 == Subscription List ==

@@ Line 36: / Line 36: @@
 == Search Users ==
 Locate specific users before editing their email subscriptions.
 {| class="wikitable"
 ! Field
@@ Line 58: / Line 53: @@
 | Switch the user list to inactive users
 |}
 # Select any desired search filters.
@@ Line 105: / Line 98: @@
 == Edit User Subscriptions ==
+Open that user’s subscription form to turn email types on/off, add CC addresses, or unsubscribe them from everything.
 # Click the user's '''Name''' or '''Edit'''.
 # The '''Mail Settings''' page opens.
@@ Line 120: / Line 108: @@
 === Rep Daily Activity Report ===
+Opt this user into (or out of) their personal daily activity email.
 Enable or disable the user's personal daily activity report.
 === Manager Daily Activity Report ===
-'''Purpose'''
+For managers/market managers: receive the daily team activity email and optionally CC people who don’t log into CallProof.
 Enable daily manager activity emails.
@@ Line 134: / Line 119: @@
 === Manager Summary Report ===
+Opt into the manager summary rollup and optionally CC extra recipients.
 Enable manager summary emails.
@@ Line 142: / Line 125: @@
 === Manager Production Report ===
+Subscribe to production-style activity reports on that cadence; CC others; use “generate now” when an immediate report is needed.
 Subscribe the user to Daily, Weekly, and Monthly production reports.
@@ Line 150: / Line 131: @@
 === Task Reminders ===
+Send this user daily follow-up/task reminder emails.
 Enable daily follow-up reminder emails.
 === Appointment & Activities ===
+Send this user the weekly appointment/activity digest, with optional extra recipients.
 Enable appointment and activity summary emails.
@@ Line 164: / Line 141: @@
 === Unsubscribe All ===
+Stop all automated mail for that user in one step and disable other options—for leave, preference, or complaints—without deleting the account.
 Disable every automated email for the selected user.

@@ Line 7: / Line 7: @@
 [[File:SubscriptionsIndex.png.png|350px|thumb|right|Index of Subscriptions in Callproof.]]
 * '''Log in''' → hover '''Mail''' → '''Subscriptions'''
 * **URL:** `/mail/users/`

@@ Line 2: / Line 2: @@
 = Rep Subscriptions =
 == Navigation ==
@@ Line 9: / Line 13: @@
 * **Menu:** Mail → Subscriptions *(manager-only)*
 * **Sidebar:** Queue | Campaigns | Subscriptions | My Subscriptions | My Email
 {| class="wikitable"
@@ Line 30: / Line 27: @@
 | Cannot access this page. Use '''My Subscriptions''' instead.
 |}
 # Log in as a manager.
@@ Line 39: / Line 34: @@
 # Review each user's current subscription status.
 # Click a user name or the '''Edit''' icon to manage that user's subscriptions.
 == Search Users ==

Subscriptions - Revision history

Ashley DeBon: /* Related Pages */

Ashley DeBon at 13:30, 16 July 2026

Ashley DeBon: /* Edit User Subscriptions */

Ashley DeBon: /* Search Users */

Ashley DeBon at 13:22, 16 July 2026

Ashley DeBon at 13:08, 16 July 2026

Ashley DeBon at 13:08, 16 July 2026

Ashley DeBon at 13:04, 16 July 2026

Ashley DeBon: Created page with "= Rep Subscriptions = == Navigation == * '''Log in''' → hover '''Mail''' → '''Subscriptions''' * **URL:** `/mail/users/` * **Page title:** ''CallProof :: Rep Subscription..."

Ashley DeBon: Created page with "= Rep Subscriptions = == Navigation == * '''Log in''' → hover '''Mail''' → '''Subscriptions''' * URL: `/mail/users/` * Page title: ''CallProof :: Rep Subscription..."