Difference between revisions of "Subscriptions"

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(Created page with "= Rep Subscriptions = == Navigation == * '''Log in''' → hover '''Mail''' → '''Subscriptions''' * **URL:** `/mail/users/` * **Page title:** ''CallProof :: Rep Subscription...")
 
(→‎Related Pages)
 
(7 intermediate revisions by the same user not shown)
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Path: [[Website]] - [[Mail ]] - [[Subscriptions]]
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= Rep Subscriptions =
 
= Rep Subscriptions =
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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.
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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.
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[[File:SubscriptionsIndex.png.png|350px|thumb|right|Index of Subscriptions in Callproof.]]
  
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== Navigation ==
 
 
* '''Log in''' → hover '''Mail''' → '''Subscriptions'''
 
* '''Log in''' → hover '''Mail''' → '''Subscriptions'''
 
* **URL:** `/mail/users/`
 
* **URL:** `/mail/users/`
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* **Menu:** Mail → Subscriptions *(manager-only)*
 
* **Menu:** Mail → Subscriptions *(manager-only)*
 
* **Sidebar:** Queue | Campaigns | Subscriptions | My Subscriptions | My Email
 
* **Sidebar:** Queue | Campaigns | Subscriptions | My Subscriptions | My Email
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== Purpose ==
 
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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.
 
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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.
 
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== Access ==
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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| Cannot access this page. Use '''My Subscriptions''' instead.
 
| Cannot access this page. Use '''My Subscriptions''' instead.
 
|}
 
|}
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== Open Rep Subscriptions ==
 
  
 
# Log in as a manager.
 
# Log in as a manager.
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# Review each user's current subscription status.
 
# Review each user's current subscription status.
 
# Click a user name or the '''Edit''' icon to manage that user's subscriptions.
 
# Click a user name or the '''Edit''' icon to manage that user's subscriptions.
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<div style="clear:both;"></div>
  
 
== Search Users ==
 
== Search Users ==
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=== Purpose ===
 
 
Locate specific users before editing their email subscriptions.
 
Locate specific users before editing their email subscriptions.
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[[File:subscriptionsUser.png|350px|thumb|right|Search User]]
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=== Search Fields ===
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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| Switch the user list to inactive users
 
| Switch the user list to inactive users
 
|}
 
|}
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=== Steps ===
 
  
 
# Select any desired search filters.
 
# Select any desired search filters.
 
# Click '''Search'''.
 
# Click '''Search'''.
 
# Review the filtered user list.
 
# Review the filtered user list.
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<div style="clear:both;"></div>
  
 
== Subscription List ==
 
== Subscription List ==
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== Edit User Subscriptions ==
 
== Edit User Subscriptions ==
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Open that user’s subscription form to turn email types on/off, add CC addresses, or unsubscribe them from everything.
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<div style="float:right; margin:0 0 1em 1em;">
  
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=== Purpose ===
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{| style="border:0;"
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Configure which automated emails a specific user receives.
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| [[File:SubscriptionsEdit.png|250px|thumb|Edit Subscriptions Click (pencil) icon]]
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| [[File:SubscriptionsEditView.png|250px|thumb|Edit Subscriptions ]]
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=== Steps ===
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|}
  
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</div>
 
# Click the user's '''Name''' or '''Edit'''.
 
# Click the user's '''Name''' or '''Edit'''.
 
# The '''Mail Settings''' page opens.
 
# The '''Mail Settings''' page opens.
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# Click '''Update'''.
 
# Click '''Update'''.
 
# A confirmation message appears indicating the mail settings were updated.
 
# A confirmation message appears indicating the mail settings were updated.
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<div style="clear:both;"></div>
  
 
== Subscription Options ==
 
== Subscription Options ==
  
 
=== Rep Daily Activity Report ===
 
=== Rep Daily Activity Report ===
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Opt this user into (or out of) their personal daily activity email.
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'''Purpose'''
 
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Enable or disable the user's personal daily activity report.
 
Enable or disable the user's personal daily activity report.
  
 
=== Manager Daily Activity Report ===
 
=== Manager Daily Activity Report ===
  
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'''Purpose'''
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For managers/market managers: receive the daily team activity email and optionally CC people who don’t log into CallProof.
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Enable daily manager activity emails.
 
Enable daily manager activity emails.
  
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=== Manager Summary Report ===
 
=== Manager Summary Report ===
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Opt into the manager summary rollup and optionally CC extra recipients.
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'''Purpose'''
 
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Enable manager summary emails.
 
Enable manager summary emails.
  
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=== Manager Production Report ===
 
=== Manager Production Report ===
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Subscribe to production-style activity reports on that cadence; CC others; use “generate now” when an immediate report is needed.
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'''Purpose'''
 
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Subscribe the user to Daily, Weekly, and Monthly production reports.
 
Subscribe the user to Daily, Weekly, and Monthly production reports.
  
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=== Task Reminders ===
 
=== Task Reminders ===
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Send this user daily follow-up/task reminder emails.
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'''Purpose'''
 
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Enable daily follow-up reminder emails.
 
Enable daily follow-up reminder emails.
  
 
=== Appointment & Activities ===
 
=== Appointment & Activities ===
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Send this user the weekly appointment/activity digest, with optional extra recipients.
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'''Purpose'''
 
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Enable appointment and activity summary emails.
 
Enable appointment and activity summary emails.
  
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=== Unsubscribe All ===
 
=== Unsubscribe All ===
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Stop all automated mail for that user in one step and disable other options—for leave, preference, or complaints—without deleting the account.
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'''Purpose'''
 
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Disable every automated email for the selected user.
 
Disable every automated email for the selected user.
  
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== Related Pages ==
 
== Related Pages ==
  
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* [[Mail Campaigns]]
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* [[Campaigns]]
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* [[My Subscriptions]]
 
 
* [[My Email]]
 
* [[My Email]]
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* [[Manager Report]]
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* [[Manual Reports]]
  
 
== Campaigns vs. Rep Subscriptions ==
 
== Campaigns vs. Rep Subscriptions ==

Latest revision as of 13:31, 16 July 2026

Path: Website - Mail - Subscriptions

Rep Subscriptions

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.

Index of Subscriptions in Callproof.
  • 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
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.
  1. Log in as a manager.
  2. Hover over Mail.
  3. Select Subscriptions.
  4. The Rep Subscriptions page opens.
  5. Review each user's current subscription status.
  6. Click a user name or the Edit icon to manage that user's subscriptions.

Search Users

Locate specific users before editing their email subscriptions.

Search User
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
  1. Select any desired search filters.
  2. Click Search.
  3. Review the filtered user list.

Subscription List

Each row displays:

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

Open that user’s subscription form to turn email types on/off, add CC addresses, or unsubscribe them from everything.

Edit Subscriptions Click (pencil) icon
Edit Subscriptions
  1. Click the user's Name or Edit.
  2. The Mail Settings page opens.
  3. Enable or disable the desired subscriptions.
  4. Click Update.
  5. A confirmation message appears indicating the mail settings were updated.

Subscription Options

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

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.

Available only for Managers and Market Managers.

Manager Summary Report

Opt into the manager summary rollup and optionally CC extra recipients. Enable manager summary emails.

Available only for Managers and Market Managers.

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.

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

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.

Additional email addresses may also be entered.

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.

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

Campaigns vs. Rep Subscriptions

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.
Retrieved from "http://docs.callproof.com/index.php?title=Subscriptions&oldid=1930"