Difference between revisions of "Subscriptions"
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== Search Users == | == Search Users == | ||
Locate specific users before editing their email subscriptions. | Locate specific users before editing their email subscriptions. | ||
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# Click '''Search'''. | # Click '''Search'''. | ||
# Review the filtered user list. | # Review the filtered user list. | ||
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== Subscription List == | == Subscription List == | ||
Revision as of 13:23, 16 July 2026
Path: Website - Mail - Subscriptions
Contents
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.
- 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. |
- 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
Locate specific users before editing their email subscriptions.
| 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 |
- Select any desired search filters.
- Click Search.
- 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.
- 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
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.
