Edit body of the auto email "Subject: Your VH Export is Ready"

When I generate a report that is too large I receive a notification on screen that my report link will be emailed to me - which is great. But when I receive these emails with the links to a report that I generated, it would be helpful to add the name of the report/file name because I often run more than 1 report at a time and lose track of which emailed link is for which report.



SAMPLE EMAIL, AS IS:


From: Volunteer Houston <no-reply@galaxydigital.com>
Sent: Monday, June 28, 2021 3:50 PM
To: Brooke Parkinson <bparkinson@imgh.org>
Subject: Your VH Export is Ready

 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

 

 

Hello!

The following data-export file has been generated for you:

https://www.volunteerhou.org/home/exportDownload/?export_id=46651

Thanks,

Your friends at Volunteer Houston and Galaxy Digital

 

 

If you no longer wish to receive these emails, Unsubscribe Here.




SAMPLE EMAIL, ENHANCED:


From: Volunteer Houston <no-reply@galaxydigital.com>
Sent: Monday, June 28, 2021 3:50 PM
To: Brooke Parkinson <bparkinson@imgh.org>
Subject: Your VH Export is Ready - Report Name

 

CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.

 

 

Hello!

The following data-export file has been generated for you - Report Name:

https://www.volunteerhou.org/home/exportDownload/?export_id=46651

Thanks,

Your friends at Volunteer Houston and Galaxy Digital

 

 

If you no longer wish to receive these emails, Unsubscribe Here.

70880:831773


Hi Brooke,


Good afternoon! This is something I have heard before via ticket, but has not been submitted quite yet as a forum post. Thanks so much for taking the time to let us know here!


Just so I am making the best notes for our team, do these items fully embody what you would like to have seen with this email notification?


  • add the name of the particular file to the email body
  • state where the file was exported from
  • if applicable, state what user filter or date range was given at time of export

I just want to make sure I am covering everything that would be helpful here, especially when exporting multiple reports at a time. Depending on how the software pulls this data into this notification, it may not be possible to include all these data points, but it is always good to ask and explore the options. Let me know what you think!

Best,
Shonie
CX Specialist
she / her


1 person likes this

YEs, that's what I'm hoping for!

Hi Brooke,


Perfect, thanks for confirming! I have added this to our notes to review. Thanks again for always adding your thoughts to our forums to help us improve our software for everyone!


Best,

Shonie

CX Specialist

she / her

Login or Signup to post a comment