Send your office's numbers by email, on the days and at the time you choose.
3 minutes · Owner
Set up a daily email for your teamcoming soon · 2:10
1
Open Settings, choose the Emails & Ivy tab and pick Emails on the left.
2
Press New email.
3
Choose Daily Team Email template or Start from blank. The email is created and turned on.
4
Type a Name. It starts the email's subject line.
5
Under How often, choose Daily, Weekly or Monthly, and pick the days.
6
Set Send at, by your office's clock, and the period in Covers.
7
Under What's in it, tick the sections you want. Each one shows a preview from your own numbers.
The template goes on weekdays at 7:00 AM, covers yesterday, and is addressed to everyone with an email address.
A blank email starts with two sections and nobody to send to.
Every change saves as you make it. The switch on the Sending card pauses the email while you set it up.
The sections you can tick: Ivy Summary, Production summary, Monthly summary, Goal pace, Lead conversion, Recent sales and Lead spend & ROI.
Frequently Asked Questions
Is a digest the same as Ivy's weekly brief?
No. A digest is tables of numbers, emailed on your schedule to the people you pick. The weekly brief is a chat in the owner's Ask Ivy list, and it is not emailed.
Why did nobody get the email?
Paused in the list means it is switched off. An email with nobody to send to says it won't send and offers Choose people.