What email do I get when a monthly client report is ready, and does my client get one?
Once a month every active client is measured again, a report is built from the numbers, and you get a report is ready email at the login address on your account. Your client only receives it by email when Report Autopilot is switched on for them and their email address is saved, or when you send it yourself. Clients live in Client Command, so this needs Agency Pro or Agency Empire.
When the run happens
The monthly run starts in the 13:00 UTC hour. Each active client gets one fresh measurement and one report per calendar month, and a single run works through up to 30 clients. If you look after a lot of clients, some of their reports land on a later day of the month rather than all on the same day. Clients you have paused or ended are skipped.
Your email
The subject is a bar chart, then the client's name, the month and year, and report is ready. When the report was also emailed to the client automatically, the subject ends with and sent.
Inside you get the month's written summary, then a line with the number of verified wins and the number of upsell opportunities, followed by either the address it was emailed to or a reminder to review it and send it to your client in one click. The Open the Report button opens that client's page.
Your client's email
Your client's copy has the subject Your month and year results from your agency name, which comes from Company Name in the Your Agency card in Settings. If you have not filled that in, it says "Your marketing team".
It contains the summary, a Verified this month: list of the wins, a table of the measurements with the previous value beside each one, and a note that every number is a real measurement taken this month. The View My Live Dashboard button opens their own portal page. Replies come back to your login email address, not to us.
Sending it yourself
On the client's page each report shows a Send To Client button once the client's email address is saved, and the date it was sent replaces it afterwards. If you cannot see the button, fill in Client's email (reports go here) on the client's setup card, save, and reopen the report.
Good to know
- Clients come from won deals, and turning a won deal into a client is an Agency Pro feature.
- Report Autopilot with no client email saved sends your client nothing. You still get your own report is ready email.
- Nothing is sent to your client automatically unless you tick Report Autopilot for them, so you always get to read a report first if you want to.
Still stuck?
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