How to Create a Report Campaign for Managers

How to Create a Report Campaign for Managers

Creating a Report Campaign

Creating the title of the campaign for the report

  1. Click Company menu
  2. Click Notifications submenu
  3. Click Campaign tab
  4. Click new
  5. Type campaign name
  6. Click save
  1. Click magnifying glass next to subject field
  1. Edit subject name on the field
  2. Click save
  1. Choose Managers from the recipient list dropdown (Managers is based from security role)
  2. Click add / edit hyperlink to see recipient list

Checking the recipient list settings

  1. From the right panel, choose Managers to see recipient list settings
    • Other profiles may have different type or role from darwin Cloud profile but has Manager role in Security menu
  2. Click close when done

Creating the body of the message

  1. Create body of the message
  2. From the merge field, find {Link}, drag and drop to the body of the message
  3. Click advance settings
  1. Choose report to show (Sample: Closings by Agent)
  2. Enter hyperlink text to show on the email (Sample: Click here to view the report)
  3. Click "click report criteria is not configured"
  1. In the report, choose filter parameter
  1. Choose available columns to appear on the report
  2. Click save, when done
  1. Click save from advance settings window
  2. Click save from the main screen of campaigns

Scheduling the campaign

  1. Click schedule tab
  2. Choose frequency when to send the campaign
  3. Choose date from the calendar when the campaign will send: start in:
  4. Choose time next to run campaign at
  5. Check off scheduled enabled to ensure campaign will send out accordingly

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