Aha! Roadmaps | Schedule email delivery of saved views

Feedback trends, progress updates — some saved views are dynamic enough to warrant regular updates. To keep everyone up to date, you can schedule recurring emails with links to any saved view.

As with saved views shared as webpages, only a saved view's creator can schedule it for email delivery.

To do this, first create a saved view. Then under the Export menu in the upper right, select Schedule email delivery.

• Recurrence: Choose the time you want your email to be delivered, and how frequently a new email should be sent: Daily, Weekly, or Monthly.

• Time zone: Select the time zone for the time you choose in the previous step.

• Sharing options: Choose whether the email should include an Aha! link (so that members of your Aha! account can access your view), a Link to a shareable webpage (so that people outside your Aha! account can access your view), or CSV file (to attach a .csv of the report to the email).

To use a Link to a shareable webpage, you first have to enabled webpage sharing in your account, and have shared your Aha! view as a webpage.

• Recipients:

  • If you just selected Aha! link, select the Aha! account user(s) who should receive your email.

  • If you just selected Link to a shareable webpage, list the email address(es) of the people who should receive your scheduled email. Multiple email addresses should be separated either by commas or a line break.

  • If you just selected CSV file, list the email address(es) of the people who should receive your email. Multiple email addresses should be separated either by commas or a line break.

• Custom message: Include a message with your email, perhaps explaining your saved view or requesting feedback from your recipients. The email's subject will be the name of the view you are sharing, and the reply-to will be your (the saved view creator's) email address.

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