Email Destination

The Email Destination rolls up all the companies or people that match your segment criteria over a given time frame into a single digest that is delivered as a CSV via email.

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Common use cases include - 

  • Every Monday send your sales team a prospecting list of net-new accounts (i.e. accounts not in your CRM) that have hit your site in the last week and fit your ideal customer profile. 
  • Send your customer success team a weekly digest of accounts that aren't configured properly.
  • Send your sales team a digest of freemium (previously unqualified) accounts that have moved into your ideal customer profile.

Enabling

The Email destination can be enabled from the Destinations tab of any segment. 

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Settings

Trigger - Sets the criteria for a person/company to trigger the destination.

Options

  • Page view - Triggers every time company/person views a page on your site.
  • Segment enter - Triggers only when a company/person enters the segment.
  • Segment exit - Triggers only when a company/person exits the segment.

Email Subject - Sets the email subject on your digest (customize with Liquid templates).

Recipients - Sets who the email is sent to. You can enter as many recipients as you'd like.

Frequency - Sets the schedule of the alert, down to the time of day.

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Suppression settings - When enabled, suppresses companies/people from being included in the digest if they've been included in the past within the past x days/weeks/months. In the image below, a company/person would only be in an email digest if they haven't been included in the past 2 weeks.

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