Scheduled Emails

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Slemma enables you to create an automatic delivery of dashboards, saved charts and/or presentations to your teammates by email or via Slack.

NOTE:

  • One delivery can be sent to max 10 email adresses and 10 Slack channels.
  • One user can’t create more than 10 deliveries.

To use this feature, navigate to the Delivery page from the navigation pane and click on the big blue plus button at the bottom right corner.

After that, the Create delivery dialog window appears.

Name

Create a miningful name for your delivery

Attachments

Click Add attachments. You will be redirected to the Choose infographics page where you can select the infographics you want to send.

Please note that the recipients should have permissions to access the dashboard/saved chart you choose.

Channels

Then, create a channel you want to use for your delivery.

  • Send via Email
    Сreator of the delivery is set as recipient by default. Add up to 10 recipients using Add recipient button.
    Please note that the list of available recipients depends on their permissions to the chosen infographics. E.g. if you choose the dashboard shared with one user, only this user will be available in the list of recipients.
  • Send via Slack
    Log into your Slack account(s) and select a channel.
    Use Message Template button to add some text to your delivery.

Schedule

Choose the frequency of scheduling (Once/Daily/Weekly/Monthly) and select the days and exact time for the delivery.

 

 

 

Only creator of the delivery can edit it. All other users have permission to remove themselves from the delivery by clicking the DELETE button. If creator of the delivery will click Remove, it will delete the delivery at all.

 

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