Adding Reports To Your SegMetrics Email Notifications


This documentation will guide you on how to select the reports you want to include in your automated SegMetrics email sequence. By customizing your email notifications, you can choose the days and recipients for the reports, ensuring timely and relevant information is delivered to your team. We'll walk you through the process and include some screen shots to make it easy and efficient.

Topics Covered:

1. Accessing Account Settings

2. Setting Notification Options

3. Selecting Reports for Auto-Email Sequence

1. Accessing Account Settings

  • On any screen within SegMetrics, locate the gear icon in the top right-hand corner.
  • Click on the gear icon to open the drop-down menu.
  • From the menu, select "Account Settings."

2.Setting Notification Options

In the Account Settings page, you can define the notification options for your reports. Here's how:

  • Once you're on the Account Settings page, select the "Notifications" section in the top bar in the right hand corner 
  • Specify the days on which you want the reports to be sent out by selecting the appropriate checkboxes.
  • Choose the recipients for the reports. You can select individuals or groups from your SegMetrics account.
  • 4. After configuring your preferred options, save the changes by clicking on the blue button labeled "Set Notification Options."

Section 3: Selecting Reports for Auto-Email Sequence

In this section, we'll show you how to choose the reports you want to include in your automated email sequence:

  • Scroll further down on the Account Settings page to view the list of standard reports available.
  • Toggle on the reports you wish to include in your next email sequence by clicking the corresponding checkboxes. These standard reports offer valuable insights into your marketing performance.
  • If you have created any custom reports, you will find them listed below the standard reports. Toggle on any custom reports you want to include as well.
  • Once you have selected all the reports you want for your auto-email sequence, navigate to the bottom left of the page.
  • Click the blue button labeled "Update Selected Reports" to save your selections.

Reference to Other Support Documentation:

For further assistance, you may find the following support documentation helpful:

FAQ / Gotchas:

Q: Can I modify the recipients for each individual report in the email sequence?

A: Currently, the email sequence recipients are set globally in the Account Settings. However, you can create different report sets for different recipients and choose the appropriate set based on your needs.

Q: Can I add anyone I want to receive any report in the email sequence?

A: As long as the recipient is a user or admin within SegMetrics they can be included in the email sequence.

Q: How often are the reports sent in the email sequence?

A: The reports are sent based on the selected days in your notification settings. You have full control over the frequency and timing of the reports being delivered.

Q: Can I change the order of the reports in the email sequence?

A: At present, the reports are sent in the order they are listed in the Account Settings page. If you wish to change the order, you can update the selection of reports accordingly.

We hope this guide helps you customize your SegMetrics email sequence effectively. If you have any further questions or need additional support, please reach out to our dedicated support team at

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