How to create Summary Email?

 

 

 

From the Company Settings page, click on 'Create Summary Email' on the far right. 

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Step 1: You will be prompted to enter an Intro, Good News and a Close. You can create sections by typing in a title for the section. For example: Type 'Good News' and 'Company Priorities', this will give a header for the section. You may also choose to include or exclude the Company Metrics and Company Quarterly Priorities.

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Step 2: Next enter the email addresses that you would like to send to. You may choose to send to all team members for the company or select the team members (and non-Metronome users - for example the Board of Directors who are not users in the software). All can be BCC’d if you’d like.

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Step 3: You will see a preview of what the email will look like before you send it. 'Send Email' bottom right.

 

Here is an example of what a sent email looks like. This Summary Email was written to further explain where the Company Quarterly Priorities are to date. The Company Priorities header was added in the Close Section when creating the Summary Email.

Summary Email example