How to set up automated email with link to report?

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How to set up automated email with link to report?

You can set up your email to automatically send a message to customers, providing them with a link to download their paid report.

Please note that this feature is exclusively available for paid reports. By “paid reports,” we refer to those for which you have configured either Stripe or PayPal payment methods. This feature is not available for free reports.

To automatically send the report link to your customers by email after the purchase, proceed as follows:

If you do not have your own domain

  1. Go to the overview page in ‘My Reading Reports’.
  2. Click on the three small dots on the right-hand side on: ‘Setup Email’
  3. Enter your name in ‘Email Address Name’ and click ‘Save’

If you have your own domain

  1. Go to the overview page in ‘My Reading Reports’.
  2. Click on the three small dots on the right-hand side on: ‘Setup Email’.
  3. Select ‘Own domain’ in Email Domain.
  4. Enter your domain name and click ‘Save’
  5. Enter your name in ‘Email Address Name’ and click ‘Save’
  6. You will see your DNS TXT Records.
  7. Enter DNS Records inside your hosting (2 TXT records).
  8. Click ‘Verify’

NOTE: It can take up to 24 hours depends of your hosting provider.

 

How long is the link valid?

The link is available for 14 days.

 

What to do if customer has not received an automated email with the report?

Did you set up email delivery? If so ask customer to check spam folder. Test email delivery by purchasing your own report. If email is not delivered try to set email delivery all over again and test it again. If still doesn’t work contact support.

 

How to set automated email report delivery for free reports?

This function is currently not available in the Bodygraph software. The automation is possible via the newsletter app if you have the skills.

 

Still have questions? Please message us on Live Chat or send an email to [email protected].

 

Similar questions:

Does my customer automatically receive an email with the Link after purchasing the report?

Can I use my own domain / email to send the report link to my customers?