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The Daily Digest

Ricky Cecchini
  • Updated

Overview

The Daily Digest consolidates ticket activity from the past 24 hours into a single email so a user receives one summary instead of multiple per-ticket notifications. This is useful for end users who manage many tickets but only need a once-a-day rollup.

Video Walkthrough

Email permissions video: https://youtu.be/eM0rjhMbTnE

Enable the Daily Digest for a Specific User

  • In CloudRadial, navigate to Partner > Clients and open the client company.
  • Open the Users tab and click the user you want to enable the digest for.
  • Open the Email Permissions section on the user's profile.
  • Toggle on the option to deliver daily digest emails.
  • Save the change.

Enable the Daily Digest for an Entire Company

  • Open the company in your CloudRadial portal under Partner > Clients.
  • Click Edit and locate the Email Permissions area.
  • Enable "Allow users at this company to receive daily digest emails."
  • Save the change.

What to Expect

  • The digest only includes  activity from the past 24 hours, so if a user enables the digest mid-day they will not see activity prior to their enablement window.
  • The digest delivers once per day during normal sending windows. If no qualifying activity occurred in the past 24 hours, no email is sent.
  • Per-ticket notification preferences are independent. A user can keep the daily digest on while turning down individual ticket update emails if desired.

Troubleshooting

  • If a user enabled the digest but is not receiving it, confirm the company-level email delivery setting is also enabled.
  • Ask the user to check spam/junk folders. Have the user's IT team allowlist the CloudRadial sending domain if applicable.
  • Confirm the user has activity in the last 24 hours that qualifies for the digest.

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