Email - Summary

Email Summary lets you receive automated daily or weekly performance reports for your store, delivered directly to your inbox. Customize which metrics are included, brand the email with your company n

Getting Started

Step 1 — Open Email Summary

Navigate to the Homepage and select Email Summary from the available options. This opens the Email Summary setup screen.

Step 2 — Choose Your Metrics

Select the metrics you'd like included in your summary email. As you toggle each metric on or off, the live preview panel on the right updates in real time — giving you an accurate look at what your email will contain before anything is sent.

Tip: Start with a few key metrics and add more later. You can always come back and adjust your selection.

Step 3 — Set Your Frequency

Choose how often you'd like to receive your summary:

• Daily — Receive a summary every day at your chosen time.

• Weekly — Receive a summary once a week at your chosen day and time.

Select your preferred delivery time from the available options.

Step 4 — Add Email and Complete Setup

Enter the email address (or addresses) where you'd like the summary delivered. Review your selections — metrics, frequency, and branding — then confirm to activate your Email Summary.

Once confirmed, your summary is live and emails will begin arriving on the schedule you set.

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Managing Your Email Summary

After setup, your Email Summary connection appears under Settings → Account Details.

From there you can:

• View and Edit your current Email Summary configuration.

• Disconnect the Email Summary if you no longer wish to receive it.

Note: Disconnecting stops all future summary emails immediately. You can set up a new Email Summary at any time by returning to the Homepage.

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FAQ

Can I change my metrics or schedule after setup? Yes. Return to the settings > Email Summary setup to update your preferences at any time.

Can I send the summary to multiple people? Yes. Add multiple email addresses during setup to share the summary across your team.

What happens if I disconnect? All future emails are stopped immediately. Your previous configuration is not saved — if you reconnect, you'll go through setup again.

Does the email include my branding? Yes. Add your company name and logo during setup, and every summary email will reflect your brand.