Email Updates

FirstRain allows you to set up tailored email updates on your channels and panels. You can subscribe to email updates using three different methods: from a channel’s view, from a panel’s view, or using the left sidebar. These methods will be described below, beginning with: Subscribe to Emails from a Channel

 

FirstRain can send you emails on specific panel updates that you want to receive in your inbox. There are three formats in which you can view your email updates. To cover multiple channels in one email, see the section: Subscribe to a Single Email on Multiple Channels

 

Email Formats

  • What’s New: Provides a roundup of FirstRead updates across all interests in your channel, including dedicated sections for QuickViews and filters that you can customize. For information on QuickViews for emails, see the section: QuickViews & Emails.
  • Who to Call: Provides a daily summary of which accounts to focus on, based on the priority level and volume of trigger events detected.
  • Detail View: Provides a longer newsletter format that lists up to nine updates for each interest tracked in your channel.

 

Note: Accounts channels are the only standard channels offering a “Who to Call” option.

 

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Subscribe to Emails from a Channel

  1. Click the gears icon
  2. Select Manage EmailsManage Emails
  3. Select specific panel updates you want to receive
  4. If desired, select the plus [+] icon next to “What’s New” to organize by section, if sections exist for that channel
  5. Select desired days and time periods to receive email updates from the resulting drop-down menus, located to the right of each selected category
  6. Click Save in the upper right corner to complete subscription

 

Email Management

To cover multiple channels in one email, see the section: Subscribe to a Single Email on Multiple Channels

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Subscribe to Emails from the Sidebar

  1. Click Edit located next to “Channels” in your left sidebarLeft Hand Side Edit
  2. Select the gears icon to the right of the channel to subscribe to lhs-gears
  3. Select Manage EmailsLeft Hand Side Emails
  4. Select specific panel updates you want to receive
  5. If desired, select the plus [+] icon next to “What’s New” to organize by section, if sections exist for that channelEmails What's New
  6. Select desired days and time periods to receive email updates from the resulting drop-down menus to the right of each selected categoryEmail Delivery
  7. Click Save in the upper right corner to complete subscription

To cover multiple channels in one email, see the section: Subscribe to a Single Email on Multiple Channels

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Subscribe to Emails from a Panel

For “What’s New” and “Who to Call” panels, you can set up email updates by clicking on the three-dot icon in the upper right corner and selecting the “Delivery Options” tab. Other panels do not offer this method of subscription.

 

Three Dots

 

How to Subscribe to Emails from a Panel View

  1. Click the three-dot icon in the upper right corner
  2. Under the “Delivery Options” tab, select desired days and time period to receive email updates
  3. If desired, select sections by which to organize your updates*
  4. Click Save to complete subscription

 

subscribe-to-emails-from-panel-gif

*Note: This organization option works only with the “What’s New” panels and not with the “Who to Call” panels.

To cover multiple channels in one email, see the section: Subscribe to a Single Email on Multiple Channels

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Subscribe to a Single Email on Multiple Channels

If you wish to receive insights covering multiple channels in one, combined email brief, you can choose to create a Combined Channel Email. This is especially useful for when you have channels on related topics.

  1. Select Email Settings in your left sidebar menuArrow Name
  2. Scroll to “Combined Channel Emails”
  3. Click the “Create a combined email” box
  4. Select desired channels to receive updates for in one email
  5. If you wish to have another email on multiple channels, click Create another email
  6. Select desired days and time periods to receive email updates from the resulting drop-down menus, located to the right
  7. Click Save in the upper right corner to complete

 

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Unsubscribe from Emails

  1. Click Edit located next to “Channels” in your left sidebarLeft Hand Side Edit
  2. Select the gears icon to the right of the channel to unsubscribe fromlhs-gears
  3. Select Manage EmailsLeft Hand Side Emails
  4. Deselect updates to unsubscribe from for each desired channel unsubscribe
  5. Click Save in the upper right corner to finish unsubscribing

 

Note: You can unsubscribe from all at once by selecting “Unsubscribe to all channel email updates”, located at the bottom of the window.

 

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