Step 1
Log in to your Glow account and go to Websites from the main left hand menu. Now click on the website for who you want to schedule reports.
Step 2
You’ll now see the Website Area. From the inner menu, select Reports.
Step 3
The All reports tab will load by default. Click the Schedule button across the top.
Step 4
To begin, start by choosing the frequency that you’d like reports to be sent to this client. You do this by selecting an option from the dropdown menu.
Note: You can also click the checkbox at the bottom to save this frequency as the default for scheduled reports in your account.
When you’ve done that, click the button that says Step 2 of 4.
Step 5
On the next screen, choose the time of the day that you want reports to be sent.
Note: You can also click the checkbox at the bottom to save this time of day as the default for scheduled reports in your account.
When you’ve done that, click the button that says Step 3 of 4.
Step 6
Next, set the contents of the scheduled reports. You can:
- Set the page order
- Customise all report text
- Add rich text, links and images
Note: You can also click the checkbox at the bottom to save these content settings as the default for scheduled reports in your account.
Next, click on the button that says Final step.
Step 7
You will see a title that says Sending options.
In this final part of the process, you can choose who to send these reports to and what the content of the email will be.
So let’s start by choosing who to send these reports to:
Click on the dropdown menu in the section named Who should receive the reports?
You will see a list of your client’s team members and you’re able to select 1 or more people.
Once you’ve selected them, you will see them confirmed within the dropdown menu like this:
If you made a mistake, you can click the small x icon to remove them.
Step 8
Finally you can customise the content of the email that your client’s team members will receive when the report is sent to them.
Use the Show placeholder info link to add standard information into the email and then customise the remainder of the text to your liking.
Step 9
Click on the Finish button and the process is complete.
Reports for this website will now be sent automatically.
