Quick Send Notifications

Quick Send Notifications are a way to send individual users in a report one-time notifications and can be found under Notifications in each report with individual users.

To send a Quick Send Notification:

Within the report, check boxes next to “User(s)” you want to notify. You can send Quick Send Notifications to 1 or more users at a time.
Click the “Notifications” drop down menu in the top right corner above the column headers and select “Add.” This will direct you to the Quick Send Notifications form.
Fill out the form and click “Send Now” to send notification to selected user(s).

Quick Send Notification Form:

Frequently Asked Questions:

Yes, the limit is 100 emails for quick send notifications.

A Placeholder is a dynamic field that automatically populates with user specific information. Each column of information on a report can be used as a placeholder field. Placeholders can be utilized in the subject line or message of a notification. Select “Insert Placeholder” and choose from the drop down menu.

Email notifications are sent from NoReply@IntelliBoard.net. Please allow/accept this email as a Safe Sender for your organization.

Per best security practice, we are unable to change the email address from which notifications are sent. You can add reply to email information to your signature that will be included in all sent notifications.

https://intelliboard.atlassian.net/wiki/spaces/KB/pages/2288484358

We strongly encourage users to create a personalized signature in which you can include additional contact information.

https://intelliboard.atlassian.net/wiki/spaces/KB/pages/2288484358

Quick Send Notifications go directly to a user as a message (with no attachment type) and populated with text and placeholder tags.

Email should be used to send an individual or a group of individuals the full tabular report as a .xlsx or .csv document.

Yes, you can send a quick notification to a group. If all their emails are in one row, you can send an email to the entire group. It's important to note that this method sends one email to all recipients together, rather than sending individual emails to each user.