Overview
Several types of important updates can be sent by email to drivers, technicians, customers or any other individual automatically. These emails can be set up as needed in the Well.
Available email types include:
- Restock Due Reports
- Machine Alert Reports
- Usage Reports
How to Set Up Automatic Emails
- Login to the Well, and click Installed in the top header.
- Click “Manage Emails” in the right-side panel, under the label Subscribe to Emails (see image above).
- Click the “Add Email” on the top left.
- The right side of the window will change to an email setup form, where you will make selections and configure options for the current email being scheduled.
- Select Email Type from the options at the top of the setup form. There are 3 main types of emails available, and each one has two sub-options. Make sure the buttons are selected for the options you want to set up.
- Selecting the email type: Restock Report
- Sends an email with levels of flavors, CO2, filter, and internet connection status.
- Customize the audience for drivers, technicians, and customers.
- Selecting the email type: Machine Alert
- Sends emails on active machine alerts in your fleet.
- Customize the report cadence.
- Selecting the email type: Usage Report
- Sends an email with details on flavor popularity, usage and bottles saved.
- Customize the report type: Summary and Individual.
- Selecting the email type: Restock Report
- Fill in recipients Email Address, and Click “Add”.
- Repeat this step to add multiple emails.
- Fill in Subject, and email message will auto-populate based on email type.
- You can further customize the email as needed.
- Filter by company, group, machine type, or unit name to receive usage report for a particular customer or a subset of units.
- Select the report cadence based on the type of report selected.
- Restock report: cadence can be created for any amount of days per week.
- Machine alert cadences should be selected at the top of the report.
- Usage report: cadence can be monthly, quarterly, or annually.
- Click “Schedule Email”.
- Optional: Click “Send Test Email” to receive the latest report within 5-10 minutes.