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Emails: Set Up Automatic Usage Reports from The Well

Updated
🪄 What's in a Usage Report? Visit the Usage Report Overview article to see what the updated reports look like, what kind of data is included, and how to understand each section.

This article explains how to set up and configure automatic Usage Report emails.

Usage Reports provide insights and metrics on flavor popularity, details about usage, bottles saved, and other useful information. These reports can be created on demand, or scheduled to be sent by email to you or your customers. 

The Well (well.bevi.co) is used to set up and manage these emails. They can be scheduled for regular intervals: monthly, quarterly, or yearly.

The emails can include individual reports (per machine), summary reports (for multiple machines), or both.

Set Up Usage Report Emails

Task 1: Open Email Subscriptions 

  1. Log in to The Well and click Installed in the top header bar.
  2. Click “Manage Emails” in the right-side panel, under the label Subscribe to Emails.

well installed - manage emails button.png

  1. The Email Subscriptions pop-up appears.
  2. Click the ⊕ Add Email button at the top of the left-side column to start creating a new email subscription.
    • If you have other existing emails set up already, these will appear as a list in the left-side column under "My Scheduled Emails". 

  1. The pane on the right will populate with options. Select the button for Usage Report email type at the top to get started.

Task 2: Configure email and Usage Report options

  1. Once the email type is selected as Usage Report, the other options will appear.
      • Customize the report type: Summary and Individual OR Summary-Only
      • "Summary" combines data for a group of machines, while "individual" provides data for a single unit at a time.
  2. Fill in recipients Email Address, and Click “Add”.
    • Repeat this step to add multiple emails.
  3. Fill in Subject, and email message will auto-populate based on email type (customize as needed).
  4. Filter by company, group, machine type, or unit name to receive usage report for a particular customer or a subset of units.
  5. Select Usage report cadence (Monthly, Quarterly, and/or Annually).
  6. Click “Schedule Email”
    • Optional: Click “Send Test Email” to receive the latest Usage report within 5 – 10 minutes.