Publications
Publications enable you to send an email containing a set of reports to a list of recipients, either registered to Journey Analytics or not.A publication email displays the report charts, and includes a CSV attachment of the data of each report.Any user can send a one-time publication from a report page.Project admins can also create and manage scheduled publications.
Publications can also be sent as white-label, with your branding and mailing addresses. Contact your Customer Success Manager, or email us at support@cooaldata.com for more information.
Sending a One-Time Publication
- From any saved report page, click Options and select Publish. The following displays:
- Define your publication:
- Title: the title shown in the email.
- Reports to Publish: the reports to include in the email.
- Recipients List: any (valid) email address, whether registered to Cooladata or not. Add yourself as a recipient to receive a copy of the publication email.
- Click Publish now to send the publication. The email should arrive within a few minutes.
Defining a Scheduled Publication
You can create a new scheduled publication either from a report, as explained above, or from the publications page.
From Report
- From any saved report page, click Options and select Publish. The following displays:
- Define your publication:
- Title: the title shown in the email.
- Reports to Publish: the reports to include in the email.
- Recipients List: any (valid) email address, whether registered to Cooladata or not. Add yourself as a recipient to receive a copy of the publication email.
- Frequency: the schedule for sending this publication email:
- Daily: the email will be sent every day, at the hour you select (UTC).
- Weekly: the email will be sent on day of the week and at the hour you select (UTC).
- Monthly: the email will be sent on the day of the month and at the hour you select (UTC).
- CRON Expression: define any schedule valid by CRON expressions. See www.cronmaker.com for a description of CRON expression syntax.
- Click Save to save the publication. It will be sent on the schedule you defined.
- You can also click Publish now (before or after saving the publication) to send the email right away.
From Publications
- From the Project menu (cogwheel icon at the top right), and select Publications.
- Here you can create new publication, and manage your publications.
- Click the + button at the top right to create a new publication.
- Define your publication, same as From Report (see above).
Note: A project can contain up to 5 saved publications. To enable your project to send more publication, contact your Customer Success Manager or email us at support@cooaldata.com.