How to Manage and send recurring reports and dashboard in Email
With HubSpot, you have the flexibility to send emails containing direct links to your reports or dashboards at your preferred frequency. Whether you want to instantly share insights or schedule regular updates, HubSpot's email functionality has got you covered.
You can send these emails once for immediate communication or set them to be sent on a recurring basis, be it daily, weekly, or even monthly. This ensures that your team and stakeholders stay in the loop, receiving the most up-to-date information whenever needed.
In this tutorial video, you’ll explore:
1. Steps to Send a Report via Recurring Email
2. Step-by-step guide to manage Recurring Report Emails
3. Steps to send a Dashboard via Recurring Email
4. Step-by-step guide to manage Dashboard via Recurring Email
Watch the video now and effortlessly send and manage your recurring reports in HubSpot.
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