We do insurance sales and use monday as our CRM.
We have this incentive for sales that grants points everytime a sale is made. We have two boards one where we register the specific sale (policy number, agent, amount, date, etc) and another with the agents information.
I want to make a mass automatic email each moth to show them how many credits they made the last month and YTD.
Can someone help me out?
Thank you! (this is my first post)
you can send up to 5 different reports a month. You’d have to send it to everyone through like a dashboard report
Hello @TadeeeeLeivas Welcome to the community
This is definitely possible in monday.com.
Best approach is to track points on your sales board using a Numbers column and connect each sale to the agent using a Connect Boards column. Mirror the points into the agents board so each agent has totals tied to their sales.
You can use date based views or automations to calculate monthly and YTD totals, then send a recurring email using an Email column or an email automation.
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard
Thank you for the input.
In my case, each new element is a policy sold. So when I add the Connect Boards column I do not have a way to sum all the elements (policies sold) and assign them to each agent.
How would you do it?
Hello @TadeeeeLeivas
Try using the Monday.com Mass Email Tracking feature. In your case you’ll bulk select the users on your board and select the “Send mass email” from the multi action menu and from there connect your outlook/gmail account that will send the emails. I hope this works!!
@TadeeeeLeivas if an add-on is an option, I suggest taking a look at the Screenful app, which provides analytics and reporting of monday.com data. You can customize reports with advanced filters and schedule them to be sent via email or Slack.
Here’s a guide for creating a report for monday.com and a guide for getting started with a free trial.
