The Store Visit Summary Email is a great way to get a quick summary of your completed Program, as well as provide others with a summary of the visit.
When a Program is completed, the summary email will be automatically sent to the person who completed the Program as well as any additional recipients set up via Carbon Copies or the Email Address to Copy question.
Here’s what it will look like:
Adding Additional Recipients to the Store Visit Summary Email
By default, only the person who completes the Program receives the Store Visit Summary Email, but additional recipients can be added if needed.
There are two ways to add additional recipients: Carbon Copies and the Email Address to Copy question type.
Carbon Copies
Carbon copies allow you to set up a group of additional recipients by role in Encompass, or simply add ad-hoc email addresses to receive the summary.
Carbon Copies are set up by Program. To add Carbon Copies, follow these steps:
STEP 1: Visit Programs in the Interactions Admin menu.
STEP 2: Find the Program you would like to add Carbon Copies to, and click the Eye icon to the right of the Program name.
STEP 3: On the Program’s page, scroll to the bottom and click the Carbon Copies tab, found next to the Pages tab.
STEP 4: Here, you will see any Carbon Copies already added. Click Add to add new Carbon Copies.
STEP 5: In Store Type, select CPR Store. Then choose whether you want to add Carbon Copies by role or Ad Hoc email addresses:
By Role: You can choose one or multiple user roles to receive the summary email. This will send all users with that particular role the summary email. If you are setting up the Program as a Franchise Admin, it will go to all users with that role within your Franchise.
Ad Hoc Emails: If you only want one or two specific people to receive the summary for this Program, then just enter their email address(es) in the Ad Hoc Emails box. You must add one email address per line. You can enter anyone’s email in this box, whether they are an Encompass user or not.
Email Address to Copy Question Type
Another way to add an additional recipient is to use the “Email Address to Copy” question type when you are setting up your Program.
Adding this as a question within your Program will allow the user to add an additional recipient to the summary for that particular visit.
This question can be required or not required, and you can use the question text to prompt the person as to which person’s email address you want them to enter.
For example: