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1Log into the WhatConverts Profile you want to schedule the report from. Click "Reports" in the top menu. Select "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. You can select a Standard Report, Saved/Custom Report or Leads List to schedule from the first drop down.
If you are choosing to send a Standard or Saved/Custom Report, click "Next Step".
If you are scheduling a Leads List to be sent, you can choose from the following options, then click "Next Step":
3On the Who and when will it be sent? page, choose the following options:
Click "Next Step".
4On the What will the email contain? page, you may edit the following:
Click "Finish".
If you have any questions, please contact us here: Contact WhatConverts Support or email support@whatconverts.com
Master Account Users with a Pro or Agency plan can utilize Scheduled Reports feature to schedule and send any saved or standard WhatConverts reports to Master Account or Account users.
1Log into your WhatConverts Dashboard. Select the account you would like to schedule a report for under from the Account drop-down menu. Under Profile select "Reports" then, "Scheduled Reports".
2At the top of the page, click the "Add Scheduled Report" button. In the pop up you will see the following options:
One of our marketing experts will give you a full presentation of how WhatConverts can help you grow your business.
Schedule a DemoWhatConverts can plot your leads over a period of time to show when the fluctuations happened.
Automatically send chat events to Google Analytics to define conversion funnels.
Different businesses may need different data fields, and WhatConverts knows that.
Measure the exact revenue that each of your leads generated via eCommerce.