Setting up scheduled account emails
Follow the steps below to set up these emails.
- Sign into PocketSmith and head to the Settings menu, click on User Preferences and then Email notifications
- Selecting the Send scheduled account updates via email checkbox will show the email notification options
- Choose what information you'd like to receive in each email
- Pick a time of day, and what days of the week you'd like to receive your email
- Click the Save preferences button at the bottom of the form
- You can then click to send a test email to yourself to check your settings
What's next for account emails?
We still have plans up our sleeves for account emails, and here are a few of the items from our product roadmap. Let us know if there is anything else you'd like to see.
- Give option for displaying lowest forecast amount and date (link)
- Use OpenPGP encryption for emails (link)
- Account update email should trigger full feed refresh prior to email (link)