Rippey 5.0 Guide - Employees

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5. Emails > Consolidated View

This screen is a consolidated view of all the Email Automation clients that the user is responsible for.

Overview

This screen is divided into two sections: Statistics Cards and Report Table.

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Emails > All Clients > Overview

Emails > All Clients > Overview

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Statistics Card

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Statistics Card

Statistics Card

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The statistics will show stats of a combination of all Email Automation clients combined that the user is responsible for. Along with it, the statistics will also have a Quick Date Filter drop down that allows users to view these statistics on the basis of different time intervals.

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Quick Date Filter

Quick Date Filter

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The statistics shown in the screenshot above are:

Total Received

Total Processed

Quote Generated

Need Review

Estimated Time Saved (in Hours and Minutes)

All of the statistics are calculated based on quotes that gets generated in the dashboard.

Report Table

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Report table in Emails > Client View > Overview

Report table in Emails > Client View > Overview

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The contents of the table varies according to the user role and type. Admins and Managers will have statistics driven data in this table whereas Analysts will have task-driven data in this table.

Rippey Admins and Rippey Managers

Report table in Emails > Client View > Overview (Rippey Admin and Manager)

Report table in Emails > Client View > Overview (Rippey Admin and Manager)

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The columns in the table are described below:

Column Name

Description

Client Name

Name of the Client with their picture

Total

Total emails sent by the client

Success

Total emails that has Success as their status

Error/Failed

Total emails that has Error or Failed as their status

Unreviewed

Total emails that have been Unreviewed

Assigned To

Users who have been assigned to the client. This will show a maximum of 3 users profile in the Avatar Group and will have a “+” icon. When we hover over a user profile, a tooltip with the users full name will be shown. When clicked on the “+” icon, a dropdown with the list of all users assigned to that dashboard will be shown.

Actions

Users can take various client specific actions from here. The View action will direct user to that clients dashboard. Clicking on the Menu icon will provide users various options:

→ Client Profile - - →Directs to Clients > Client Name > Client Profile

→ Client Structure- - →Directs to Clients > Client Name > Client Structure

→ BOT Email Addresses- - →Opens an overlay with a list of all the bot emails based on different branches of that client [Yet to be added]

There are no rows in this table

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Rippey Analysts

Report table in Emails > Client View > Overview (Rippey Analyst)

Report table in Emails > Client View > Overview (Rippey Analyst)

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The columns in the table are described below:

Column Name

Description

Client Name

Name of the Client

Unreviewed (Total)

Total number of Unreviewed emails

Unreviewed (Assigned To Me)

Total number of Unreviewed emails that has been Assigned to me

Error/ Failed

Total emails that has Error or Failed as their status

Actions

Users can take various client specific actions from here. The View action will direct user to that clients dashboard. Clicking on the Menu icon will provide users various options:

→ BOT Email Addresses- - →Opens an overlay with a list of all the bot emails based on different branches of that client [Yet to be added]

There are no rows in this table

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