How To Set Up Email Notifications for New Chapter Members

Nina Holman

Created Nov 08, 2022

How To Set Up Email Notifications for New Chapter Members

Use this workflow to create an email notification for New Chapter Members. Should replace the old 'Chapter Membership Activity Email Address' functionality which was discontinued in 202

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Thoughtspot

22 Steps
1

Go to ThoughtSpot

2

Click on Login using Single Sign On

Click on Login using Single Sign On
3

Click on Chapter Membership-New

Click on Chapter Membership-New
4

Click on More

Individual Member Data is blurred for data security and privacy

Click on More
5

Click on Copy and Edit option

Individual Member Data is blurred for data security and privacy

Click on Copy and Edit option
6

Click on More

Individual Member Data is blurred for data security and privacy

Click on More
7

Click on Save option

Click on Save option
8

Click on Name field and indicate a descriptive name for this Answer

A detailed Name and Description will make it easier to recall the Answer's intended purpose.

Click on Name field and indicate a descriptive name for this Answer
9

Click on Description field and input a detailed description

A detailed Name and Description will make it easier to recall the Answer's intended purpose.

Click on Description field and input a detailed description
10

Click on Save answer

Click on Save answer
11

Click on Pin

Individual Member Data is blurred for data security and privacy

Click on Pin
12

Click on View Liveboard

Once you select 'Pin', a new liveboard will be generated for you. From there, you can create the email notifications.

Click on View Liveboard
13

Click on Schedule

Click on Schedule
14

Please indicate the preferred cadence (monthly, weekly, daily) for the New Chapter Member notifications

Please indicate the preferred cadence (monthly, weekly, daily) for the New Chapter Member notifications
15

Please indicate the preferred days for the New Chapter Member notifications, check all that apply.

Please indicate the preferred days for the New Chapter Member notifications, check all that apply.
16

Click on Done

Click on Done
17

Please indicate the preferred timing for the New Chapter Member notifications

Please indicate the preferred timing for the New Chapter Member notifications
18

Click on the Name and Description Field to input a detailed notification subject name and description.

A detailed Name and Description will make it easier to recall the notification's intended purpose.

Click on the Name and Description Field to input a detailed notification subject name and description.
19

Choose preferred format - CSV or PDF

For this particular example and scenario, it would be recommended to use the CSV format.

Choose preferred format - CSV or PDF
20

Click on Schedule

Click on Schedule
21

Recipient receives an email from Admin <no-reply@notification.thoughtspot.com> at the preferred cadence.

At the preferred cadence as determined in the previous steps, the recipient will receive an email from Admin <no-reply@notification.thoughtspot.com> with an attachment.

Recipient receives an email from Admin <no-reply@notification.thoughtspot.com> at the preferred cadence.
22

Recipient will open email attachment and see all of their new members.

Individual Member Data is blurred for data security and privacy

Recipient will open email attachment and see all of their new members.
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