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
Thoughtspot
1. Go to ThoughtSpot
2. Click on Login using Single Sign On
3. Click on Chapter Membership-New
4. Click on More
Individual Member Data is blurred for data security and privacy
5. Click on Copy and Edit option
Individual Member Data is blurred for data security and privacy
6. Click on More
Individual Member Data is blurred for data security and privacy
7. 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.
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.
10. Click on Save answer
11. Click on Pin
Individual Member Data is blurred for data security and privacy
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.
13. Click on Schedule
14. 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.
16. Click on Done
17. 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.
19. Choose preferred format - CSV or PDF
For this particular example and scenario, it would be recommended to use the CSV format.
20. 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.
22. Recipient will open email attachment and see all of their new members.
Individual Member Data is blurred for data security and privacy
