ID78 sends a monthly email with a list of all subscribed alerts and their recipients, along with the top 10 unsubscribed popular alerts for consideration.
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Overview | Samples | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert provides a monthly email sent on the first of each month. It includes an attached Excel file listing all alerts your company is subscribed to, the associated recipients, and highlights the top 10 most popular alerts you are not subscribed to. This helps identify additional features that could optimize your business processes.
Important Note: The From Email Address for this subscription must be set to help@ceojuice.com to ensure proper delivery and consistency.
Run Schedule: Monthly on the first day.
Type of Output: Email with Excel Attachment
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Sample
Sample
Email sample:
Excel Attachment Sample:
- Email contents: Summary table showing the total number of alerts installed and available.
- Email contents: Top 10 most popular alerts you are not subscribed to
- Excel Attachment: Subscribed alerts listed at the top. (Outlined in Red)
- Excel Attachment: Highlighted test-mode alerts in orange. (Outlined in Blue)
- Excel Attachment: Unsubscribed alerts listed at the bottom – after alerts subscribed to. (Outlined in Yellow)
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Alert Functionality
Alert Functionality
- ID78 compiles a list of all alerts your company is subscribed to, including recipients.
- Alerts highlighted in orange indicate that the alert is subscribed to but currently in test mode.
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The report includes Alert Revision and Installed Revision columns:
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If the text in these columns is red:
- For subscribed alerts, this indicates the Installed Revision is not up to date with the latest Alert Revision. Having an out-of-date alert could prevent it from functioning properly or missing bug fixes. Respond to the alert output to request that the alert(s) be updated to the most recent version.
- If the Installed Revision column is blank, the alert is not subscribed to. No revision date exists for comparison, so the mismatch is flagged with red text.
- For subscribed alerts, this indicates the Installed Revision is not up to date with the latest Alert Revision. Having an out-of-date alert could prevent it from functioning properly or missing bug fixes. Respond to the alert output to request that the alert(s) be updated to the most recent version.
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If the text in these columns is red:
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Alert also identifies the top 10 most popular alerts you are not subscribed to and lists them in the body of the email.
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Best Practices & Tips
Best Practices & Tips
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If you haven't received the monthly email, ensure accurate alert setup:
- From Email Address: Double-check that the From Email for this subscription is set to help@ceojuice.com in your alert configuration.
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Review Subscriptions Regularly:
- Ensure all relevant stakeholders are included in your alert subscriptions.
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If stakeholders are missing or need to be removed, update the subscription accordingly.
- For guidance on making bulk updates to alert recipients, visit the Bulk Update Alert Recipients Guide.
- Alternatively, send a list of alerts and emails to add or remove to help@ceojuice.com for assistance.
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Optimize Alert Usage:
- Use the list of unsubscribed alerts provided in the report to identify features that could optimize your processes.
- For step-by-step instructions on changing alert settings, visit the Changing Alert Settings on the Website Guide.
- Consider using ID784 for a more comprehensive list of recommended alerts (default of 50).
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Pay Attention to Alerts Flagged in the Report:
- Test Mode (Orange): If an alert is in test mode and ready to go live, email help@ceojuice.com to request activation.
- Revision Mismatch (Red Text): If an alert has a revision mismatch, contact help@ceojuice.com to update it to the latest version.
- Generate a Similar Report Anytime:
If you don’t want to wait for the first of the month to receive this alert, you can generate a similar report directly from your CEOJuice account. Follow these steps:
- Step 1: Log in to your CEOJuice account.
- Step 2: Select Subscriptions from the navigation menu.
- Step 3: Click Advanced Search, which will toggle the filters to Simple Search mode.
- Step 4: Select the Subscribed button to display only active subscriptions.
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Step 5: Customize the displayed columns by selecting the desired fields, such as:
- ID#
- Description
- Subscribed
- Activated
- Output Status
- Output Type
- To Address 1–6
- CC 1–6
- BCC
- Step 6: At the bottom of the page, increase the view to 100 rows (or the maximum number of rows displayed).
(See the screenshot for visual guidance on steps 1–6.)
- Step 7 Export to Excel: Copy the visible table results into an Excel file, format as needed, and save. For reports with more than 100 rows, repeat this process for each page of results or email help@ceojuice.com to request the full report.
At any point, feel free to contact help@ceojuice.com for assistance in generating a full report or troubleshooting any issues.
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Related Alerts
Related Alerts
ID784: Identifies popular CEOJuice alerts you are not currently subscribed to and sends an Excel spreadsheet with recommendations.
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