Skip to main content

Email deliveries

With email deliveries, you can automatically schedule sending dashboards and individual tiles to your team.

Setup​

No prior set up is required to use emails as a delivery destination. To create an email delivery, refer to the Creating deliveries guide for instructions.

Inline & attached images​

If you select the PNG (image) format for an email delivery, how the image is included with the email will depend on the image's size:

  • If 2MB or less, the image will be included inline in the email:

  • If larger than 2MB, the image will be included as an attachment. Omni takes this approach to prevent failed deliveries, as some email providers limit how large inline images can be.

Whitelabeling with custom sender options​

info

To have this feature enabled, reach out to Omni support.

By default, delivery emails are sent from an Omni email address. Omni's Custom email sender feature - also known as a vanity domain - allows you to customize delivery emails' sender information, such as the sender's name and reply-to email address. This is especially useful for instances where you need to whitelabel Omni emails, such as using Omni in an embedded context.

After Omni support enables this feature, an Omni Organization Admin will need to:

  1. Open the Settings page.
  2. Click Deliveries > Email tab.
  3. Toggle Custom email sender to On.
  4. Fill in the Sender Name and Sender Email fields.

When finished, you can send a test (Send test) or Save changes.

Recipients​

Recipients can be other members of your Omni organization or non-users, such as a contractor or external stakeholder. When recipients without an Omni account are added to a delivery, Omni creates a shell account, or an email-only user.

Email-only users​

tip

Need to programmatically work with email-only users? Check out the APIs for managing a single user or managing users in bulk.

An email-only user is a recipient of a delivery that isn't associated with an Omni account. Omni builds these accounts to allow you to monitor scheduler usage and other related metadata.

Like users with Omni accounts, email-only users can also be assigned user attributes for dynamic content.

Organization Admins can view all email-only users by navigating to Settings > Users > Email-only tab. Note: This tab will only display if there is at least one email-only user receiving a delivery.

Subscribing​

If you aren't currently a recipient of an email schedule, you can subscribe if you have the ability to view view the schedule. In a published dashboard, navigate to File > Deliveries & Alerts and then click the Subscribe link under the schedule:

Note: In an embedded context, users with a defined embed entity will only see schedules created by users in the same embed entity. Embed users that don't have a defined entity property will only see their schedules.