At Waybook, we understand the importance of staying informed about your tasks, progress, and updates within the platform. We provide in-app and email notifications to help you make the most out of our features. In this guide, we'll cover the various email and in-app notifications you might receive and explain how they work.
In-App Notifications:
In-app notifications help you stay on top of any updates within Waybook. These notifications can be found at the top right of your Waybook, as shown below.
We will send you a notification for any comments, documents due to be completed, incomplete documents, when you become a document owner, or any documents you need to review.
When reader feedback is left a notification will be sent to the owner of that document. We will also send round-up notifications to summarise all of these.
If these notifications are not marked as read you will get an email.
Emails:
There are a number of different emails that you might get once signed up for Waybook. These can be grouped into onboarding, maintenance, and alerts.
Onboarding Emails include invitations to join a Waybook, email verification, welcome to Waybook (this can also be re-sent if needed), password reset, and magic links to sign in (this can also be re-sent if needed).
Maintenance Emails include weekly round-ups that detail incomplete documents, due documents, and comments. These emails are only sent if not actioned via the notification bar. If you are assigned a new document or a major change has been made to a document an email will be sent to ensure these are also completed.
The weekly roundup email is sent once a week on Mondays.
Any other email will be sent roughly 30-45 minutes following the publication of a document or the sending of a comment. This ensures that we can batch notifications together for one email.
Alert Emails are sent to let you if a new Waybook owner has been assigned. This is sent to the old owner as well as the new owner to ensure correct action is taken.
Check Emails within Reports
To ensure that your emails are sent correctly and effectively, Waybook provides Email Insights within your reports. You can find our email insights by following these steps:
Navigate to your Waybook Reports.
Look for the "Email Insights" section within your reports.
Here, you can find detailed information about the delivery, open rates, and click-through rates of the emails sent from Waybook.
Use this information to assess the performance of your email communications and make necessary improvements.
Toggle on "Error Message" to see which emails are being blocked or failing to be delivered to the team.
Not Getting Emails?
If you are not getting any email this might be due to having email notifications turned off, unsubscribed, or bounced email. To check which notifications you have turned on navigate to your personal settings and check your notification settings.
If you are still not receiving emails check that your email is correct. If you are still having email deliverability issues check out this guide for additional support.
Of course, if you have any further questions or need assistance with anything else, please don't hesitate to reach out to our support team. We're here to help you make the most of your Waybook experience!
Please bear in mind that you will only receive emails for documents you are required to complete.