Choose which activity emails you receive from Valuecase and use daily or weekly digests to catch up on customer engagement and tasks across your Spaces.
Change your preferences
Open your profile menu at the bottom of the dashboard sidebar.
Select My notification preferences to open E-mail Notifications.
Turn each notification type on or off. Changes are saved automatically.
Each team member manages their own preferences. Activity alerts cover Spaces where you are the owner or a co-owner; comment emails also depend on the threads you follow.
Activity notifications
Setting | What you receive |
First Buyer Visit | An email when a Space receives its first customer visit, with a link to open the Space and review its activity. This is the first visit to the Space, rather than a separate alert for each new visitor. |
New comment | Comments and replies in threads you follow, including threads where you have been mentioned or participated. The email includes the comment and a link to the conversation. See Managing Comments incl. Notifications for thread subscriptions and replying by email. |
Action Plan Activity | Updates when customers change an Action Plan—for example, completing a task or milestone, adding a task, or changing an assignee or due date. The email identifies the activity and links to the relevant task or Space. |
Form completed | A notification when a customer completes a form. It identifies the form and includes an Open form link so you can review the answers. |
Daily and weekly digests
Digests bring activity and task information together in one email, helping you see where customers are engaged and what needs attention.
Daily Digest: A daily summary of the past 24 hours, with tasks due today and overdue tasks.
Weekly Digest: A summary sent on Mondays covering the past week, with upcoming tasks and overdue tasks.
Depending on what there is to report, a digest includes:
Customer visit and activity totals, plus the number of new Spaces.
Up to three of your most visited Spaces, with visit and activity counts and links to open them.
Due and overdue tasks, with the Space, Action Plan and due date, plus links to open the tasks or Task Management.
Task summaries cover tasks across your Spaces, including customer tasks. They are not limited to tasks assigned to you. The email shows a short list; use Task Management to see more.
Other notification settings
These preferences control your personal email notifications. To configure emails sent to customers, use Stakeholder notifications inside a Space or Template.
Slack and Microsoft Teams notifications have their own settings in the respective integration.