Impact digest · monthly customer email
Prototype · sent automatically on the 1st of each month
From:Carerix RMA <impact@hiredata.com>
To:

Send rules (spec)

Cadence: 1st of the month, per tenant, to the account owner + ambassador. Quarterly edition attaches the re-scan PDF.

Variants: customer digest (automations live) vs. prospect teaser (scan exists, nothing live). Zero-activity months send the teaser, never an empty digest.

Content contract: max 1 recommendation per mail, always the top available one. Numbers reuse the scan's guardrails (counted, not estimated; value model from Settings).

Goal per problem: activation → task usage bar + one-click rec; conversion → the € value line the ambassador can forward. Partner manager is CC'd via BCC list.

Demo LandingABC SetupLangBrandConsent ScanOverviewDatabaseTeamPlacementsRecsPortfolioDigest