Feature Overview

The individual Summary Email set enables administrators to define detailed settings for automated feedback submission notifications. This comprehensive configuration page allows organizations to configure summary triggers, email content, recipient settings, and delivery conditions to create targeted notification workflows that keep stakeholders informed about the feedback collection progress.

How It Works

The summary email detail page provides a tabbed interface for configuring all aspects of automated summary delivery:

• Basic Settings:
  • Summary Email Label: A descriptive name for this summary configuration (e.g., "Enterprise Deal Summary", "SMB Feedback Notifications")
  • Summary Emails: Enable/disable toggle to activate or deactivate this summary automation
  • Survey Collector: Select the TruVoice survey collector that summaries are associated with
• Sender and Recipients Tab: Configure who sends summary emails and who receives them:
  • Send As: Choose between organization admin or opportunity/account owner as the sender
  • Custom Sender Conditions: Field-based rules for sender selection when using dynamic senders
  • Email Recipients: Define who receives summary notifications (sales managers, customer success teams, etc.)
  • CC Recipients: Additional team members or stakeholders to include on summary emails
• Email Content Tab: Customize the summary email appearance and messaging:
  • Email Subject: Configurable subject line with token support for dynamic content
  • Email Body: Rich text editor for summary message content with merge tokens
  • Email Templates: Pre-built templates optimized for different summary scenarios
  • Branding: Organization logo and styling options for professional appearance
• Trigger Conditions Tab: Define which opportunities/accounts trigger summary emails using CRM field filters:
  • Owner Status: Whether to send summaries for opportunities/accounts where owners are enabled/disabled
  • Opportunity/Account Status: Specific stages or criteria that trigger summary notifications
  • Custom Filters: Additional CRM field conditions using the search interface

The interface includes form validation, unsaved changes warnings, and test email functionality to ensure summaries work as expected before deployment. A change log in the footer allows administrators to view previous versions of the summary settings, providing a helpful way to review what changes were made over time.

Use Cases

• For Admins: Configure detailed summary notifications to optimize communication workflows, ensuring consistent information sharing and compliance with organizational notification policies.
• For Sales Managers: Set up targeted summary notifications for specific teams or opportunity types to monitor submission progress and coordinate follow-up activities.
• For Compliance Teams: Create summary schedules that align with regulatory requirements and audit standards, maintaining proper documentation trails.

See It in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Active TruVoice Program connected to organization
• Active CRM instance integration properly configured with account and opportunity data
• User email authorization/signatures configured for summary email senders
• Understanding of organizational notification strategies and stakeholder communication preferences

Highlights

• Tabbed interface organizes complex summary configuration for easy navigation
• Rich email customization enables branded, contextual summary communications
• Comprehensive trigger conditions ensure summaries target appropriate opportunities/accounts
• Test functionality allows verification of summary behavior before activation

Need Help?

Contact your Customer Success Manager for guidance on configuring summary email schedules or troubleshooting delivery issues, or TruSales Support if you experience any technical issues with this page.