Email Reports

Receive automatic email summaries of your widget's performance directly to your inbox.

How to get there: Go to Setup → Widget in the top menu → click your widget → configure the Email Reports section.

Overview

Email reports provide a convenient way to stay updated on your widget's performance without logging into the dashboard. You'll receive regular summaries showing key metrics and trends.

Report Frequency

Weekly Reports (Default)

• Sent every Monday morning
• Covers the previous 7 days (Monday to Sunday)
• Includes week-over-week comparison

What's Included

Each email report contains:

Key Metrics

• Total Impressions - How many times your widget was displayed
• Total Clicks - How many visitors clicked the widget
• Click-Through Rate (CTR) - Percentage of visitors who engaged
• Top Channels - Which contact methods were most popular
• New Conversations - Total conversations started

Trends

• Comparison to previous period
• Percentage change indicators (↑ increased, ↓ decreased)
• Visual indicators of performance

Highlights

• Best performing day of the week
• Peak activity times
• Notable changes or anomalies

Enabling Email Reports

Email reports are enabled by default for all widgets. The report is sent to your account email address.

If You're Not Receiving Reports

1. Check your spam/junk folder
2. Add noreply@boei.help to your contacts
3. Verify your account email is correct in Settings
4. Ensure the widget has been active for at least one week

Configuring Report Settings

Changing Report Frequency

Currently, email reports are sent weekly. To customize frequency:

1. Go to your widget settings
2. Find "Email Reports" or "Notifications" section
3. Select your preferred frequency:
   • Weekly (recommended, default)
   • Monthly
   • Disabled (opt-out)

Disabling Reports

If you prefer to check analytics manually:

1. Go to widget settings
2. Find "Email Reports"
3. Toggle off or select "Disabled"
4. Save changes

You can always re-enable reports later.

Multiple Widgets

If you have multiple widgets:

• Each widget sends its own report
• Reports are sent separately (not combined)
• All go to your account email
• Consider using email filters to organize them

Tip: Set up an email filter/label for "from:noreply@boei.help" to keep reports organized.

Understanding Your Report

Click-Through Rate (CTR)

Your CTR shows what percentage of visitors engaged with your widget.

Good CTR benchmarks:

• 1-3% - Average performance
• 3-5% - Good performance
• 5%+ - Excellent performance

Low CTR? Consider:

• Adjusting widget position
• Changing button color
• Adding attention grabbers
• Testing different channels

Week-over-Week Changes

The report shows percentage changes from the previous week:

• ↑ +25% - Performance improved
• → 0% - No change
• ↓ -15% - Performance declined

Significant changes warrant investigation:

• Did you change widget settings?
• Was there a holiday or special event?
• Did website traffic increase/decrease?
• Were there technical issues?

Channel Performance

The report shows which channels received the most clicks:

Example:

1. WhatsApp - 45% of clicks
2. Email - 30% of clicks
3. Phone - 15% of clicks
4. Facebook - 10% of clicks

Use this data to:

• Prioritize popular channels (move them higher)
• Remove unused channels (< 1% of clicks)
• Test promoting underutilized channels
• Understand customer preferences

Best Practices

Review Regularly

• Set aside 5 minutes each Monday to review your report
• Note any significant changes
• Compare to your website's overall traffic trends

Act on Insights

Don't just read - take action:

• Declining CTR? Test a new button color
• One channel dominates? Feature it more prominently
• Low engagement? Try adding attention grabbers

Track Changes

Keep a simple log of widget changes:

• When you made changes
• What you changed
• Impact on next week's report

This helps you understand what works.

Combine with Analytics Dashboard

Email reports are summaries. For detailed analysis:

• Use the analytics dashboard for real-time data
• Check email reports for weekly trends
• Export detailed data for month-end reviews

Share with Your Team

Forward reports to relevant team members:

• Marketing team (for conversion insights)
• Support team (for channel preferences)
• Management (for performance updates)

Troubleshooting

Report Emails Not Arriving

Check spam folder:

• Search for "noreply@boei.help"
• Mark as "Not Spam"
• Add to contacts/safe senders

Verify email settings:

• Confirm your account email is correct
• Check email forwarding rules aren't blocking it

Wait for next cycle:

• Reports send on schedule (Mondays)
• If you just enabled reports, wait for next week

Report Shows Zero Activity

This usually means:

• Widget isn't installed on your website yet
• Widget is installed but no visitors this week
• Widget is hidden or has page conditions excluding all pages

Verify installation:

• Check if widget appears on your site
• Test clicking the widget
• Review page conditions in widget settings

Want Different Metrics

Email reports show core metrics. For custom data:

• Use the analytics dashboard
• Export data to CSV
• Integrate with Google Analytics (if enabled)
• Use the API for custom reporting

Privacy & Data

• Reports only include aggregated data (no personal information)
• No visitor names or identifiable information
• Compliant with GDPR and privacy regulations
• Reports are sent securely via encrypted email

Future Enhancements

Planned features for email reports:

• Custom report schedules (daily, bi-weekly)
• Multi-widget summary reports
• Custom metric selection
• PDF attachments
• Multiple recipient emails

Check our changelog for updates.

Quick Reference

Need More Details?

For more detailed analytics:

• Visit your Analytics Dashboard
• Export data to CSV
• Connect Google Analytics
• Use the Boei API for custom integrations

Email reports are meant for quick overviews. The dashboard provides real-time, detailed insights.