Make smarter workplace decisions with embedded analytics emails

Jun 28, 2022
Now, with Envoy Visitors, you can schedule detailed insights reports to send to key stakeholders.
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Product Marketer
Marketing Specialist

To make your workplace work better, you first need to understand what’s working and what’s not. That goes for your organization as a whole, as well as each workplace location. Envoy Visitors provides detailed reports on global and location-specific activities and trends. And now, you can share that data with stakeholders via email on a set schedule. Each scheduled email presents the metrics of your choice as visual charts and tables.

Share workplace analytics with all key stakeholders

Distribute the metrics that matter most to each team

You can explore all kinds of visitor data within your Envoy dashboard. Learn what percentage of invited visitors actually arrive onsite and when. Discover which visitor types come to your workplace most often. See which employees invite the most visitors, and which visitors check in most often. Understand security measures by tracking signed legal agreements and block list matches.For each report you schedule, select which metrics you want to share and the time period you want to report on. Then choose who you want to share each report with. For example:

  • Monthly summaries to executive teams
  • Daily or weekly reports to administrative teams
  • Location-level reports for regional management teams
  • Department-specific reports for HR, facilities, or security teams

Put Visitors analytics reports on auto-pilot

Schedule multiple reports for different departments and initiatives.

While spreadsheets are comprehensive and efficient, they are not the most compelling way to share insights across a variety of teams. That’s why Envoy takes analytics a step further with color-coded displays. Data visualizations make trends instantly clear to all audiences. The best part? All charts, graphs, and tables are automatically embedded in your scheduled emails. As a workplace admin, all you have to do is check the boxes of what information you want to include, enter the email addresses of who to send each report, and click “Schedule.”

Make data-driven decisions to improve workplace operations

Sharing workplace visitor data with all key stakeholders can help inform company decisions around staffing, budgeting, scheduling, real estate, and more. Here are a few examples of workplace decisions you can drive with visitor data:

  • Compliance: Track who has signed or uploaded required documents to ensure all workplace locations meet regional regulatory requirements
  • Recruiting: Assess candidate no-show rates and discover the busiest on-site interview days to optimize interview schedules
  • Front desk staffing: Understand the ratio of visitors who pre-register versus walk-in to determine front desk staffing needs
  • Capacity planning: See who’s expected to come on-site at each workplace location so your teams can adjust resources, protocols, and layouts accordingly
  • Space reservations: Identify hosts with frequent visitors and schedule recurring room reservations to streamline meetings

Envoy customers on Enterprise plans can schedule as many reports as they require. Premium customers can schedule up to three separate reports. You can learn how to enable the feature in this help center article.

Click here to schedule your first report today. Or upgrade now to take advantage of this new feature.

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What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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AUTHOR BIO
Product Marketer

Helen is a marketer at Envoy who loves helping customers create great experiences throughout the workplace and discover new features to make their lives easier. Outside of work, you can find Helen knitting oddly-sized blankets, going to hot yoga at the crack of dawn, or finding new hiking spots with her Frenchie.

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