What is the Daily Digest?
The Daily Digest is an email summary of activities that need your attention. It's automatically generated and sent to the recipients listed for your organization in your Association Settings.
AE Tip: All admins can receive the Daily Digest...better to have too many eyes on it than not enough! List all emails to receive the Daily Digest in the Daily Digest Email Recipient(s) field.
When is the Daily Digest sent?
Since the Daily Digest email only includes applicable information, it's not actually sent every day. On the days it is sent, the email goes out at 8:30AM EST.
What information is in the Daily Digest?
When applicable, the following information will be included in the Daily Digest email:
Dues Rules changed since the last email
Dues Rules in draft status
Memberships renewed since the last email
Subscriptions renewed since the last email
Customers deleted in QuickBooks since the last email
Members expiring in a week
Members expired yesterday
Custom transaction numbers turned on in QuickBooks
QuickBooks Connection Failure
Products Missing an Active QuickBooks Item
API Keys with disabled Webhooks
Recent Signups
The "Recent Signups" section of the Daily Digest email will not include signups that were completed by an admin on the backend.
It will include new dues-paying members, inheriting members (even if their parent company is pending approval), and individuals who created a user account (this could include expired members, prospects, and even non-members if your settings allow it).
Groups that failed to calculate or sync properly
Connection to MailChimp/Constant Contact is broken
Auto-pay for these members have failed
Members will have already been notified to update their credit card information
Auto-Renewals Not Run Due to Custom Transaction Numbers
This message is sent when the system attempts to run auto-renewals but determines that custom transaction numbers are turned on in QuickBooks Online (which can cause issues), so the renewals were NOT run.
Once you've updated the setting in QuickBooks Online (toggled it off), these missed auto-renewals will run the next day. (Or you can reach out to Novi in Intercom if you need them run today and we can trigger the auto-renewals for you.)