Pulse Digest Email

The Pulse digest is an email that brings your Pulse to your inbox. It arrives when a week or a month closes, and mid-week only when a day’s figure lands outside its expected range. Each team member chooses which of the three they get.

How It Works

Who Gets It

Pulse builds the summaries the email is made from, so only stores that have Pulse get it. Within a store, every team member with an active account gets their own copy, including an owner who signs in through Shopify. A team member who hasn’t accepted their invitation yet doesn’t.

A store gets the Pulse digest or the weekly insights email, never both.

The Three Emails

Each team member has 3 options, all on until they switch them off. Preferences lists them on the Notifications tab, under Email Notifications:

• Send Weekly Pulse: your week’s Pulse, sent when the week closes. A week runs Monday to Sunday in your store’s time zone.
• Send Monthly Pulse: your month in review, sent when the month closes.
• Send Daily Pulse: a heads-up, sent only when a day’s Total Sales, Total Orders or Average Order Value lands outside the range Pulse expected. Most weeks bring none.

Each option controls only its own email. When a week and a month close on the same day and you get both, they arrive in one email: the monthly, with last week as one line under it.

The email goes out about 90 minutes after the summary it covers is built. A closing summary is built on Monday for a week and on the 1st for a month. A period with no sales sends nothing, and a closed week or month sends only within 7 days of its end.

What Triggers a Heads-Up

A heads-up goes out when Pulse newly marks a figure Unusual. That means one day’s Total Sales, Total Orders or Average Order Value landed outside its expected range. A figure that stops being marked Unusual before the email goes out sends nothing.

Other movement in an open week or month updates the Pulse page but sends no email. It shows up in the next weekly or monthly email.

Two limits keep the volume down. A store gets at most 1 digest every 20 hours. A heads-up is also dropped when any digest went out in the last 3 days.

A weekly or monthly digest isn’t held back for those 3 days. When an unusual day and a closing week or month are ready at the same time, the closing email carries the day as one line under its headline. When the closing email has already gone out, that day sends no heads-up.

What’s in an Email

Each email covers one week or one month. The weekly and monthly emails open with one card:

• The title, dates and mood: Weekly Pulse or Monthly Pulse, the date range, and Strong, Tough, Mixed or Steady, with Copilot’s headline.
• Total Sales: in large type, with its change and what it’s compared with. A week is compared with the week before, and a month with the same month last year. A record or a run, such as Your Best Week Since March, shows under it.
• Total Orders, Customers and Average Order Value: each with its change. A figure Pulse marks Unusual carries that badge and the day.
• A chart: a week shows sales by day, with an unusual day in amber. A month shows its sales next to last month’s and the same month last year’s.

The rest follows in this order:

• Records: in the monthly only, the month’s best day, slowest day and best full Monday-to-Sunday week.
• Do Next: up to 3 next steps, each linking to a page in the app.
• View Your Pulse: the button that opens Pulse.
• Highlights: Copilot’s first 3 findings, each a title and its first sentence, with a link to the rest.
• Advertising: Ad Spend, Reported ROAS, Clicks and Cost per Click, when you have ad activity. A change that rounds to 0.0% isn’t shown.
• das Pixel: Direct Sales Traced to a Paid Ad Click, Share of Direct Traced, Pixel Match Rate and, when there is one, Median Days From Click. It appears when das Pixel is installed, an ad platform is connected and orders were traced.
• Top Products: your top 3 products for a week, or top 5 for a month, with units sold and gross sales.
• A return rate line: one sentence, only when the rate moved. It compares orders from the 30 days ending 60 days ago with the 30 days before that, so the returns have settled. Both windows need at least 200 units, and the rate must have moved by at least 1.5 points or 25%.

A store offered a free growth assessment sees that offer at the end of the first weekly or monthly email each team member gets in a month. It stops once the store asks for one, or while the card on the Pulse page is dismissed.

A heads-up is shorter. It says what the day came to, the range Pulse expected, and what set the day apart from a typical day of the week. Then it gives one next step, the View Your Pulse button, and one line on where the week stands so far.

Every figure comes from the same data as the Pulse page. The footer links to Manage Email Preferences, which opens Preferences. Choose the Notifications tab there.

The Subject Line

The subject names the pulse and the number you’d open the email for. For example:

• “Weekly Pulse: $12,346 in sales, up 8% from last week”
• “Monthly Pulse: $52,100 in sales, up 12% from last year”
• “Heads-Up: unusually high sales on Sunday ($1,461)”

A closed week or month that sets a record or a streak says so, such as “your best week since March”. A heads-up names the figure and the day. A team member on more than one store sees the store’s name first.

What It Means for You

• Choose your own options. Open Preferences, choose the Notifications tab, tick or clear the 3 boxes, and choose Save Preferences. Your choices don’t change anyone else’s.
• Read it like Pulse. The email is built from the same stored summary, so the story, the figures and Do Next match Pulse as of the day it was sent.
• Expect quiet weeks. No heads-up means no day landed outside its expected range, or a digest went out in the last 3 days. It doesn’t mean the email broke.
• Open Pulse for the rest. The email leaves out sections such as Traffic & Conversions and Customers & Retention.

Related

• Pulse: the page the email comes from.
• Team Members and Permissions: who is on your account.