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Portal digest emails

Every client portal user can opt into an email digest of new Interested-tagged replies, so they don't have to keep the portal open to know something worth reading has come in. The setting lives at /portal/settings, inside the portal itself — it's the client's own choice, independent of every other portal user on the same workspace.

Choosing a frequency

Three options, and the default for a portal user who's never touched this setting is Weekly.

Notification settings — /portal/settings — read only

Notification settings

Get emailed a digest of new interested replies. You'll only ever see replies you already have access to in the portal.

Weekly

A digest once a week when there's something new

Daily

A digest every day when there's something new

Off

No digest emails

Last digest sent 4 days ago

Save

How the schedule runs

A single scheduled job checks every portal user once a day, but due-ness is computed per person, from their own last send — not against a shared calendar day. A Weekly portal user becomes due again roughly a week after their own last digest went out, whichever day of the week that lands on; Daily works the same way on a roughly one-day cycle. This is what lets one daily check cover both cadences without needing a second, separately-timed job.

A cycle that finds nothing new to send does not advance the "last sent" timestamp. That's deliberate: since due-ness is computed from elapsed time since the last real send, leaving it untouched just means this same portal user gets cheaply re-checked on the next daily tick instead of going quiet for a full week because a no-op check advanced the clock as if something had actually gone out.

What's in the email

Only conversations tagged Interested since the recipient's last digest are included, capped at 100 conversations in a single email — a portal user genuinely due more than that gets the newest 100, not a second email.

The subject line reads {N} new interested replies for {workspace name}, the body lists each conversation's sender and a short preview, and a View replies → button — colored with the agency's own brand color — links straight back into the portal, alongside a footer link to manage the notification setting itself.

Where to go next

Next: Suppression across clients