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If you run each client in its own workspace, Kerux can email the client that workspace’s results every Monday. The email goes out under your agency’s name: your agency’s name is the sender’s name and the title at the top of the email, the text doesn’t name Kerux, and there is no link to sign in (your client doesn’t need an account). The address the email comes from is still Kerux’s sending address, and the unsubscribe link opens a page on Kerux’s website. Only the name your client sees is yours. Client reports are part of the Agency plan. On Starter, Pro or the free trial, the page says so and links to Settings > Billing.

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What the client gets

  • Invitations sent, accepted (with the acceptance rate), messages sent and replies (with the reply rate), for the last 7 full days in the workspace’s time zone.
  • The top 3 campaigns of the week (those with the most replies), with their invitations, acceptances and replies.
  • A footer: “Sent by (your agency) for (the workspace)”, with a link to unsubscribe.
A week with no activity sends nothing. When your client replies, the reply goes to the email of the person who last saved the settings (if that person is no longer an owner or admin, to the workspace’s first owner or admin).

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Turn it on

Only owners and admins can do this, one workspace at a time.
  1. Open the client’s workspace and go to Settings > Client reports.
  2. Turn on Send the weekly report to this client.
  3. Write your Agency name (shown to your client), up to 60 characters. It starts with your organization’s name.
  4. In Client emails, add your client’s emails, one per line (up to 5).
  5. Pick the Email language: English, Español, Deutsch or Français.
  6. Click Save.
To see exactly what the client gets, click Send me a sample now: the last 7 days go to your own email, marked as a sample, even when the week was quiet. Unsaved changes are saved first. The sample’s unsubscribe link doesn’t unsubscribe anyone. The settings can’t be changed during a support session (when Kerux support is viewing your workspace).

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If something goes wrong

  • “Enter your agency’s name (up to 60 characters).” The name is empty or too long.
  • “Add at least one client email to turn reports on.” Add an email in Client emails, then save.
  • “Enter a valid email address.” One of the client emails has a typo. Fix it, then save.
  • “Up to 5 emails.” under the list, and Save can’t be clicked: remove emails until there are 5 or fewer.
  • “Client reports are part of the Agency plan.” Change your plan in Settings > Billing.
  • The client didn’t get the email. Check that last week had activity (a quiet week sends nothing), that the email is still in the list (it disappears when the client unsubscribes) and the client’s spam folder. Then send yourself a sample to check the email.

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Unsubscribe

Each email has an unsubscribe link. It opens a page that asks “Stop these weekly reports?”; only the Unsubscribe button unsubscribes, so a link checker in the client’s mailbox can’t do it by accident. If the client’s mail app shows its own unsubscribe button, that works too. Once unsubscribed, that email is removed from the list in Settings > Client reports, and the change shows in Settings > Audit log.

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If you leave the Agency plan

Reports stop on the next Monday. Your settings stay, and you can still turn reports off or remove emails.