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Email Digests (setup & schedule)

Configure daily/weekly digests, thresholds, recipients, and test sends.

Email digests keep you informed about your dead stock situation without checking the dashboard every day. You receive a summary with key metrics and the top items requiring attention.

Estimated time: 6–8 minutes

What you'll accomplish

  • Enable and configure daily or weekly digests
  • Tune alert thresholds so digests are actionable (not noisy)
  • Preview and test-send before committing
  • Understand delivery tracking and one-click unsubscribe

Requirements

  • Detection is enabled (auto or manual) and has run at least once
  • Initial sales history sync is complete (status: Completed)
  • You have access to the recipient inbox to verify delivery

What a digest email contains

Every digest email includes:

Section What it shows
Subject line Dead Stock Alert: X items, $Y frozen capital (where X and Y reflect your current dead stock)
Dead stock count Total number of items currently flagged
Frozen capital Total dollar value tied up in dead stock
Average days without sale How stale the list is overall
Top 10 items by value The 10 highest frozen capital items — the most impactful items to act on first
"View Full Dashboard" button One-click link to open the StockSweep dashboard directly

The email is mobile-responsive (HTML with inline styles) and renders well on all major email clients (Gmail, Outlook, Apple Mail).

  • Frequency: Weekly (start here for low noise)
  • Day of week (for weekly): Monday (review at the start of your week)
  • Time of day: 9:00 AM in your timezone
  • Minimum days without sale: match your detection threshold (e.g., 60 days)
  • Minimum inventory value: $100 (skip low-value noise)
  • Minimum item count: 5 (skip digests for tiny changes)
  • Recipient email: an address you actually check daily

Step-by-step setup

1. Open Notifications settings

Navigate to Settings → Notifications in StockSweep.

2. Choose frequency

Select one of:

  • Daily — you receive a digest every day at your chosen time
  • Weekly — you receive a digest once per week on your chosen day
  • Disabled — no digest emails are sent

3. Configure schedule

  • If Weekly: choose the day of week (default: Monday)
  • Time of day: choose when you want the email delivered (default: 9:00 AM in your store's timezone)

4. Set alert thresholds

Thresholds determine which items are included in the digest. An item must match all thresholds to be included:

Threshold Default What it filters
Minimum days without sale 60 days Only items older than this appear in the digest
Minimum inventory value $100 Only items worth more than this appear
Minimum item count 5 The digest is only sent if at least this many items qualify

If no items match all thresholds at send time, the digest is skipped (not sent as empty).

5. Confirm recipient email

Enter the email address that should receive the digest. This can be different from your Shopify admin email.

6. Preview the digest

Click Preview to see the exact HTML email that would be sent right now. The preview shows:

  • Current alert count
  • Current frozen capital
  • Top 10 items list
  • The full email layout and formatting

7. Send a test email

Click Send Test Email to receive a real email at the configured address. This is the best way to confirm:

  • The email arrives in your inbox (not spam)
  • The content is accurate
  • The "View Full Dashboard" button works

8. Save

Click Save. The settings page shows:

  • Next scheduled send: the exact date and time of the next digest
  • Status: Enabled

Email delivery tracking

StockSweep tracks the delivery status of every digest email via webhook integration with the email service:

Status Meaning
Sent The email was handed off to the email service
Delivered The recipient's mail server accepted the email
Opened The recipient opened the email (if tracking pixel is not blocked)
Clicked The recipient clicked a link in the email (e.g., "View Full Dashboard")
Bounced The recipient's mail server rejected the email
Failed The send attempt failed (retried up to 3 times automatically)

You can view delivery history in Settings → Notifications → Email History — a table showing recent sends with status badges and timestamps.

One-click unsubscribe

Every digest email includes an unsubscribe link at the bottom. Clicking it:

  • Uses a tokenized URL (works without logging in)
  • Immediately stops all future digests
  • Confirms the unsubscribe with a simple landing page

To re-enable digests after unsubscribing: go to Settings → Notifications and change the frequency back to Daily or Weekly.

Verify (what success looks like)

After saving, confirm these three things:

  1. Next scheduled time: the Notifications settings page shows a future date/time for the next send
  2. Test email received: the test email arrives in your inbox (not spam) with accurate metrics
  3. First real digest received: after the first scheduled send, check the Email History for status = Delivered and verify the email in your inbox

Troubleshooting (symptom-first)

"Test email says it was skipped"

Likely cause: notifications are disabled, you are unsubscribed, or no items match the alert thresholds. Fix: confirm notifications are enabled (not Disabled). Check if you are unsubscribed (re-enable in settings). Temporarily loosen thresholds (lower minimum days, lower minimum value) and try again. How to confirm: preview shows a non-zero alert count, and the test email sends successfully.

"I enabled digests but never receive them"

Likely cause: the email is landing in spam/promotions, or thresholds are filtering everything out. Fix: check spam and promotions folders. Read Deliverability Basics. Temporarily loosen thresholds to rule out filtering. How to confirm: Email History shows status Sent or Delivered for the scheduled send.

"Digest arrives but shows 0 items"

Likely cause: detection has not run recently, or all items fall below your threshold filters. Fix: confirm detection ran (check System Status for last run time). Lower thresholds or run detection manually. How to confirm: preview shows non-zero item count after detection runs.

"Email was sent but I can't find it anywhere"

Likely cause: corporate email filtering, quarantine, or typo in recipient address. Fix: check Email History for the exact status (Delivered vs. Bounced vs. Failed). Verify the recipient email address is correct. Ask your IT team to check quarantine. How to confirm: Email History status changes to Delivered and the email appears in your inbox.

FAQ

Should I start with daily or weekly?

Weekly is the safest default for most stores. It gives you one actionable summary per week. Switch to daily once you have tuned thresholds and your team expects frequent updates (e.g., during a clearance campaign).

Will I get an email if there is no dead stock?

No. If no items match your alert thresholds at send time, the digest is skipped. This prevents empty emails.

Can I send the digest to multiple people?

Currently, the digest supports one recipient email. To notify multiple people, use a shared inbox or distribution list (e.g., [email protected]).

What timezone is used for scheduling?

The schedule uses your Shopify store's timezone. If your store is set to EST and you schedule for 9:00 AM, the email sends at 9:00 AM EST.