Sending Summarized vs. Single-Record Results

The following options are available for scheduled email results:

When the Summarize Scheduled Emails option is enabled, the recipients listed on the Specific Recipients subtab of the saved search Email subtab will receive a single email that contains a summary of all results. However, each of the recipients listed on the Recipients from Results subtab will receive only a summary of results related to this particular recipient.
When the Summarize Scheduled Emails option is disabled, the recipients listed on both the Specific Recipients and Recipients from Results subtabs of the saved search Email subtab will receive a separate email for each of the records in the search results. In this case, each email message is a "single-record result". Recipients may receive multiple messages on each scheduled date. This option can be used for drip marketing.

Important:

If the Results subtab of your saved search contains even one summarized field, all recipients are sent a summary of the results. This happens even if the Summarize Scheduled Emails option is disabled. Recipients on the Specific Recipients subtab are sent a single email containing the summary of the results. Recipients on the Recipients from Results subtab are sent an email containing a summary of the results specific to their records. Additionally, sending email using the Save & Email button always sends summarized results, regardless of the Summarize Scheduled Emails setting.

These settings do not apply to alert email, because these messages are always single-record results. Note that you can customize an alert message for a search that returns multiple rows per record, such as a transaction search, to include multiple rows. For information, see Enabling Multi-Row Results for Email Alerts.

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