Toggling Automatic Email Delivery of the Health and Value Report #
Propel Your Business gives firms full control over whether a Health and Value Assessment (HVA) report is automatically emailed to a prospect when they complete the assessment.
This setting can be managed at both the firm level and the individual send level.
Firm-Level Setting: Email Report Automatically #
If you are a firm admin, you will see a toggle labeled “Email report automatically” in the top-right corner of the Health and Value Assessment experience.
What this toggle does: #
- On:
The HVA report is automatically emailed to the prospect as soon as they finish the assessment. - Off:
The report is not automatically emailed when the assessment is completed.
Important: #
- This toggle affects everyone in your firm
- It sets the default behavior for report delivery across all assessments
Overriding the Setting for an Individual Assessment #
Even if the firm-level toggle is turned on, you can still control delivery on a per-assessment basis.
When sending a Health and Value Assessment:
- You can toggle off automatic email delivery for that specific assessment
- This allows you to review results first or deliver the report later as part of a conversation
What Happens When Automatic Email Is Turned Off #
When a prospect completes the assessment and automatic email delivery is disabled:
- The report is not sent immediately
- In your Health and Value Assessment dashboard, you will see an Email Status indicator
- The status will show that the report has not been sent
Manually Sending the Report Later #
If automatic delivery was turned off, you can send the report at any time:
- Go to the Health and Value Assessment dashboard
- Locate the completed assessment
- Click Email Now
- The report is sent immediately to the prospect
- The Email Status updates to show that the report has been sent
This gives you flexibility to time report delivery based on your sales or advisory process.
Common Use Cases #
- Reviewing results before sharing with the prospect
- Delivering the report live during a meeting
- Coordinating report delivery with referral partners
- Preventing automated emails during campaigns or events
Key Takeaways #
- Firm admins control the default behavior for report delivery
- Automatic email delivery can be toggled on or off
- Individual assessments can override the firm setting
- Reports can always be sent manually later
- Email status is clearly visible in the dashboard