EmailHub — Integration

Overview

Send ProjectBoard update emails using templates, audience resolution, and delivery logs—ideal for customer-only progress updates and milestone announcements.

Capabilities

• Transactional templates for new updates, milestones, and brochure uploads

• Per-visibility template variants (public/customer/internal)

• Delivery logs, bounce handling, and retry policies

• UTM-tagged links to project portal and update detail view

• Optional digests (weekly/monthly) aligned to update schedules

1. 1

   Step 1

   Install EmailHub and configure sender domain (SPF/DKIM) in EmailHub settings.

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2. 2

   Step 2

   In EmailHub, enable subscription to **projectboard.update.published** (direct) or **occupancycore.audience_resolved** (preferred).

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3. 3

   Step 3

   Pick or customize the “New Project Update” template and map fields (project title, summary, link).

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4. 4

   Step 4

   Publish a customers-only update and confirm recipients receive the email with correct deep link.

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5. 5

   Step 5

   Review delivery logs for bounces and adjust audience rules if needed.

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Limitations

• Email delivery depends on verified sender configuration and recipient email validity.

• Large attachments are linked via FileVault; emails contain secure links rather than embedded PDFs.

FAQs

Pricing