Create Email Subscriptions

Starting in Strategy One (March 2025), you can add user groups to the Recipients pane.

Starting in MicroStrategy ONE (December 2024), you can add dynamic text (using data from attributes and metrics) to email subjects and body text. You can also edit the file names of content added to your subscription including dynamic text, similar to email subjects and body text.

You can only use dynamic text when you create subscriptions for reports.

Strategy Workstation allows you to create email subscriptions through Distribution Services. You can select one or more dashboards, documents, or reports in a variety of formats, define a schedule and message, and specify settings for the subscription object.

1. Open the Workstation window with the Navigation pane in smart mode.

2. In the Navigation pane, inside the Administration group, click , next to Subscriptions.

3. Choose an environment and project, then click Select.

4. In Name, enter a descriptive name for the subscription.

5. From the Type drop-down list, choose Email.

   

6. To add content to the subscription, click in the Content pane. Select up to six pieces of content to add to one subscription, including dashboards, documents, and reports. The content must all come from the same project. Click Select.
7. In the Content pane, click More next to each dashboard, document, or report:
   • File Name: Starting in MicroStrategy ONE (December 2024), you can edit the file name of your content. For report subscriptions, you can include macros, attributes, and metrics that dynamically change based on your parameters. To choose from a list of available macros, attributes, and metrics, type {& or {.

   • Format: Change the delivery format. Supported formats for dashboard attachments are PDF and .mstr files. Supported formats for reports are CSV, Excel, HTML, PDF, and plain text files.

     • To send the content inside the of the email, choose HTML.

     • If you select Plain Text, select the delimiter character from the Delimiter drop-down list.

     • If you select PDF for a dashboard, you can define PDF settings such as the range, page size, and showing page numbers. Click Settings.to display the PDF Settings window. After you define the settings, click Save to return to the subscription.

     • To send the same content in different delivery formats, add the content multiple times and choose different delivery formats for each.
8. In the Recipients pane, select the recipients of the subscription. Starting in Strategy One (March 2025), you can add user groups to the Recipients pane.
9. In the Delivery pane, choose from time-based schedule objects or event-based triggers. Depending on your environment, you can also choose an expiration date for the subscription in Stop After or Expire on and Timezone.
10. Use Subject and Message to define the subject line and associated message body. In both the subject and message of the email for a report subscription, you can include macros and starting in MicroStrategy ONE (December 2024), attributes and metrics that dynamically change based on the recipient, project, and other parameters. To choose from a list of available macros, attributes, and metrics, type{& or {.

11. To adjust subscription-level settings, click Settings on the right side of the toolbar. These settings include:

    • Allow recipients to change delivery settings or unsubscribe

    • Choose whether to compress non-HTML files into a zip file and, optionally, define the zip file's password

    • Set the contact security level to group or member

    Click here to learn more about the contact security level.

    The contact security level is the security level used for your contacts. Contacts can have their own member security or you can choose to have each contact inherit from their respective contact group. Contacts and contact groups are assigned to a given user and inherit the privileges of the user to which they are assigned. These privileges determine what a given recipient is able to see when they receive the subscription.

    

12. You can choose to Run the subscription immediately after saving.
13. Click Save.

Related Topics

Bursting for Email Subscriptions