If you’re coming from RB2B
If you currently use RB2B, here’s how the digest compares:| RB2B | Squid ID | |
|---|---|---|
| Cadence | Daily recap | Daily, weekly, or monthly |
| Per-recipient cadence | One schedule | Each recipient sets their own |
| Recipients | Account-level list | Add any number of addresses |
Why this matters. A single recap schedule sends everyone the same email at the same interval. Per-recipient cadence lets a rep get a daily list while a manager gets a weekly or monthly roll-up from the same source.
Before you start
You’ll move faster if these are already in place.
- You’re an Owner or Admin on the website. Viewers can see recipients but can’t change them.
- The snippet is installed and verified, so there are visitors to summarize.
Add recipients
1
Open Email notifications
Go to Settings → Email notifications.
2
Add an address
In the Email digest section, type an address and click Add. It appears as a row in the recipient table.
3
Choose each recipient's cadence
Each row has Daily, Weekly, and Monthly toggles. Turn on one or more for each recipient. A new recipient starts on Daily.
4
Let it save
Changes save automatically. The status line at the bottom shows Saved once the change is stored.
What’s in the digest
The digest summarizes the visitors Squid ID identified for the website over the period. To narrow who shows up across the product, set up ICP filtering. To browse identified visitors directly, see identified visitors. Every person appears once per digest, however many times they visited, with their visit count and when they were last seen.Report content
Three switches under Settings → Email notifications → Report content change what goes into the digest. They apply to every cadence and every recipient on the website, so a change here affects the daily, weekly, and monthly emails together.1
Only companies
Off by default. When on, the digest includes only people with a company attached, so consumer and personal visitors are left out. Use it when your team only works business accounts and a mixed list wastes their time.
2
Include returning
Off by default, which means the digest lists only people seen for the first time in that period. Turn it on to include everyone active in the period, whether they’re new or coming back. Leaving it off keeps the digest to genuinely new names. Turning it on is closer to a full activity report.
3
Skip empty reports
Off by default. When on, no email is sent for a period where nobody was identified, instead of an email listing nobody.
The three settings stack, and the order matters for Skip empty reports. Empty means nobody was left after the other two filters ran, not that the website had no traffic. So with Include returning off, a website can have a busy day of returning visitors, no first-time people, and still count as empty. That is usually what you want, but it is worth knowing before you turn both on together.