Seven use cases for personalized data emails

We recently launched Personalized Multi-Recipient Alerts, a feature that automatically shows each person only the data that matters to them once set up. You can send individualized emails to each recipient on a regular schedule (hourly, daily, weekly, or monthly)

Here’s how it can work for various industries:

1. Operations – Delivery Drivers

Goal: Each driver gets only their own routes for the next day via automated email.

How You’d Do It:

• Data Requirement: Your delivery data source (Google Sheets, Excel, or database) must include a field like driver_email and a delivery_date. Alternatively you could have driver name or driver ID and link that to a user’s attributes in Zing Data.
• Zing Setup:
  1. Connect your data source to Zing Data.
  2. Create a “Deliveries” query or dashboard.
  3. Add a filter: driver_email = zing.user.email and delivery_date = tomorrow()
  4. Set up a scheduled alert for daily delivery at 7AM.
  5. Add all driver emails as recipients.
• Result: Each driver receives an email with a table/image of their assigned deliveries for the day—no exposure to others’ data, and no manual filtering is needed.

2. Maintenance – Technicians and Site Supervisors

Goal: Only see alerts for issues where they’re assigned or for sites under their responsibility.

How You’d Do It:

• Data Requirement: Maintenance logs with a field for technician_email and columns for site or building.
• Zing Setup:
  1. Connect the maintenance issues source.
  2. Build a query for “Pending maintenance issues”.
  3. Filter by technician_email = zing.user.email (for technicians) or site in zing.user.sites (for supervisors responsible for multiple sites).
  4. Configure the alert to trigger when new issues are added or daily at 8AM.
  5. Add all relevant technicians and supervisors.
• Result: Each technician and supervisor gets only relevant alerts—streamlining their workflow and ensuring nothing’s missed.

3. Sales Teams – Account Managers

Goal: Account managers receive portfolio updates filtered to their clients; regional sales reps see only their territory’s sales.

How You’d Do It:

• Data Requirement: CRM or sales data source with account_manager_email, client_name, region, and sale_amount.
• Zing Setup:
  1. Connect sales data to Zing.
  2. Build queries such as “Client renewals” or “This month’s sales by region.”
  3. Account manager alert: filter by account_manager_email = zing.user.email; for teams, filter by region = zing.user.region.
  4. Schedule weekly/monthly alerts; add all sales users as recipients.
• Result: Each manager only sees their accounts or territory stats, replacing manual report slicing and making updates automatic.

4. Store or Franchise Managers

Goal: Managers get performance summaries for only their store/location.

How You’d Do It:

• Data Requirement: Store data includes fields for store_id, manager_email, sales, etc.
• Zing Setup:
  1. Connect data.
  2. Build performance query (“Sales by store”).
  3. Filter: manager_email = zing.user.email
  4. Schedule daily/weekly summary alerts, sending to all store managers.
• Result: Each manager gets the KPIs and trends for their specific store. Head office can add or remove managers centrally—alerts update automatically.

5. HR & Finance Departments

Goal: HR reps see only employees in their assigned region; finance receives rollups only for their department.

How You’d Do It:

• Data Requirement: HR/Finance data has employee_region, hr_representative_email, department, finance_analyst_email columns.
• Zing Setup:
  1. Connect data.
  2. HR alert: filter by employee_region = zing.user.region or hr_representative_email = zing.user.email.
  3. Finance alert: filter by department = zing.user.department or finance_analyst_email = zing.user.email.
  4. Schedule desired frequency; add all department emails to the recipient list.
• Result: Each user receives only the data matching their coverage area, enabling privacy and precise reporting.

6. Executive & Leadership Alerts

Goal: Leaders are notified when key benchmarks for their business segment are missed.

How You’d Do It:

• Data Requirement: Dataset with segment KPIs and leader’s email/role associations.
• Zing Setup:
  1. Connect business performance source.
  2. Query for “KPI status by business unit.”
  3. Filter: business_unit_leader_email = zing.user.email
  4. Set up alert (e.g., “Notify me if ‘order processing time > 48h’” or “product availability < 95%”).
  5. Assign all relevant leaders.
• Result: Each executive is notified only when something relevant to their segment goes off track, ensuring fast action and confidentiality.

7. Marketing Teams – Campaign Managers

Goal: Get alerted if campaign traffic or conversions fall below a threshold—for each campaign owner.

How You’d Do It:

• Data Requirement: Table includes campaign_owner_email, traffic, conversions.
• Zing Setup:
  1. Connect web analytics data.
  2. Create a query (“Active campaigns by traffic/conversion”).
  3. Filter: campaign_owner_email = zing.user.email
  4. Set alert: if traffic < X or conversions < Y.
  5. Recipients: all campaign managers.
• Result: Each manager gets a focused view—no sifting through unrelated data.

Key Features Harnessed in These Examples:

• Row-level security: filters each alert or report to the viewer’s data.

• Dynamic recipient variables: use zing.user.email or other user properties for filters.

• Scheduled alerts: set by time interval or specific data change.

   

These detailed examples show how Zing Data’s alerting—powered by personalized, role-based access—enables efficient, secure, and automated reporting without IT bottlenecks or manual slicing.

Every recipient receives only what’s relevant to them, directly and automatically.

Start Personalizing Today

Personalized Multi-Recipient Alerts are now available to all Zing Data users. Log in to your account to create your first intelligent alert and transform how your team consumes data.

Get started with Zing for free! Sign in or create a new account and see how easy it is to send the right data to the right people.