Choosing which emails you get
Settings → Notifications. Turn each email on or off:
- Task assigned to you: a teammate assigns you a task.
- You’re @mentioned: someone @mentions you in a task comment or an internal note.
- Client messages: a client writes in, by email or in the portal. It goes to the teammates added to that conversation, or to owners and admins if nobody was added; on a client request's conversation, its assignee hears too.
- New client requests: a client files a request in the portal, or a teammate logs one for them. Owners and admins only.
- Client follow-ups: a client asks for an update, or says a finished request isn't finished, and a request closes after 21 days waiting on the client with no answer. It goes to the assignee, or to owners and admins when nobody is assigned.
- Intake form submissions: someone fills in one of your public intake forms. Owners and admins only.
- Client approval changes: a client approves, rejects or asks for changes on a task assigned to you. The workspace owner hears about every task.
- Recurring task created: a recurring template creates a new task assigned to you.
- Retainer renewals: a client's retainer is coming up for renewal. Owners and admins only.
- Weekly tracking-health digest: Monday's list of the clients whose tracking needs attention, while the workspace sends it (Settings → Agency branding). Owners and admins only; this switch stops your copy, not your teammates'.
- Tracking report confirmed: a client confirms in the portal that they've reviewed their tracking-health report. The workspace owner only.
- Google Ads alerts: the morning check finds a client's Google Ads spend, conversions, cost per conversion or return on ad spend far off its own last 4 weeks. It goes to the teammates assigned to the client, or to owners and admins when nobody is; one email a morning, and an alert again only if it gets worse. See how the check works.
Turning one off stops the email; you'll still see it in Phloz.
Vacation mode
Settings → Notifications → Vacation mode: pick the date to pause notifications until. Until then Phloz stops your digest and the emails above, the Google Ads alerts included, and the weekly tracking-health email. A banner on every page reminds you the pause is on, with a one-click Turn off.
Billing emails, the weekly backup, the notice that a custom portal domain stopped working, and a digest a teammate sends you with Send digest now still arrive.
Mute a client or task
The Mute button on a client's page stops task, mention, client-email, tracking-confirmation and Google Ads alert notifications about that client, for you only, and leaves it out of your digest. Retainer-renewal reminders and the weekly tracking-health email still include it. Muting a task silences just that task, digest included. Useful for clients you're handing off but still keeping an eye on.
Daily digest
Members get a digest of their assigned tasks at 9 AM in your workspace's time zone. Owners and admins get the whole workspace: client requests waiting to be triaged, overdue tasks, unanswered messages and the tracking problems the audit found. Turn it off or choose an hour from 6 AM to 11 PM in Settings → Notifications. It starts at 6 AM because that's when the day's recurring tasks are created. Every digest also carries an unsubscribe link (and the one-click unsubscribe your mail app shows) that turns off that digest, for you only.
Owners and admins can send a teammate their digest right away with Send digest now in that teammate's ⋯ menu on the Team page, handy for pointing someone at a backlog.