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Report Emails: Deliver Risk Results Automatically

Report emails are sent immediately after a user completes an HRA—delivering a direct link to their personalized risk report. This is often the user’s first follow-up interaction, arriving in their inbox moments after completing the assessment.

These emails are simple to configure, customizable to match your branding, and a powerful part of your nurture strategy.

📹 Watch the video overview on configuring Report Emails


What Are Report Emails?

  • Triggered automatically upon HRA completion, if the user opts in
  • Delivered immediately with a secure link to the user’s risk report
  • Often seen by users before any follow-up emails or CTAs are engaged
  • Helps reinforce trust and value in your brand

📸 (Screenshot: sample report email with CTA button)

report-email1



How to Customize Report Emails

  1. Navigate to the Emails tab
  2. Filter by Email Type: Report
  3. Use the default provided template or copy it to create a custom version
  4. Customize:
    • Subject line & sender name
    • Headline and body content
    • CTA button text
    • Brand color and banner image
    • Footer content (pulled from your Customization Settings)

📸 (Screenshot: report email editor with variable fields)

report-email2

⚠️ Important: Keep the {REPORT_LINK} variable in the button URL to ensure each user gets their personalized link to view their risk results.

report-email3


Assigning a Custom Report Email

To make your custom version live:

  1. Go to the Customize HRA > User Action Emails section
  2. Select your custom email under the Report Email dropdown
  3. Click Save and Publish

📸 (Screenshot: selecting a report email in customization settings)

report-email4

Once active, any opt-in will appear in the Engagement Queue dashboard for follow-up.


Best Practices

  • Keep language warm, clear, and action-oriented
  • Use a branded banner image and color scheme
  • Reiterate your primary CTA within the email content
  • Ensure your contact info is accurate and up to date
  • Combine with follow-up emails for a complete nurture journey


 If you’d like to learn more, check out these resources:


If you need any help navigating the HRA Management Console or have features you wish to see added, don’t hesitate to contact your Client Success representative!

Email: hrasupport@unlockhealthnow.com