Who has access to these settings?
Account owners
Compliance admins
These settings control what content Jump's emails include and how client emails sent through Jump reach your firm's supervision tools.
Email settings
To adjust these settings, go to Profile & settings > Compliance > Email settings.
Summary email content
Choose what appears in Jump's post-meeting summary emails:
No content: Don’t include meeting content in emails, just a link to the summary
Note summary: Include a truncated preview of meeting content
Full notes: Include the full meeting notes
Email disclaimer message
Choose whether to include a disclaimer message in all emails drafted by Jump.
Email preferences
Manage email notification preferences for users in this account. For each type of notification, you can let users choose their own settings, or set them for everyone on the account.
To update email preferences:
Go to Profile & settings > Compliance > Email settings.
Scroll to Email preferences.
Turn each setting on or off, and choose an option where one is shown.
Click Save.
Note: When a setting that starts with "Allow users to…" is turned on, users choose their own preference and the options below it are greyed out. When it's turned off, the option you choose applies to every user on the account.
Alternative notification emails
Allow users to edit alternative notification emails: Enabling this will allow users set additional notification emails for meeting notifications
Notification frequency
Allow users to change notification frequency preferences: Enabling this will allow users to change their notification frequency preferences.
Send an email when a meeting is done processing: Users will receive an email immediately after a meeting is processed
Send an email when a pre-meeting prep is ready: Users will receive an email immediately when a pre-meeting prep is ready
Meeting notifications
Allow users to change meeting notification preferences: Enabling this will allow users to change the meeting notification preferences.
Meeting notification preferences: Choose whether you want to receive notifications and prep emails for all team meetings or only the ones you own.
Only meetings that user owns: Users will only receive notifications for meetings that they own
All team meetings: Users will receive notifications for all team meetings, including meetings that they own
Scheduling notifications
Allow users to change scheduling notification preferences: Enabling this will allow users to change the scheduling notification preferences.
Scheduling notification preferences: Choose whether you want to receive scheduling notifications for all team booking windows or only the ones you own.
Only booking windows that user owns: Users will only receive scheduling notifications for booking windows that they own
All team booking windows: Users will receive scheduling notifications for all team booking windows, including ones that they own
Form notifications
Allow users to change form notification preferences: Enabling this will allow users to change the form notification preferences.
Form notification preferences: Choose whether you want to receive form submission notifications for all team forms or only the ones you own.
Only forms that user owns: Users will only receive submission notifications for forms that they own
All team form submissions: Users will receive submission notifications for all team forms, including ones that they own
Note: Email notifications are only sent to Jump users, according to your preferences.
Learn more about this process with this help center article: How to receive Jump notifications.
E-Comms
The E-Comms tab controls how client communications sent through Jump flow into your firm's supervision tools.
To get here, go to Profile & settings > Compliance > E-Comms.
Supervision Routing
Manage how outbound communications are routed for compliance supervision. Only Account owners can modify these settings:
Archive communications at each user's connected email: On by default. Jump’s outbound emails flow through each user’s connected email.
Fallback archive email: For advisors without a connected email integration, Jump archives communications to this address instead. Turn it on and enter an address to verify and use it.
Also BCC archive address on all outbound: Send a copy of every outbound email to your archive address, even when the advisor has a connected email integration. Use this if your firm requires a centralized archive in addition to per-advisor supervision.
Include disclosure in outbound emails
Turn this on to add your account's compliance disclosure to every client-facing email sent through Jump.
SMS reminder template
Turn on Enable SMS reminder template to set a standard template for booking window text reminders. When it's on, every SMS reminder from this account uses this template.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]