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Guide: Check Email History

Follow the steps below to check Email History on a Customer Profile, a Transaction or Order, or the full Email Audit

There are three places to see the Emails sent to a Customer: their Customer Profile, the Correspondence tab on a Transaction or Order, and the full Email Audit.

Email History for a Customer Profile

  1. Go to the Customers page and click on a Customer to see their Profile

    customers.png

  2. Scroll down to the Email History section at the bottom of the page to see these columns:

    1. Email Template Name

    2. Subject - title of the Email

    3. Entry Created At - when the Email was triggered, i.e. just after the Transaction was created

    4. Scheduled / Sent - the send time of the Email. If it was scheduled to send at a particular time, then it would be a different date and time to Created At

    5. Status - this shows whether it has been successfully delivered or not. Hover over the i icon to see the most recent sent or open details

    6. Opens - how many times the Customer has opened the Email

    7. Clicks - how many times a link in the Email has been clicked

    Screenshot 2024-09-19 at 16.18.59.png

  3. For each Email, click the 3 dots on the right to see the following options:

    1. Resend Email - this will create a new Email send that will appear in the list

    2. View Transaction - this will open the Transaction in the Transaction Details drawer, where you can view and manage it

    3. View Email Template - this will take you to the Email Template that was sent, where you can make any edits that you'd like

  4. If an Email has been resent, then you will see which User has sent it by hovering over the person icon between the Created At and Scheduled/Sent columns

    Screenshot 2024-10-28 at 14.43.45.png

  5. Click See more Emails below the list to see all Emails sent to this Customer. This will take you to the Email Audit page, where you can then remove the Customer filter to see all Emails sent to all Customers

Correspondence on a Transaction or Order

  1. Open the Transaction in the Transaction Details drawer, or open the Order Details View

  2. Click the Correspondence tab

  3. On a Transaction this shows the Emails sent for that Transaction only. On the Order Details View it shows the Emails for every Transaction in the Order, in one place

Learn more - Guide: View & Manage a Transaction, Guide: Order Details

Full Email Audit

  1. Go to the Tools page on the left-hand side and click Email Audit

    tools.png

  2. On the Email Audit page, you can see all Emails sent to Customers

  3. Click the Filter button in the top right to filter Emails sent by:

    1. Created At - select between is after, is before and is between and your date and time options for when the Email was triggered

    2. Sent At - the same options as above but for when the Email was sent

    3. Customer - select from the dropdown or type the Customer's name

      Screenshot 2024-09-19 at 16.23.23.png

  4. For each Email, click the 3 dots on the right to see the following options:

    1. Resend Email - this will create a new Email send that will appear in the list

    2. View Customer - this will take you to the recipient's Customer Profile

    3. View Transaction - this will open the Transaction in the Transaction Details drawer, where you can view and manage it

    4. View Email Template - this will take you to the Email Template that was sent, where you can make any edits that you'd like

Learn more - Overview & FAQs: Email History

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