Emails

Email Queue

1. Sent To - Recipients email address.

   1. Template - Email template being used.

   2. Status - Current email status.

   3. Send Date/Time - Date/Time emails in queue will start to be processed.

   4. Type - Document or Campaign email

2. Actions

   1. Email - View the email as the customer will see it. Note that the customer may have images off on in their environment.

   2. Document - View the document associated with the email as the customer will see it. Customer may have a link to their document or an attached PDF.

   3. Info - Hover over the "i" icon for customer name and account number.

3. Email Options - Check the box next to the item(s) for additional options as outlined below.

   1. Send Selected Now - Send selected emails in advance of regular scheduled processing time.

   2. Send All Now - Start processing all emails in queue immediately and ahead of regular scheduled processing time.

   3. Delete Selected - Delete selected emails from queue. Deleted emails will not process at the regular scheduled processing time.

   4. Delete All - Delete all emails in queue immediately. Deleted emails will not process at the regular scheduled processing time.

   5. Download CSV File - Download current queue data file in CSV format.

Email History

1. Date Range - Choose date range of email history you wish to view.

2. Sent To - Recipients email address.

   1. Template - Email template used.

   2. Status - Current email status.

   3. Send Date/Time - Date and time email was sent.

3. Actions

   1. Email - View the email as the customer received it. Note that the customer may have images off on in their environment.

   2. Track - View email tracking history. Click here for information on email activity.

   3. Document - View the document associated with the email as the customer received it. Customer may have a link to their document or an attached PDF.

   4. Info - Hover over the "i" icon for customer name and account number.

Email Exceptions

1. Date Range - Choose date range of email exceptions you wish to view.

2. Event - Email exception occurrence.

   1. Document - Document associated with the email.

   2. Date - Date of email exception.

3. Email Type - View all or choose between Document or Campaign emails.

   1. Events - Click here for information on email activity and event definitions.

   2. Jobs - View all jobs or a per job view.

4. Actions

   1. View - View the email as the customer will see it.

   2. Resend - Note that an email exception must be fixed for an email resend to be successful.

   3. Download CSV - CSV file containing email exceptions.

      1. Note that Deferred events will not appear in the report. A Deferred event is a temporary, 72 hour status after which another event will fire depending on whether or not the email was successfully sent. If the email cannot be sent it will be Dropped. If successfully sent all other events can apply.