History

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Once emails are sent, they will appear in the History area.

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Gear Options - General Campaign

Depending on your administrative rights, you may not see all of the options shown below.

Gear options for a General email campaign.

  • View in Browser - allows you to see what the email looked like.
  • View Recipients - moves you to an Email Reporting screen so you can view the recipients.
  • Export Recipients - exports the recipients of the email as a CSV file.
  • Export Exceptions - exports the exceptions so you can see why an intended recipient did not receive the email. Only Super Admins and Email List and Segment Managers will see this option.
  • Save as New Template - allows you to save the email as a new template.
  • Copy Campaign - creates a copy as a new General Campaign and adds it to the Drafts tab.
  • Preview - provides a screen so you can see what the message looked like as well as send a preview.

Gear Options - Segmented Campaign

Depending on your administrative rights, you may not see all of the options shown below.

Gear options for a Segmented email campaign.

  • View in Browser - allows you to see what the email looked like.
  • View Recipients - moves you to an Email Reporting screen so you can view the recipients.
  • Export Recipients - exports the recipients of the email as a CSV file.
  • Export Exceptions - exports the exceptions so you can see why an intended recipient did not receive the email. Only Super Admins and Email List and Segment Managers will see this option.
  • Save as New Template - allows you to save the email as a new template.
  • Copy as General Campaign - creates a copy as a new General Campaign and adds it to the Drafts tab.
  • Copy Entire Segmented Campaign - creates a copy as a  new Segmented Campaign and moves you to Segmented Campaign Home.
  • Preview - provides a screen so you can see what the message looked like as well as send a preview.

Gear Options - A/B Testing Campaign

Depending on your administrative rights, you may not see all of the options shown below.

Gear options for an A/B Testing email campaign.

  • View in Browser - allows you to see what the email looked like.
  • View Recipients - moves you to an Email Reporting screen so you can view the recipients.
  • Export Recipients - exports the recipients of the email as a CSV file.
  • Export Exceptions - exports the exceptions so you can see why an intended recipient did not receive the email. Only Super Admins and Email List and Segment Managers will see this option.
  • Save as New Template - allows you to save the email as a new template.
  • Copy as General Campaign - creates a copy as a new General Campaign and adds it to the Drafts tab.
  • Preview - provides a screen so you can see what the message looked like as well as send a preview.

Name / Subject Line

The Name will be a clickable link. Clicking the name will move admins to the Email Reporting data for the message.

Clicking the Segmented Campaign Name will move admins to the roll-up report for the Segmented Campaign.

Recipients

The Actual Recipients value is a clickable link. Clicking the value will move admins to Sent details in Email Reporting.

The Intended value can be higher than the Actual number. This can happen when an Email List or Email List with Merge Fields is used. All records (member records and non-member records) associated with the email address are pulled in and counted in the intended count.  For example, if an Email List or Email List with Merge Fields includes the email address of george@gmail.com and in the database there are three non-member records with the email address of george@gmail.com, then that one row in the Email List or Email List with Merge Fields will count as 3 in the intended value.

Created By, Created Date

After a user creates a General/Segmented/AB Testing Campaign, the user's name who has created the campaign with the campaign created date and time will be populated. The Created By name will be displayed as First Name Last Name. The format of the Date Time is mm/dd/yyyy hh:mm:ss am/pm.

Status Column

The Status column will indicate the status of the message.

Hovering over the icon will display a message/tool tip so you can determine if you need to take action.

Red icon - indicates there was a problem with the email and no one received it.

Green icon - indicates the email was successfully sent.

Spinning icon - indicates the email is in the process of sending.