Emails Ready to be Sent
A list of outgoing emails that have not yet been delivered.
Item Information
Sent to – Recipients email address.
Template – Email template being used.
Status – Current email status.
Send Date/Time – Date/Time emails in queue will start to be processed.
Type – Document or Campaign email
Actions
Email – View the email as the customer will see it. Note that the customer may have images off on in their environment.
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.
Info – Hover over the “i” icon for customer name and account number.
Email Options
Check the box next to the item(s) for additional options as outlined below.
- Send Selected Now – Send selected emails in advance of regular scheduled processing time.
- Send All Now – Start processing all emails in queue immediately and ahead of regular scheduled processing time.
- Delete Selected – Delete selected emails from queue. Deleted emails will not process at the regular scheduled processing time.
- Delete All – Delete all emails in queue immediately. Deleted emails will not process at the regular scheduled processing time.
- Download CSV File – Download current queue data file in CSV format.
Email History
View details on emails already sent.
Date Range
Choose date range of email history you wish to view.
- Sent To – Recipients email address.
- Template – Email template used.
- Status – Current email status.
- Send Date/Time – Date and time email was sent.
Actions
- Email – View the email as the customer received it. Note that the customer may have images off on in their environment.
- Track – View email tracking history. Click here for information on email activity.
- 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.
- Info – Hover over the “i” icon for customer name and account number.
Email Exceptions
If an email couldn’t be sent for any reason you will be able to see that here. View the reason why an email is not being sent coupled with document and email information.
