Additional Options or Helpful Notes

Viewing Client Galleries Email Automation Activity

You can also access a contact’s email automation history from the Client Galleries Dashboard. This is helpful when you are reviewing recent gallery activity and want to quickly check whether gallery-related email automations were sent to a specific contact.

To do this, click Client Galleries in the left-side menu. On the Client Galleries Dashboard, go to the Recent Activity section and click the activity you want to review.

In the activity details, click the client’s email address in the upper-right corner. This opens the client’s contact information. From there, click Email Automations in the contact section to review the automated emails connected to that contact.

Viewing Monthly Email Automation Reports

You can also view monthly tracking reports for your email automations. This is helpful when you want to review overall automation performance instead of checking one contact at a time.

To view your monthly email automation report, go to Marketing and click Tracking. Use the dropdown menu to select Email Automations.

After you select Email Automations, click any active email automation series to view its stats.

The Email Automations tracking report shows monthly stats for each automation email in the selected series, including:

• Sent
• Opens
• Clicks
• Unsubscribed
• Bounced
• Created
• Last Sent

You can use the month and year dropdown menus to review automation activity for a specific month. This report helps you see how many automated emails were sent during that period and how clients interacted with them.

Email Automation is available for several PhotoBiz tools, including:

• Scheduler
• Quotes & Invoicing
• Client Galleries

Automated emails are sent to the email address saved on the contact record. If a client says they did not receive an automated email, confirm that their email address is correct and ask them to check their spam or junk folder.