Additional Options or Helpful Notes

Checking Email Automation from Contacts

You can also check email automation history directly from the Contacts control panel. This is helpful when you want to search for a client first instead of starting from Client Galleries activity.

To do this, click Contacts in the left-side menu, open the contact you want to review, then click Email Automation under the contact.

Understanding Email Automation Status

The email automation status helps you see how the contact interacted with an automated message.

Common statuses include:

• Sent
• Opened
• Clicked

If a client says they did not receive an automated email, confirm that the email address saved on their contact record is correct. You can also ask the client to check their spam or junk folder.

Contacts Excluded from Email Automations

A contact may be excluded from future email automations if they previously unsubscribed from emails or if their email address rejected a previous email.

This helps prevent automated emails from being sent to contacts who opted out or to email addresses that cannot receive messages.

Viewing Overall Email Automation Reports

You can also view monthly tracking reports for your email automations. This is helpful when you want to review overall 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.