Email Audit - Check Email Sends and Opens

Scroll down for the Step-by-Step Guide on how to check emails sent for an order/customer

KEY TERMS & TIPS:

What does the Email Audit feature do?
It allows you to see all emails that have been sent to customers.
You can also resend emails and get redirected to Order and Customer pages.

Where do I find Email Audit?
There are two ways to check email sends:

1. Via an individual Customer page which has an Email History section at the bottom.
2. From the Tools page, where you can select the Email Audit feature and this will show you all emails sent, but you can filter this page by date and customer.

On both of these pages, you can resend emails and click on links to both the Order and Email Template.

See our Step-by-Step guide below for more info.

Is this the only way I can resend an email to a customer?
You can also resend emails via an Order page and clicking Email Order. Here you can select which Email Template and Delivery Method to use, as well as attaching a Ticket Template.
See here for more info about the Email Order function.

Why can't I find the email I'm looking for in Email Audit?
This could be because it hasn't been set up correctly in your Delivery Method and/or the Print Rules have not been activated on the event.

Where can I create Email and Ticket Templates?
Via the Tools page.
See here for more info.

STEP-BY-STEP GUIDE:

1. Email History via Customer profiles:

a) Go to the Customers page and click on a customer to see their profile

b) On the Customer profile, scroll down to Email History section at the bottom of the page. You'll see the following columns:

• Email Template Name
• Subject - title of the email
• Entry Created At - when the email was triggered, i.e. just after the Order was created
• Scheduled / Sent - the send time of the email. If it was scheduled to send at a particular time, then it would be a different date and time to Created At
• Status - this will be one of Opened, Delivered, In Progress, Scheduled or Failed. Hover over the i icon to see the most recent details sent or open details
• Opens - how many times the user has opened the email
• Clicks - how many times a link in the email has been clicked

c) For each email send, click the 3 buttons icon on the right to see the following options:

• Resend Email - this will create a new email send that will appear in the list
• View Order - this will take you to the Order page where you can view and manage the order
• View Email Template - this will take you to the Email Template that was sent, where you can make any edits that you'd like

d) Click See more Emails below the list to see all emails sent to this customer. This will take you to the Email Audit page, where you can then remove the Customer filter to see all emails sent to all customers (see step 2 below)

2. Full Email Audit via the Tools page:

a) Go to the Tools page on the left hand side and click Email Audit

b) On the Email Audit page, you can see all emails sent to customers

c) Click the Filter button in the top right to filter emails sent by:

• Created At - select between is after, is before and is between and your date and time options for when the email was triggered
• Sent At - the same options as above but for when the email was sent
• Customer - select from dropdown or type customer's name

d) For each email send, click the 3 buttons icon on the right to see the following options:

• Resend Email - this will create a new email send that will appear in the list
• View Customer - this will take you to the recipient's Customer profile, where you'll be able to see their particular Email History (see step 1 above) as well as Order History, Opt-In History and Customer details. See here for more info about Customer profiles
• View Order - this will take you to the Order page where you can view and manage the order
• View Email Template - this will take you to the Email Template that was sent, where you can make any edits that you'd like

NEXT STEP: Learn how to use the Orders page