Tracking Success of the Eblast

There are a few places where you can view correspondence that has been setup or sent to a patron.

• Letter and Correspondence History Tab on the Patron window
• Letter/Email Recipient List
• Donation Pledge schedule
• Managing Pending/Unsent Emails
• Volunteer Letter History
• Facility To-do List Pane
• and more

When viewing correspondence history, you can use the icons to see the state of the letter or email. Most are explained in the legend at the bottom of the list.

 

Email Not Yet Sent

In the first example, the email has not been sent yet. When it is sent, the target icon changes to a green checkmark.

 

Read vs Unopened Emails

For e-blasts, a third icon appears that looks like an envelope with a red 'tab' on it. This means that the email has gone out, and one of the following happened:

• the patron has not yet opened it.
• the patron deleted it before reading it
• the email could have been put into their spam folder and they didn't see it
• the patron specifically blocks images from displaying on their email client (or their email client is old enough that it only dispalys the text version and does not display images
• the email was not delivered to the person for some unknown reason

When the patron opens the letter, the third icon will be a letter with a green 'tab' in it, indicating it has been read, per the image below.

 

Viewing Envelope information

If you double click on any email, you can see when the email was 'read on' (opened) by the user. Since this is a column in the database, you can see how long it takes for people to read the email after sending.