Tracking Email Status in VanillaSoft

Whenever you send an email to a Contact in VanillaSoft, the system can track the status of the email at various stages. You can see the current status in the Call History section on the Caller side. Additionally, an Administrator can run a report to gather information on email status to track daily, monthly, or yearly stats.

Jump to a specific area of this article by selecting one of the sections here:

 

Email Statuses

There are four email statuses that VanillaSoft can track:

  • Queued - The email has not yet been sent from VanillaSoft
  • Sent - The email has been sent to the contact but has not yet been read/opened
  • Opened - The email has been opened and/or read by the contact
  • Bounced - The email did not reach the contact, was rejected by the server, or the email address does not exist

 

View Email Status as a Caller

  1. Log in to VanillaSoft as a Caller.
    Log_In_to_VanillaSoft.jpg
  2. Type in the Contact you wish to search for at the top and click on the Search icon.
    search_caller.png
  3. Click on the Contact you wish to view in the Search Results.
    search_results_caller.png
  4. In the Contact Information window, click on the Emails tab.
    Email_Tab.png
  5. If the Contact has an Email icon next to the Call History, click on it to view details.
    call_history.png
  6. The status of the selected Email will then display on the Emails tab. 
    Email_Status.png

 

View Email Status as an Admin

  1. Log in to VanillaSoft as an Admin.
    Log_In_to_VanillaSoft.jpg
  2. Select the desired Project.
    Select_Project.jpg
  3. Under Contacts & Reports, click on Search Contacts.
    2022-06-27_14-23-01.jpg
  4. Type in the details of the Contact you wish to search for, then click on Search.
    Search_Contacts_Admin.png
  5. Click on the Contact you wish to view in the Search Results.
    Search_Results_Admin.png
  6. In the Contact Information window, click on the Emails tab. Email_Admin.png
  7. If the Contact has an Email icon next to the Call History, click on it to view details. call_history_admin.png
  8. A new window will open displaying the Emails Sent with the Email Status on the right. Email_Status_Admin.png

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