Summary - This article highlights the functionality of the Email Research screen.
The Email Research tab can be used to search for emails by status, date, email address and/or by action item. Users with the roles and permissions to access the Email Research screen can do so by navigating to Mailroom > Email Research.
You can search using the fields highlighted below to search by an email address, XN, date range, or any combination thereof.
Once you have entered your search criteria, click the Search button. You can filter the results of your search using the fields shown below.
The Status column will show the status of the message. The Status column can be used to make sure an important message was sent or to verify an email's delivery status
Status can be one of the following:
- Delivered: The email was successfully delivered to the email address
- Opened: The email has been opened by the receiver
- Dropped: The email was undeliverable due to being dropped by the server
- Bounced: The email was undeliverable due to invalid email address
- Spam: The email was marked as spam by the homeowner's Email Provider
To see why an email was Dropped/ Bounced and other email status updates, click the dropdown icon to the left of the XN as shown in the screenshot below.
You can Resend Emails if they failed, for any of the previously mentioned reasons, by clicking the Resend Email button. The button will only appear on communications that have already attempted to send once and have finished processing.
Email Research records can also be exported as an Excel file. Filter the Email research records to the data of interest and click the Export to Excel button.
NOTE: This information will be displayed for 6 months. If further outside of this window and status are needed, please submit a ticket to Tech Support for further investigation.
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