Learn how to view sent emails in the CRM in this step-by-step guide. This help guide will cover how to view sent emails in the CRM.
Recommended Reading Before You Start
Content
Viewing Sent Emails in a Constituent Profile
Instructions
There are a few places in the CRM where you may view sent email information. All such places are outlined in this guide.
Viewing Sent Emails in a Constituent Profile
To view emails sent to a specific constituent:
1. Use the search box to find the name of the constituent. Select the constituent’s name to open the account.
2. In the account sections, select Sent Emails.
3. A list of all emails sent to this constituent are listed in the Neon CRM Emails tab.
| Field Name | Description |
| Name of the email. | |
| Sent On | This is the date the email was sent. |
| Open | This will indicate if the email was opened. |
| Clicks | This will indicate if the constituent clicked on any links in the message. |
| Status | This will indicate if there was an error or if the email was sent. If there is an error, select the email name link to see the reason for the error. |
4. On the External Emails tab, you will see a list of emails sent from an external email client.
View All Sent Emails
To view all emails sent in the CRM:
1. Select Emails in the navigation menu and then select Sent Emails on the drop-down menu.
2. The Sent Emails list page appears with a list of all emails sent. The columns on this page are as follows (per the image and table below):
|
Field Name |
Description |
|
|
A. |
Recipient |
The constituent to whom the email was sent. |
|
B. |
|
The email address to which the email was sent. |
|
C. |
Subject Line |
The is the subject line of the email. |
|
D. |
Email Type |
The type of email (Donation Appreciation, Internal Report, etc.) |
|
E. |
Sender Time |
The date and time the email was sent. |
|
F. |
Bounce/Error Type |
The reason an email was undeliverable. |
|
G. |
BCC |
The applicable BCC email addresses to which this email was sent. |
|
H. |
CC |
The applicable CC email address to which this email was sent. |
|
I. |
Status |
The current status of the sent email. |
3. You may also use the filters above the email list in the upper left corner (per the image below) to filter by Email Type, Sent Since (date), and/or Status.
4. You may resend emails to email with any status other than Succeed by selecting the three dot Action Menu in the right side of the email row and selecting Resend Email on the drop-down menu.
Activate an Inactive Email
If an email address has been automatically opted-out as inactive, a system user can manually opt the email address back in for 30 days. This will remove the email address from the Blocked Email list. If an email sent to this address is opened by the constituent within 30 days, the email address will be "opted back in" and marked as fully active. If an email sent to the address is not opened within 30 days, it will once again be marked as inactive and added to the Blocked Email list.
To enable this feature:
1. Select Emails in the navigation menu and then select Sent Emails on the drop-down menu.
On the Sent Emails list page:
2. Select the checkbox(es) next to the email(s) that are inactivated.
A new menu will appear above the email list:
3. Select Activate for another 30 days.
Now, if at least one email for this address is opened in the 30 days after following this process, the email address will return to a fully active status.