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Version: 8.1Marketing

Email progress

View the email data in the Sending progress tab on the email page, available out-of-the-box (Fig. 1). Use this data to adjust the email sending process and improve the delivery rate. The following email data is available:

  • Email delivery chart that displays the current status of individual emails.
  • Email sending progress analytics that displays recipient quantity and percentage metrics by status.
  • The email start and finish date and time.
  • Sending log that displays successful events and sending errors.

Summary data for emails started in the last 72 hours is available in the sending progress dashboard.

Fig. 1 Email sending progress
Fig. 1 Email sending progress

Email delivery progress chart

The chart (Fig. 2) on the email page visualizes real-time information about the email sending and delivery progress. Hover over the chart to view the more information by email status.

Fig. 2 Email progress chart
Fig. 2 Email progress chart
  • Preparing to send – the number of emails Creatio has not yet sent. For instance, Creatio sets the status to “Preparing to send” when going through the throttling segmentation. This status corresponds to the “Planned” response.

  • Queued – the number of segmented and ready-to-send emails for which Creatio has not yet received the mail provider's response. This status corresponds to the “Queued” response.

  • Delivered – the number of emails delivered to recipients. This is the number of recipients with the “Accepted by the server” mail service provider response.

  • Bounce – the number of emails with “Hard Bounce” and “Soft Bounce” responses.

  • Delivery error – the number of emails with “Sending error (to provider)” and “Rejected” responses.

  • Stopped – the number of unprocessed emails. This is the number of recipients with “Stopped (manually)” and “Stopped (time to send expired)” responses.

  • Canceled – the number of unsent emails. This is the sum of recipients with the “Canceled (Duplicate email),” “Canceled (Unsubscribed from all emails),” “Canceled (Unreachable email), “Canceled (Incorrect email),” and “Canceled (email not provided)” responses.

Read more: Personal responses.

Email sending progress analytics

Creatio displays email progress analytics in “Metric” type dashboards on the Sending progress tab (Fig. 1):

  • Recipients – the number of email recipients.
  • Preparing to send – the number and percentage of emails Creatio is yet to send. This metric corresponds to the “Planned” response in the Audience tab and should display 0 for completed emails.
  • Queued – the number of segmented emails the cloud service provider is ready to send or has already sent but for which it has not yet received the mail provider's response. This metric corresponds to the “Sent to the provider” response in the Audience tab and should display 0 for completed emails.
  • Sent – how many recipients returned the provider's first response. This metric corresponds to the “Delivered,” “Hard Bounce,” “Soft Bounce,” and other similar responses in the Audience tab.
  • Stopped – the number of recipients Creatio did not process, either due to manual stop of the email or due to the email reaching the expiration date.
  • Canceled – the number of unsent emails. This metric corresponds to the “Canceled (Duplicate email),” “Canceled (Unsubscribed from all emails),” “Canceled (Unreachable email), “Canceled (Incorrect email),” and “Canceled (email not provided)” responses in the Audience tab.

Read more: Personal responses.

Email start/finish date

You can view the following information in the Sending duration field group:

  • Started on – the email start date.

  • Finished on – the email completion date.

  • Duration – how much time it took to send the email to all recipients.

Sending log

Monitor the email sending progress in the Sending log detail on the Sending progress tab.

Alternatively, view data about all bulk emails in the mailing log. Open the mailing log from the System designer or by clicking EmailActionsMailing log.

Should any errors occur during the sending process, the log will help you to find out the reasons and fix the original issue.

The log displays data as a record list. The Type column specifies the log record type: “Info” for successful events or “Error” for unsuccessful events.

Successful events in the sending log

The table below lists events that indicate successful email sending progress.

Event

Description

Comment

Start sending email

The email is scheduled on {MM/DD/YYY HH:MM:SS time zone}.

Creatio will record this event for bulk emails only if you select “at the specified time” in the Send time field and click Schedule sending.

Sending email was started.

Creatio records this event after the email starts regardless of the start option.

Check integration with cloud email service

Connection with cloud email service is active.

Creatio records this event before the email starts. It means Creatio integration with the cloud email service has been set up correctly.

Preparing a batch of recipients for sending to the cloud email service (batch can contain up to 20000 recipients)

Batch #0 of 1 recipients contains: 2 - will send to cloud email service, 3 - will not send, incorrect email, 4 - will not send, email does not exist, 5 - will not send, email is not actual, 6 - will not send, recipient unsubscribed.

Creatio sends emails in batches of 20000 messages, one after another, until it covers the entire email audience. The event description elaborates on how many emails Creatio did not send and specifies reasons.

Sending batch of emails to the cloud email service

Batch #0 of emails was successfully sent.

The event means Creatio sent an email batch successfully.

Email paused manually

Email was paused by user.

Creatio records this event if a user pauses the email with the “Waiting before send” status. Read more: Pause an email.

Email stopped manually

Email was stopped by user.

Creatio records this event if a user stops the email manually. Read more: Stop an email.

Email expiration date reached

Email was stopped and switched the status to "Expired" due to expiration date is reached.

Creatio records this event if the email stops after reaching the expiration date. Read more: Set up the email expiration date.

Emails was successfully sent

Sending complete.

If Creatio finds no new recipients, it will record this event. There will be no more attempts to send out this email. Creatio will change the email status to “Completed.”

note

Creatio records the event that activates a trigger email to the campaign log. Read more: Monitor campaigns.

Error events in the sending log

The Error description column in the sending log contains the full description of each sending error.

Should an error occur, contact Creatio support and describe the error in as many details as possible.

The table below lists errors Creatio records to the email sending log.

Event

Description

Comment

Audience actualization from the campaign

Error while updating the email audience from the campaign.

Creatio records this event if unable to add a campaign audience to the email.

Adding audience to email

Recipients group processing failed.

Creatio records this event if unable to add recipients to the email audience.

Sending messages to cloud services

Error while sending messages to cloud services. Email sending error. Error while setting a communication limit. Error while saving the template.

Creatio records this event if the cloud email service is not available.

Sending a batch of emails

Error while handling initial responses of an email. Error while sending a batch of emails. Email sending error.

This event means Creatio cannot send an email batch.

Message validation

Error while validating the message.

Creatio records this event if the sender's email was not verified during the email setup.

Email sending progress summary dashboard

View data about the progress of emails started in the last 72 hours in the Sending progress tab of the Email section's Dashboards view (Fig. 3).

Fig. 3 Sending progress dashboard
Fig. 3 Sending progress dashboard

The real-time Sending progress dashboard displays the numbers of prepared and processed recipients, as well as that of sent emails.

The table below describes the columns of the Sending progress dashboard.

Column

Description

Recipients

The sum of email recipients

Prepared recipients count

The number of recipients Creatio segmented. Creatio is ready to send emails to those recipients.

Processed recipients count

The number of emails Creatio has already passed to the cloud service or was unable to send. For instance, the email was a duplicate or an unforeseen error occurred.

Status

The current email status. For example, “Planned” or “Sending.”

Received initial response count

The number of recipients whose email provider sent the initial response.

Errors count

The number of errors occurred after the cloud service passed emails to providers.


See also

Email delivery rates

Open and click rates

Analyze personal responses

Marketing email metrics

Analytics gathering