Tracking sending and reading of emails
Planfix allows you to track the delivery of notifications sent by different channels. You can track notifications sent to coworkers and contacts, and you can track when notifications sent by email to external contacts were opened.
Each task or comment has a delivery status icon:
Clicking on this status icon opens a window with additional information about the delivery status:
Notification delivery statuses
There are three different delivery statuses:
- Sent
Lets you know that the message was accepted by the mail server or sent by a different channel (if the notification was through an integration with a social network or messenger).
- Error
Lets you know that the message was not sent. Clicking on the status symbol gives you additional information about the reason for the issue:
- Read
Lets you know that the recipient has opened the email. Clicking on the status symbol lets you see the date and time that the recipient opened the email:
Additional information
- "Invisible pixels" are used to track when emails are opened (i.e. read). You can disable read tracking.
- In some cases, the "Read" status symbol may not work properly — if, say, the recipient's email service doesn't display images.
- Only paid and premium Planfix accounts can use tracking.
- Availability of delivery status data depends on the plan your account is on. By upgrading your plan, you gain access to data for a longer period.
- If you use your own company mail server (or any external mail server) to send messages from Planfix, the sending status only shows that your server accepted the message from Planfix.
- If you enable the setting Specify the email addresses of all recipients in the email and send a message to several people, the message will be tracked as "read" when at least one of the recipients opens it.
- When a message is sent by a script, the delivery status icon is visible only in the system comments in the comment feed:
