Returned Email Report

Learn how to view The Returned Email Report

What is the Report?

  • The returned email list can be found on the contacts index page. This identifies the clients whose electronic communication is being returned.
 

To view The Returned Email Report:

 
Step 1. On the CRM, navigate to the left tool bar 


Sequence 01_3

 

Step 2. Click on CRM

Sequence 03

 
Step 3. Select Contacts


Sequence 07

 
Step 4. Click the "Add View" button 

Sequence 10-1

Step 5. Type in "The Returned Email Report" in the search bar
  Sequence 10
 
How to use the Report?

Please review the report to determine which clients had emails returned and use the guideline below which outlines available solutions for each instance:

Instance

Solution

Potential Email Deactivation

Please note, it is likely that this client has either changed emails or the email has been deactivated. Please submit an account administration request to update the client's email on file.

Potential Incorrect Email

Please note, it is likely that this client has either changed emails or the email has been deactivated. If this email is in fact not active, please submit an account administration request to update the client's email on file.

Mailbox Full

Please note, that it is likely this client's inbox has reached its capacity and is not accepting new emails. If this is the case, please have them clear some of the emails to allow for new emails to be delivered to the client. If the email is in fact deactivated and/or not full, please submit a service request to update the client email on file.

Marked as Spam

Please note, it is likely that this client has marked emails from Optimize as Spam and so please ask the client to note Optimize as an approved sender.

 

Tip: If updating your client's information resolves your rejection, please use this link to find out how to submit a ticket and where to find the documentation that is required. knowledge.optimize.ca/updating-client-information

 

Why use this Report?

  • If the updated email is not submitted within 60 days, the client will be added to the Restricted List.