History (Emails, SMS, & Audit)

Navigate to the History module to view a history of all the manual emails and SMS messages sent to event contacts. In addition, you can view an audit log that shows actions completed by your event contacts or event team.

• Emails
• SMS
• Audit
  
  

Emails

The Emails page within the History module provides a comprehensive log of all email communications created and sent through the platform by event team members.

Tabs (Campaigns & Sent Emails)

• CAMPAIGNS
  
  An email campaign is a coordinated series of emails sent to a targeted group of recipients with a specific purpose. Email campaigns might be used to notify speakers of important deadlines, share acceptance updates, or guide them through the submission process. Campaign performance is tracked using metrics such as open rates, click-through rates, and delivery status.
  
  

  Each row represents an individual email campaign with the following columns:

  • Subject Line: Title of the email (click to view campaign details).

  • Module: What module the campaign was sent from (i.e. Sessions, Contacts, Sponsors).

  • Total Recipients: Number of people the email was sent to.

  • Unique Opens: Number of recipients who opened the email.

  • Sent By: Sender’s name 

  • Sent At: Date and time the email was sent.

  Clicking a campaign subject opens a popup model with campaign details:
  

  • Sent By: Sender's name.

  • Sent At: Date and time sent.

  • Recipients List: Link to view recipient(s).

    • Selecting “view recipients” displays:

      • Recipient Name

      • Email Address

      • Status: (e.g., Delivered)

      • Reason: If undelivered, shows reason.

  • Total Recipients / Unique Opens / Unique Clicks: Key engagement metrics.

  • Preview Panel: Visual of the email content for reference.

• SENT EMAILS
  
  Displays individual sent email logs. Each entry on this page includes the following details:
  

  • Recipient: The name of the individual the email was sent to.

  • Email: The recipient’s email address.

  • Subject: The subject line of the email, with clickable links to preview the message.
    

  • Status: Indicates the current delivery status of the email (e.g., Delivered, Opened).

    Email Status Definitions: 

    • Open - Successful delivery, the email has been opened by the recipient. 
    • Clicked - Successful delivery, a link in the email has been clicked
    • Bounced - Not successful delivery, the incoming server rejected the email.
    • Spam - The email was delivered, but is in the recipient's SPAM. 
      
      
    • *Please don't worry about any emails with a status of 'Dropped'.* 

• • Sent By: The name of the user who sent the email.

  • Sent At: The date and time the email was sent.

  The Emails page allows teams to track communication history, verify delivery, and troubleshoot email-related issues more efficiently. You can also search emails by recipient name or address using the search bar at the top of the page.

SMS

The SMS tab displays a record of text messages sent through the platform. This allows users to track communication sent for event reminders, updates, or important notifications.

Each SMS entry includes the following information:

• Recipient: The name of the person receiving the message.

• Phone Number: A masked version of the recipient’s phone number for privacy.

• Message: The content of the SMS that can be previewed by clicking the message link.
  

• Status: Displays whether the message was queued, sent, or encountered an error.

• Sent By: The name of the user who initiated the message.

• Sent At: The date and time the message was sent.

You can search by name or phone number using the search bar at the top of the page.

Audit

The Audit tab provides a chronological activity log that tracks all significant actions taken within the platform. This serves as a transparent history of updates and changes made to contacts, sessions, evaluations, and more.

Each audit entry displays:

• User: The individual who performed the action.

• Action: A description of what was updated, created, or deleted (e.g., contact information, session details).

• View: Takes you to the specific record (i.e. session, contact) that was updated.