Overview
Email History is the selected client's outbound email audit trail. Filter and open sent emails, compare email step performance, then export the current view with delivery and engagement details. The performance table follows the active date range, campaign, user, and search filters. It groups emails by type (Email Agent, Potential Follow-up and After Call Agent first, then older Auto-Cadence, Post-Call and other types), step and template variant, then shows sent volume plus open, click, reply, bounce, and unsubscribe counts and rates. Reply status reflects campaign-attributed human responses and excludes automated or system classifications.
How to use this page
Select the client and date range
Choose the client, then set Start and End for the reporting window. The header shows emails in view, recipients reached, and Sent by agents: how many emails in view the Email Agent, its Potential Follow-ups and the After Call Agent sent. Self-serve workspaces see Campaigns in view instead of Sent by agents.
Filter and search
Use All Campaigns and All Users (the people who sent the emails), or search contact name, company, recipient address, sender address, or subject. Changing a filter resets pagination.
Compare email step performance
Review Email step performance after setting the date range and filters. Each row groups one email type, step, and template variant. Sent is the denominator for the open, click, reply, bounce, and unsubscribe rates. Reply counts emails with at least one attributed human response, not the total number of reply messages. Email Agent emails are numbered by their place among the emails that contact has had from the campaign, and Potential Follow-up emails by follow-up number. After Call Agent emails, manual sends and older rows without step data show One-off in the Step column.
Read the sent-email table
Each row shows Contact, Company, To, From, Subject, Preview, Type, Step, Campaign, Sent by, and Sent time. Select a contact name for the contact record or select elsewhere in the row for the full email.
Interpret reply status
A reply is counted only when the campaign-attributed inbound message is a human response. Shwarming, Auto Reply, Internal, Out Of Office, Undeliverable, Ignore, Ignore Contact, and Ignore Global classifications are excluded from replied totals and per-email reply status.
Export the current view
Select Export CSV to download the filtered and sorted rows. The file begins with the selected date range, filters, generated time, send volume, and opened, clicked, replied, bounced, and unsubscribed totals and rates. Each row includes its delivery and engagement timestamps.
What the buttons do
- Start / End
- Sets the sent-email reporting window.
- All Campaigns / All Users / Search
- Filters the current email list and resets pagination.
- Export CSV
- Downloads the current filtered and sorted email history with summary metrics and per-email engagement fields.
- Contact name
- Opens the matching contact record without opening the email viewer.
- Email step performance
- Shows filter-aware sent volume and engagement counts and rates for each email type, step, and template variant.