What is timelines?
Timelines are an a clear way to see the SMS and email communication that are sent to a client.
Where do I access client timelines?
Customers tab > Clients
Click on a client name > Timeline
Timeline tracks
Type of communication in Timelines | Location in dashboard |
Transactional email | Settings > Transaction email |
SMS |
|
Marketing Emails | |
Notes | Notes located in the client profile in the top header under "Notes": Client Check In notes (on the right hand side of the profile) are not included in the Timeline |
When does the timeline start?
The timeline starts as soon as the client is signed up in arekta and receives their first SMS or email communication
Status of email in client profile
Email Status | Description |
Sent | The message was successfully sent and is on its way to the recipient's inbox. |
Rendering Failure | The message couldn't be sent because there was an issue with the email content, such as missing or incorrect information. |
Rejected | The message was blocked because it contained potentially harmful content, like a virus. |
Delivered | The message was successfully delivered to the recipient's inbox. |
Bounced | The message couldn't be delivered because the recipient's email address is invalid or their mail server rejected it. |
Complained | The message was delivered, but the recipient marked it as spam. |
Delivery Delayed | The message couldn't be delivered immediately due to temporary issues, such as the recipient's inbox being full or their mail server being unavailable. |
Unsubscribed | The recipient updated their email preferences to stop receiving similar messages. |
Opened | The recipient opened the email. |
Clicked | The recipient clicked a link in the email. |
Timeline for purchases, reservations, client notes, lead status changing and creation source of contact - ✨COMING SOON!✨