Overview
The Email Marketing Management module enables both vendors and partners to execute and track email campaigns. This functionality is crucial for nurturing leads, engaging partners, and promoting products or services through targeted communications. Administrators can leverage this feature to monitor the performance and status of all emails dispatched through the platform, ensuring that marketing efforts are effectively managed and delivered.
Key Features
- Outgoing Email List
- Email Status Tracking
- Scheduled Send Time
- Campaign Name Reference
- Detailed Email Information
- Recipient Status View
Viewing the Outgoing Emails List

Click the Lead Engagement Email link in the "Outgoing Email Name" column.
Reviewing Outgoing Email Details

This screen displays the detailed information for a specific outgoing email that has been sent through the platform's email marketing management system. It provides an overview of the email's core attributes, such as its name and the exact date and time it was dispatched. This view is crucial for administrators to review the execution details of email campaigns, understand when communications were sent, and subsequently analyze their performance and recipient status, which can be expanded in the 'Recipients Status' section.
Review the details of the selected outgoing email.
Outgoing Email Information
| Field | Description |
|---|---|
| Outgoing Email Name | The name assigned to the email campaign or communication. |
| Schedule Date/Time | The date and time the email was scheduled to be sent. This field appears to be empty in the current view, suggesting it might be relevant for emails scheduled in the future or that were sent immediately. |
| Actual Sent Date/Time | The precise date and time when the email was actually dispatched by the system. |
Fields
| Field | Description |
|---|---|
| Recipients Status | An expandable section that would typically display detailed information about the email's recipients, including delivery status, opens, clicks, and other engagement metrics. |
Frequently asked questions
- What information can I view for outgoing emails?
You can view the email's status, last modification date, scheduled send time, campaign name, detailed email information, and recipient status. This includes when the email was actually dispatched by the system.
- Who can view outgoing emails?
UPM administrators can view a centralized list of all outgoing email campaigns. Channel partners can also execute and track their own email campaigns within the module.
- How do I access details for a specific outgoing email?
From the Outgoing Emails list, click the 'Lead Engagement Email' link in the 'Outgoing Email Name' column to review its specific details and recipient status.
- What is the 'Recipients Status' section for?
The 'Recipients Status' is an expandable section designed to display detailed information about an email's recipients, such as delivery status, opens, clicks, and other engagement metrics.
- What is the difference between 'Schedule Date/Time' and 'Actual Sent Date/Time'?
'Schedule Date/Time' indicates when the email was planned to be sent. 'Actual Sent Date/Time' shows the precise moment the system dispatched the email.