Who can use this feature?
- All roles with access level "standard" or higher
- Available on all plans
Your Catalyst administrative team can configure emails to send to customers on your behalf (via playbooks, manual email). When these emails get triggered, Catalyst routes them to the Email page for your review, prior to sending.
Review pending emails
Catalyst notifies you via email when an email needs your approval. You can edit emails, approve, or reject.
- From the Email sidebar, open the Needs Approval tab (also known as your "outbox").
- For each email that needs your approval, you'll see the following:
- Date triggered
- Playbook name, description, and type
- Qualifying account, contact, opportunity, or other object associated with the email
- Related account (if triggered on a contact or opportunity object)
- Optionally edit the email recipients, subject, or body.
- Choose to approve or reject:
- Approve: Send the email. Move the selected email(s) to the Approved tab with a timestamp
- Reject: Do not send. Move the selected email(s) to the Rejected tab with a timestamp
Track delivery and engagement of approved emails
Use the Approved tab to see the delivery status and engagement stats of all approved emails.
Delivery statuses
View the delivery status for each recipient by clicking into the email and viewing the status tooltip. Delivery status is dynamic based on changes in status for each recipient.
- Queued (grey dot): Email ready to send, but not yet sent
- Delivered (green dot): Email sent and delivered successfully
- Deferred (orange dot): Email soft bounced. Catalyst will retry send for 72 hours, after which the email moves to "Bounced" status if retry fails.
- Bounced (red dot): Email hard bounced. Recipient email address does not exist, address is invalid, or address has been reported as spam.
If an email has multiple delivery statuses across recipients, we will show the top-level status using the following logic (the top-level status is dynamic based on the changing delivery status of each recipient); If at least one email has been delivered, we will show the status as ‘Delivered’:
- If at least 1 email has been delivered, the top-level email status is "Delivered" (number of emails delivered/total number of emails sent) with a green tag; timestamp is the time of delivery of the first email.
- If all emails have been delivered, the status is "Delivered" with a green tag; timestamp is the time of delivery of the first email.
- If all emails are queued, the status is "Queued" with a gray tag; timestamp is the time of approval of the email.
- If all emails have been bounced, the status is "Bounced" with a red tag; timestamp is the time of bounce of the first email
- If all emails have been deferred, the status is "Deferred" with an orange tag; timestamp is the time of deferral of the first email.
Engagement statistics
View the engagement statistics for each email.
-
Open Rate (unique): Number of unique recipients that have opened opened the email divided by the total number of delivered messages within that specific email multiplied by 100 ➡
[unique opens]/[total emails delivered]x 100 -
Click Through Rate (unique): Number of unique clicks divided by the number of unique opens within an email multiplied by 100 ➡
[unique clicks]/[unique opens]x 100 -
Bounce Rate: Number of hard bounces divided by the total number of emails sent within an email multiplied by 100 ➡
[hard bounces]/[total emails sent]x 100