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Overview
Once you've sent emails through the AdviserLogic Email System, the Email History section provides a comprehensive record of all sent messages. This allows you to easily verify recipients, confirm delivery, and monitor client engagement through visual status indicators such as opens, clicks, or bounces.
The Email History window includes powerful filtering tools, enabling quick searches for specific emails based on criteria such as recipient, date sent, or sender—helping you stay informed, track outcomes, and effectively manage client communications.
Access
To manage and track your sent emails, navigate to the Emails section from the left-hand menu panel.
Select the History button in the top right corner of the main Email window to access your sent email records.
This will open the Email History window, where all previously sent emails are logged and searchable.
📬 Email History Window
The Email History window in AdviserLogic allows you to monitor all outgoing emails, apply filters for easy searching, and track email activity with visual indicators.
This tool helps you stay on top of client communications and confirm that messages have been successfully delivered or interacted with.
🧭 Layout Overview
The window is divided into two sections:
🔎 Filter Panel (Top Section)
The top section of the History window allows you to use the filter fields to narrow your search and track specific email activities:
Search List | Search by subject, content, attachments, or template name. |
Recipient | Enter a client’s name or email address to locate specific emails. |
No. of Results | Set how many emails to return in the search (up to 3000 for bulk reviews). |
Date Sent | Filter by time period :
|
Sender | Choose the adviser who sent the email |
Search Option | Filter by:
|
Status Checkboxes | Use checkboxes to filter by: ✅Opened (green icon) ❌ Not Opened (red icon) 🔵 Clicked (blue icon) ⚫ Bounced (black icon) | |
After entering your filter preferences, select Apply Filter to update the results.
📋 Email List (Bottom Section – Left)
Displays a list of emails that match your filter criteria. Each entry shows:
Recipient name
Template or subject used
Date and time sent
Delivery status icon indicating whether the email was opened, clicked, or bounced.
✅ Understanding Email Status Indicators
Each email in the history list includes a coloured icon to show its delivery and engagement status:
Icon | Status | Meaning |
🟢 Green | Opened | The client has opened the email. |
🔴 Red | Not Opened | The email was delivered but has not been opened. |
🔵 Blue | Clicked | The client clicked a link within the email. |
⚫ Black | Bounced | The email failed to deliver (e.g. invalid address or server issue). |
📄 Email Detail (Bottom Section – Right)
Once an email is selected from the list, its details will appear here. This section is useful for reviewing the full content of the sent message.
🛠️ Troubleshooting Email Tracking Issues
If you’re unsure why an email isn’t showing the expected status or can’t be found in history, use this guide to help troubleshoot common email tracking issues in AdviserLogic.
❓ Frequently Asked Tracking Questions
Can I check if an email was successfully sent?
Can I check if an email was successfully sent?
Yes. Use the Email History section to confirm the email was sent, view its status icon, and check the recipient.
Where can I find a copy of the email?
Where can I find a copy of the email?
Sent emails are also stored in the relevant client’s File Notes if sent using the To button.
Can I see if a client opened or clicked the email?
Can I see if a client opened or clicked the email?
Yes. The coloured icons in Email History indicate opens, clicks, and delivery status.
What if an email bounced?
What if an email bounced?
If an email is marked with a black icon (bounced), check the client’s email address in their Fact Find and confirm it is valid.
❓ Why is the email showing as not opened?
🖼️ Email Opens May Not Always Be Tracked
Email open tracking depends on the recipient’s email settings. Most email systems detect an “open” when the recipient downloads images or loads the tracking pixel embedded in the message.
Some email clients block tracking pixels or don’t load images by default.
If a client has image loading disabled, the system won’t register the email as opened—even if it was read.
This means an email may have been read, but won’t register as “Opened” unless the client’s mail client allows it.
💡Tip
Don’t assume a red icon (📩) means the email wasn’t received—only that it wasn’t visually opened with tracking enabled. If in doubt check with your client
👉 if it's the first email you have sent, make sure it hasn't gone to their junk or spam folders.
✅Encourage clients to add your email address to their trusted contacts to improve tracking reliability.
❓ What does each coloured icon mean?
Icon | Status | Meaning |
🟢 Green | Opened | The client opened the email. |
🔴 Red | Not Opened | The email was delivered but hasn’t been opened. |
🔵 Blue | Clicked | The client clicked a link within the email. |
⚫ Black | Bounced | The email could not be delivered (e.g. invalid address). |
❓ Where can I find the content of an email I’ve sent?
All emails sent using the To button are automatically saved in the client’s File Notes.
You can also view sent messages under Emails > History, then select the entry to see details on the right panel.
❓ Why isn’t my email showing in the Email History list?
Check the following:
The date range is correct (e.g. last 30 days).
The result limit is high enough (try setting to 3000).
You’ve entered the correct recipient name or subject.
💡Tip
If you're having trouble locating a specific email, try widening your filters to improve search results.
Extend the date range to cover a longer period (e.g. from "Last 7 Days" to "Last 30 Days" or a custom range).
Increase the No. of Results to the maximum (e.g. 3000) to ensure the system returns all matches.
In the Search List field, use partial keywords instead of full phrases—for example, type just the client’s first name, a portion of the subject line, or a unique word from the email content.
This helps the system return broader results and is especially useful when you’re unsure of the exact email wording or date.
❓ Why isn’t tracking showing for my Mail Merge document?
📄 Tracking and Mail Merge – What’s the Difference?
If you use the Generate button instead of Send, the system produces Word documents using mail merge but does not send emails — so no tracking data will be recorded.
This feature is designed for:
Postal mail-outs
Hand-delivered communications
Internal downloads and printing
As a result, no tracking or email history is recorded.
📝 Reminder
If you want the email to be tracked and logged in Email History , always use the Send button.
❓ An email bounced—what should I do?
📧 What To Do If an Email Bounces
A bounced email means the message could not be delivered to the recipient’s address. This is indicated by a black icon in the Email History screen.
Common reasons for bounced emails include:
Typo in the email address
Outdated or inactive email
Recipient mailbox full or server issues
🛠️ How to resolve it:
Go to the client’s Fact Find > Contact Details.
Look for typos, old addresses, or formatting issues.Review and correct the email address if needed.
Save changes and resend the email manually from the Email screen.
🔁 Can I Resend an Email?
AdviserLogic does not currently have an automatic “resend” function. However, you can manually resend a message by:
Going to the client’s File Notes tab (if the original message was logged).
Copying the email content from the File Note.
Pasting it into a new email in the Email section and sending it again.
📌Note
Resending will generate a new File Note if the To button is used.