The Send Tracker is a great place to monitor and track Sends from all users within your account.
In this article, we'll take a look at this page and all the information that it contains. For an overview of this page, check out our Sendoso University course!
Overview
The Send Tracker is a page where you can monitor the statuses of all of your Sends. You'll be able to filter the list by Status, Gift Type, Date Range, etc.
You will also be able to resolve any Send Issues that arise and approve Sends that require review.
Additionally, on this page, you'll be able to download a CSV file of all of the Sends for your own records.
Finally, if you want to check a particular Send's journey, you're now able to click on each individual Send to review the details.
More Filtering Options
The variety of filters available makes it super easy to only see the Sends that you need to reference.
You're able to filter the Send Tracker by:
- Status
- Gift Type (Amazon, Direct, eGift, Inventoried, Online Experience and Swag Store)
- Date Range
- Team
- Campaigns
- Mode (whether a Send was initiated in Test Mode)
With all of these filtering options, you will have a great way to view the information and data you need to track the activity on your account.
Downloading CSV
Once you filter your Send Tracker and have the ideal view ready, you can download a CSV file so that you can process this information in a way that suits your business needs.
Once you click the CSV download button, you'll receive an email with the CSV file, or you can wait on the page for the download to begin.
Please note: If you're attempting to get a CSV file for Sends from All Time, it may take several hours to process, especially if you have a lot of Sends. Plan accordingly!
Tracking Physical Sends
Once tracking information is available for physical gifts, your Send Details will update and provide you with a link to check the progress of the shipment. Simply click the Send ID link on that Send's row.
You'll be taken to the Send Details page for that send and at the top, you'll see a Track Order link.
Viewing Send Details
In addition to checking physical Send tracking information, you're able to check Send Details for every type of Send. These details include:
Send Info
Recipient Message
Gift Details
Activity Updates
Cost
Taking Action on Sends with Issues
Also within the Send Tracker, you are now able to approve Sends that have issues and are on hold. Sends can be on hold for a number of reasons, but for processing Sends with issues, these holds occur due to insufficient funds, or a suspicious recipient email.
To review Sends with issues, click the Pending link next to All Sends at the top.
Once you've had a chance to review these Sends, you'll be able to either Approve or Cancel them.
Please note that Sender users can only cancel Sends. As a Manager or Admin, you will be able to approve the Send.
For more information on Send Issues, click here.