Follow-up on your reminder activities

You are following up with your clients through your Clearnox tool and want to have good visibility on all the follow-up actions taken. The Monitor> Activities page will be very useful to you.

You are following up with your clients through your Clearnox tool and want to have good visibility on all the follow-up actions taken. The Monitor> Activities page will be very useful to you.

The follow-up tracking page offers two views: the default view showing all reminders sent and a second view organized by reminder batches, which represents grouped mailings.

History of your activities

1. The activity history page includes: 

• All reminders sent: each row corresponds to a client.

• Search field: to quickly find a reminder.

• Filter: 

  • By actor who has performed the activity

  • By media

  • By type of activity: advance notice, reminder, thank you mail

  • By reminder-level, this is only available for reminders

The reminder-level has been added to the functionalities as of end 2024. Activities send before this date will not have this information and therefore cannot be the result of this filter.

• By date the activity is executed

• Export: helpful for analyzing failed reminders and updating contact details if necessary.

2. Status of a Reminder: There are four possible statuses, each associated with specific media. 

3. Details of a Reminder: Accessible from the "View" column in the activity history table.

This page gives an overview of the reminder sent. The display and available actions depend on the media type:

Email: Preview of the email sent.
Mail: Shows the generated mail, which can be downloaded or printed.
Phone or Other Media: Displays data related to the follow-up.

The account administrator can delete activities by clicking the "Delete" button. This is particularly useful for removing test actions that should not affect your statistics.

If you want to learn more about finding reminder batches related to grouped mailings by scenario, visit this article.