Viewing Your History

If you've ever wanted to see a list of actions you've taken in Breeze you can do so in the "History" section.

To Access History

  1. Navigate to the "Account Settings" (Image_2020-05-07_at_1.31.50_PM.png) on the top right.
  2. Click "History" in the dropdown menu
  3. On the left-hand side choose the option of your User History that you would like to see.  

Role Permissions needed to View History (History)

You'll be able to view your recent People profiles that you've visited as well as your tags, events viewed, emails sent and texts sent.

The history is specific to your account.  You will not see history of any other user. For instance, emails and texts that were sent by another user (or by Breeze on your behalf) will not appear here

The first three sections (People, Tags, Events) are a more extensive version of what you see on your account dashboard

People History

View which profiles you've visited and when.  

Particularly helpful if you are trying to remember the name of a new individual and you know you looked at their profile recently. The People History page will show the last 50 profiles that you have viewed. Each view of the same profile counts as a separate instance.  

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Tags History

View which tags you've visited and when.

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Events History

See which events you were recently viewing and what date the event fell on.

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Email History

Email is where things get really helpful!

Check out a history of every email that you've sent from your user.  You'll see the recipient (or group of recipients, including how many people you've sent the email to).  You'll see the subject of the email (to help with the context of what the email was about), the status (sent, scheduled or failed) and the date that the email was sent on. 

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If you click on any email line you'll see a deliverability report which will give you a breakdown of who received the email, who opened the email, and who it failed to send to.

The Open rate is when someone opens the email that is sent from Breeze. This allows you to see how many opened the email in their email provider. The Click rate helps to determine if someone clicked on a link that was sent in the email. This differentiates whether someone opened the email or clicked on the link in the email.

When viewing your email history, it's expected to see individual or group emails listing out the mail merge field (ex. [FIRSTNAME]) instead of seeing the recipient's name in that spot. Breeze will automagically fill in the name in the view that the recipient sees in the sent email.
Emails in your History cannot be hidden or removed. Your Email History is user-specific which means that you are only seeing emails that are sent by you. For a comprehensive view of all emails being sent by your users, check out the Log of Changes / Audit Trail.

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Text History

Check out a history of every text that you've sent.  You'll see the recipient (or group of recipients, including how many people you've sent the text to).  You'll see the content of the text, the status (delivered, scheduled or failed) and the date that the text was sent on. 

  • You can also sort by a date range, or find any texts that a specific person was sent.
  • A status will be set to "delivered" if the message successfully sent to one or all people.
  • A status will be "scheduled" if you schedule an text to go out at a later time/date.
  • A status will be "failed" if the message failed for everyone.
  • A status will read "Delivered | Failed" if a certain number of people received the text and a certain number did not. 
  • If you click on any text line you'll see a deliverability report which will give you a breakdown of who received the text and who it failed to send to and why.

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A role permissions change doesn't change the history. It will still appear. It will still display the elevated history of the previous role because the history isn't role/permissions dependent, it is User dependent.

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