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. In the top right of the screen, click your user account icon (2020-05-14_14-34-41.png).
  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.  

You'll be able to view your recent People profiles that you've visited, tags, events viewed, people email, 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. 

Here's what each section will tell you:

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.

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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.  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. 

  • You can also sort by a date range, find any emails that a specific person was sent, or filter by status. 
  • A status will be set to "sent" if the message successfully sent to at least one recipient.
  • A status will be "scheduled" if you schedule an email to go out at a later time/date.
  • A status will be "failed" if no one on your list received the email.  If emails failed, look at this article to get an idea of why: Emails Bouncing or Being Sent to Spam.

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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.

 

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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, find any texts that a specific person was sent, or filter by status. 
  • 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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Comments

18 comments
  • I was trying to send a text reminder to myself to test it out. The status says it is pending, but when I clicked on my name, it says it failed. What does this mean? Will I eventually get it or did it fail?

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  • Hey @angela! 

    Thanks for reaching out. Happy to help! I believe this is what you'll need in determining text history: Viewing Your Text History

    If this does not resolve the issue, please reach out to our Support team via phone or email so that we can troubleshoot with you further.

    Happy to serve!

    Blessings! 

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  • Hi, 

    Is there a way to clear the history tabs?

    Thanks!

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  • Hey @shannon,

    Great question.  As it turns out, there's no way to clear the history tabs.

    I hope this helps!

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  • Is there any way to share access to email history so that membership committee members could share email tasks and track results? Thanks

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  • Hey @info, that's a great question!  I see how that could be helpful.  However, because of privacy, there's no way to share email information, unless you create a generic account that multiple people can access.

    I hope this helps!  Keep up the great work!

    Rob

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  • Concerning texting - I have had some issues where people have replied to my text - but I do not receive it - this has happened twice now. Is there somewhere to check for replys or are texts only 1-way?

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  • @ccollier

    Texting in Breeze is only One Way. Any reply messages would not be received and would return to the sender as invalid. 

    Please let us know how we can continue to serve you!

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  • Thanks Stephen. This is what I thought - but wanted to make sure this was the case & I wasn't missing something. Much appreciate the response back.

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  • How can I see the date I added someone in Breeze?

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  • Hey @tjhall!

    Great question! This can be done a couple of different ways in Breeze by using the built-in features.  

    1. Search People feature:

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options".
    3. Select the criteria of "Added Date" and choose from the options of Range, Date, or Relative.  The results will show up on the right.

    2. You may want to Export People, creating a "custom" Excel export, and simply choose the option of "Date Added". 

    This will allow you to easily see the specific date that each person was added to your system. 

    3. Check the Log of Changes / Audit Trail for Person Created (not the most recommended approach, however, this will let you know what "user" created the new person). 

    4. Set up our automated Notifications to alert you weekly of all of the new people added to the database via email. 

    Hope this is most helpful!

    Happy Breezing!

     

     

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  • Thanks so much!

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  • How often in the email status updated? By that I mean - if I open an email that I sent through Breeze, then open up the report it doesn't show that I've opened it. How long until the status changes from Delivered to Opened?

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  • @mmcmullen

    Usually, these reports are pretty instant. If you don't experience this report to read in any sensible timing, please let us know! We would love to troubleshoot this on the support side of things. 

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  • We scheduled a text to go at 11am today, to tell people that online mass was starting.  Unfortunately, the text went out very slowly, and people received it over the course of an hour, not at 11:00 as we intended.  What happened?

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  • Hey @rmalone! I'm so glad you asked! We're finding that since we bumped up our text limit to 2500 this month, we have had over 400,000+ texts going out per day, so we are most likely experiencing a volume issue in Breeze's text queue. A workaround to plan for would be to try to schedule your text for earlier to account for that it might be delayed in sending. So sorry for any inconvenience this might have caused you guys!

    Blessings,

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  • I don't seem to have a history section. I click on the user account icon and it only has "User Setting" Change Password" and "Notifications" 

    I need to cancel a scheduled email, how do I do this if I can't access my history? 

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  • @Ali

    I'm so glad you asked! This is something that your Primary User or other administrative staff should be able to help get you access to! A quick adjustment and addition to your role permission is all you need here.

    Hope that helps!

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