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Are there any Nintex Salesforce Reports to monitor deliverability

  • February 26, 2019
  • 3 replies
  • 16 views
R

I use Docgen to email out letters to students. Is there an add-on report option to track who has opened the email and or viewed the DocGen attachment?

    3 replies

    DocFather_Ray
    Nintex Employee
    • DocFather_RayNintex Employee
    • Nintex Employee
    • February 26, 2019

    Hi,

     

    If you deliver the file using a Salesforce HTML template, the 'opens' can be tracked inside of Salesforce in the email activity. Unfortunately this is limited to just the email reads, not the document opens. 

     

    Best,

    - DocFather Ray (Please accept response as solution if the post solves your question. Thanks!)
    R

    How do I go about using the Salesforce HTML template? I'm using an attachment in the emails.

    Albrecht
    • Albrecht
    • July 31, 2020

    Hello,

    I've been using Docgen to email PowerSchool reports with final grades to students. Is there any template to check the time for opening documents? Thank you.

    Stefan

     

     

     

    FAQ: Guidelines for Configuring Deliverability Settings for Emails Sent from Salesforce

    https://help.salesforce.com/articleView?id=emailadmin_deliverability essaydune

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