> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/email-broadcasts/results-and-recipients.md).

# Results and Recipients

See how each broadcast went: how many were delivered, who bounced or unsubscribed, the email as it was sent, and who received it.

## The Broadcasts list

The **Broadcasts** tab lists everything you've sent, newest first, grouped by month. Each broadcast sits on one line:

| Column              | What it shows                                                                               |
| ------------------- | ------------------------------------------------------------------------------------------- |
| **Broadcast**       | The subject, then who it was from, the audience and the date                                |
| **Sent**            | How many emails went out                                                                    |
| **Delivered**       | A bar: green for delivered, orange for bounced, then the delivered percentage               |
| **Needs attention** | Up to two labels such as **2 unsubscribed** or **4 bounced**, with **+1** if there are more |

Use the search box, **Hide test sends** (small sends and test audiences), **Needs attention**, or the sender list to narrow it down.

Results come from Resend, the email service. They fill in over the few minutes after a send. Click the refresh button at the top to check for the latest.

## The results panel

Click a broadcast to see its results on the right:

* who it was from, the audience and the date,
* the delivered percentage and how many of how many,
* **Opened** and **Clicked** (see [Opens and clicks](#opens-and-clicks)),
* **Needs attention**: anything that went wrong, each with a button to act on it.

| In Needs attention    | What it means                                                 | What to do                                                 |
| --------------------- | ------------------------------------------------------------- | ---------------------------------------------------------- |
| **unsubscribed**      | They clicked the unsubscribe link                             | **Opt out**. See [below](#opt-out-people-who-unsubscribed) |
| **marked it as spam** | They reported the email as spam                               | **See who**. They won't get broadcasts again               |
| **bounced**           | The email didn't arrive                                       | **See who**, then fix the address. See [Bounces](#bounces) |
| **delayed**           | Their inbox was full or their server busy. It's being retried | Usually nothing                                            |

If nothing went wrong it says **Nothing. Every email was delivered.**

## Recipients

Click **Recipients** in the results panel, or **See who** next to a problem.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-552eb3bb65018f60579f5c6fbec426f88b812317%2Femail-recipients.gif?alt=media" alt="The Recipients window: tabs for Delivered, Bounced, Delayed, Unsubscribed and Spam. The Bounced tab lists each person, their email, their adviser and why it bounced."><figcaption><p>Recipients, by what happened. All names are examples.</p></figcaption></figure>

The tabs split recipients by what happened, with a count on each. Each row shows:

* the **person**, linked to their record (or **Not in Salesforce** if the address isn't on a client),
* their **email**,
* their **adviser**,
* **what happened**.

Fifty people load at a time. Click **Show more** for the next fifty. Search by name or email, or filter by adviser, within what's loaded.

### Bounces

A bounce means the email didn't arrive. The **Bounced** tab says why:

* **Address doesn't exist**: the address is wrong or has been closed. Update the client's email on their record.
* **Inbox full or busy, will retry**: a temporary problem. Nothing to do.

## View the email

Click **View email** to see the email exactly as it was sent. If no copy was kept, you'll be offered a link to see it in Resend.

## Opt out people who unsubscribed

When someone clicks unsubscribe in a broadcast, Resend stops sending them broadcasts straight away. Their client record should also show them as opted out of email, so nobody emails them by hand.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-e6a4163865e26132822ef13c8adec891d8c7831b%2Femail-optout.gif?alt=media" alt="Review and opt out: a window lists the people who unsubscribed and the broadcast they unsubscribed from. Opt out all ticks Email Opt Out on each, and they show as Opted out."><figcaption><p>Opt everyone out in one click. All names are examples.</p></figcaption></figure>

1. Click **Review and opt out** in the red banner, or **Opt out** in a broadcast's **Needs attention**.
2. Check the list: each person, the broadcast they unsubscribed from and when.
3. Click **Opt out all**. **Email Opt Out** is ticked on each of their records.

People who unsubscribed but aren't in Salesforce are counted separately. There's nothing to change for them.

## Opens and clicks

**Opened** and **Clicked** show **Not tracked** until your firm switches tracking on. To switch it on, click **Turn on tracking** in the grey banner, choose **Opens**, **Clicks** or both, and click **Save**.

Tracking adds an invisible image to each email and sends links through a tracking address. It applies to new emails only, so earlier broadcasts stay **Not tracked**. Some mail apps, such as Apple Mail, open emails automatically, so open rates run high.

## On the client's timeline

Every broadcast a client receives also appears on their household's **Activity Timeline**, so anyone looking at the client can see what they've been sent. Use the **Broadcasts** filter to see only these.

Each broadcast shows its subject, the address it went to, whether it was delivered, and the **Audience** it was sent through, which answers "why did they get this?".

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-34bf6ffb5831ec15b555e5aaa8d4b29617e9a6a9%2Femail-household-timeline.png?alt=media" alt="The Activity Timeline filtered to Broadcasts"><figcaption><p>All names shown are examples.</p></figcaption></figure>

Click the subject or **View email** to open the email beside its delivery history. Where a copy was kept, you'll see the email as that person received it, with their own greeting. Otherwise you'll see the subject and delivery details only. **View details** opens the email inline on the timeline instead.

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2Fgit-blob-c7631e947edaf6f162cdea11e87e660b9472d66c%2Femail-timeline-preview.png?alt=media" alt="A broadcast opened from the timeline: the email and its delivery events"><figcaption><p>All names shown are examples.</p></figcaption></figure>
