Monitoring deliverability and member engagement is essential for managing communications with volunteers, contractors, and event staff. Using the Campaign filter alongside action shortcuts in the Members module, you can evaluate broadcast performance and deploy targeted follow-up reminders in just a few clicks.
Step 1: Filter Your Community by Delivery Status
To audit incoming email delivery states and structure your CRM follow-up segments:
Open the Members module.
In the sidebar, create an organization folder (e.g., Campaign CRM) to group your tracking views.
Click the Filters button and select the Campaign filter.
Expand the status criteria dropdown to isolate your target audience segment:
Opened: Displays all members who opened your message (used to calculate open rates and measure direct engagement).
Delivered / Sent: Gathers emails successfully delivered to inboxes that have not yet been opened.
Pending: Identifies individuals who exercised GDPR opt-outs or requested not to receive further platform communications.
Bounced: Flags incorrect, invalid, rejected, or deleted email addresses requiring manual data cleanup.
Click Save View to store these filtered segments as permanent dynamic views for your CRM workflows.
Step 2: Quickly Follow Up with Members Who Have Not Opened the Email
To re-engage recipients who have not yet read your communication:
Open your saved view for delivered but unopened messages (or apply the status filter Delivered while excluding Opened).
Select Members: Check the boxes next to the individuals you want to target, or check the master checkbox at the top of the table to select the entire segment.
Open Action Menu: Click the three dots actions menu located next to the field edit button.
Launch Dispatch:
Scroll down the action options and click Send Campaign.
Select the reminder campaign or template you want to re-broadcast.
Confirm the prompt to dispatch the follow-up instantly.