Display, sort and filter trigger mailings table
Step by step
-
On the tab of the mailing list, click the Mailings agent > Trigger mailings tab.
The table provides an overview of all the trigger mailings created in this mailing list (timed trigger mailings and action mailings).
The symbol in front of the trigger mailing in the table shows which type of trigger mailing it is (timed trigger mailing or action mailing) and the current status of the trigger mailing.
Symbol
Mailing type
Description
Timed trigger mailing
Timed trigger mailings are represented as stylised calendars.
Action mailing
Action mailings are represented by an arrow pointing right.
- To sort the table by columns, double-click the relevant column header, for example, Name.
-
You can filter the trigger mailings using the filter input field (View and filter the mailings table).
-
In addition, you can filter the trigger mailings using the filter drop-down list.
Note: If you set filters both in the filter input field and in the ‘Filter’ drop-down list, only trigger mailings that fulfil the criteria of both filter settings are displayed.
Select one of the following entries in the drop-down list:
- All trigger mailings: Does not filter the trigger mailings.
- Draft: Shows all trigger mailings with Draft status.
- Approval requested: Shows all trigger mailings whose status is set to Approval requested.
- Approved: Shows all trigger mailings whose status is set to Approved.
- Active: Shows all trigger mailings whose status is set to Active. For timed trigger mailings, this means that their dispatch has been activated. For action mailings, this means that they were assigned to an action sequence and are thus ready for dispatch.
- Inactive: Shows all trigger mailings whose status is set to Inactive. For timed trigger mailings, this means that their dispatch has been deactivated. For action mailings, this means that they have been deleted from an action sequence and thus they will no longer be sent.
- Birthday mailing, anniversary mailing, reminder mailing, follow-up mailing, interval mailing: Displays the respective timed trigger mailing types. All statuses are displayed.
-
Action mailing: Displays all action mailings. All statuses are displayed.
Symbol |
Symbol |
Status |
Description |
---|---|---|---|
|
|
Draft |
The trigger mailing is set to ‘Draft’ status. It can be edited and then tested for quality. |
|
|
Approval requested |
Approval was requested and a reply is pending. If approval is granted, the trigger mailing is set to ‘Approved’ status. If approval is rejected, the mailing is reset to ‘Draft’ status. |
|
|
Approved |
The trigger mailing has been approved. The dispatch can be activated and/or the trigger mailing can be selected. |
|
|
Active |
The status of the trigger mailing is set to ‘Active’. For timed trigger mailings, this means that their dispatch has been activated. For action mailings, this means that they were assigned to an action sequence and are thus ready for dispatch. |
|
|
Inactive |
The trigger mailing is set to ‘Inactive’ status. For timed trigger mailings, this means that their dispatch has been deactivated. For action mailings, this means that they have been deleted from an action sequence and thus they will no longer be sent. |
For active or inactive trigger mailings, the Information table column shows whether and how often the trigger mailing was sent.
Status of trigger mailings An overview of the statuses of timed trigger mailings and action mailings can be found in the Table – Status of trigger mailings.
- The table now displays only the trigger mailings that correspond to your filter settings. The filter settings serve only to improve the clarity of the table and do not influence whether trigger mailings are sent or which trigger mailings are sent.