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Mail History (EX)

Qtip: This page describes functionality available to Engagement and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects. For Lifecycle projects, emails are managed in the Emails tab.

About the Mail History Section

The Mail History tab summarizes the Status, Recipient details, Subject, Date, and how many emails were sent out. Additional distribution information can be downloaded in the Actions menu. These different details and options allow you to manage your email distributions and monitor progress.

Understanding Your Mail History

Status: Indicates the status of a distribution. Note that the status for individual emails in a distribution could be different. For example, if you send a distribution to 10 people and 5 emails send and 5 bounce, the status will still be green.
- Gray: The mailing is scheduled to be sent.
- Yellow: The emails are currently being sent.
- Green: The mailing is out for delivery.
- Brown: Completed with error.
- Red: There was an error.
Recipient: Specifies who the distribution was sent to. Subset: [condition] indicates you conditionally sent messages. Otherwise, an email or large group (i.e., All Evaluators) will display here.
Qtip: If you want to see every person the distribution was sent to, see Download Mailing History below.
Subject: Specifies the type of message sent out. This can be either Participant Invite, Participant Reminder, Dashboard, or Validate Org Hierarchy. See Email Messages Overview for more information.
Date: Specifies the date the message was sent out or will be sent out. If scheduled for a future date, the time remaining until delivery will appear in small red text below this time.
Emails Sent: Indicates the number of emails successfully sent for that specific distribution.
Qtip: If the same messages are getting sent to the same email address within 12 hours, Qualtrics will screen out the duplicate emails after the initial email sends. However, if the message is even slightly different for the duplicate email addresses, or if the email addresses are at all different, the emails will still send.

Download Mailing History

To export the history, click Download Mailing History.

Then, choose the desired delimiter (CSV/TSV/SSV) and field enclosure (“, ‘, empty) for your file. Once finished, click Download history. You can open this file on any spreadsheet editor on your computer.

This file contains a list of all the email recipients along with the current status of each survey invitation. This downloadable history allows you to investigate which specific recipients are not receiving the survey invitation.

PersonID: A unique ID for the participant that is generated by Qualtrics. This can be used to search for the individual in the Participants tab. Just paste the PersonID into the Search bar.
Attention: PersonID will not be present in the downloaded file if the Pseudonymization policy is enabled.
First Name: The participant’s first name.
Last Name: The participant’s last name.
Email: The participant’s email as specified in the Participants tab.
User Name: The participant’s user name as specified in the Participants tab.
Qtip: While a participant’s user name is often their email, this may not always be the case. Be sure to double check the participant’s information in the Participants tab to confirm this information.
Status: The status column helps you monitor whether the recipient received the message. Below is a descriptive list of possible status conditions.
- Success: The email successfully left Qualtrics email servers.
- Bounced: The email did not reach the recipient’s inbox. This could be for a number of reasons: the email address doesn’t exist, the receiving server has a high security firewall, the receiving mailbox is full, the recipient server is offline, etc.
- Duplicate: The email was not sent because it was a duplicate. Duplicate emails are emails with the exact same message (distribution type, subject line, email body, and attachments) and recipient as another email that was sent.
  Qtip: Duplicate emails are screened-out if sent within a 12-hour window of each other. Any identical emails sent to the same participant within 12 hours – even through different distributions – will be marked as duplicates and blocked.
- Failed: The email failed to send. Usually, this is because the from address for the email is using an invalid email domain. To use a custom email domain in the from address, it must be configured for use in Qualtrics. See Using a Custom From Address for more information.
Timestamp: The timestamp of when the participant’s status changed. This is displayed in ISO 8601 format in the UTC time zone.

Qtip: If a participant is deleted from a project, then they will not be included in the downloaded mail history. However, any emails sent to them will still be counted in the email stats displayed in the mail history tab. This can lead to a fewer number of emails in the downloaded mail history than what is shown in the mail history tab.

Edit Distribution

If you would like to edit scheduled distributions, you can do this by selecting Edit Distribution in the Actions menu. You can adjust any aspect of your message here. For more information, visit Email Messages Overview.