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Mail History (EX)

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

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

the mail history section of the message tab

  • 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

Gear to the far right of a distribution reveals a Download Mailing History option

The downloaded Mailing History is 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.

Excel spreadsheet showing distribution history

  • 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.
  • 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.
  • External: This column is not relevant to EmployeeXM projects.
  • 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.
    • Failure: 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.
  • Evaluation Link: This is the recipient’s survey link. Note that this link is unique to the individual survey recipient.

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 for more information.

Gear to the far-right of a distribution scheduled and yet to be sent has an Edit option

Delete Distribution

If you would like to delete scheduled or previous distributions, you can do this by selecting Delete Distribution in the Actions menu.
Gear to the far right of a distribution reveals a Delete Distribution option