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We're trying to track the number of emails that we're sending during the case journey. These emails are getting triggered by flows. For instance, if a case gets moved into a particular status, an email is sent to the client requesting additional information. We would like to track the number of emails that are getting sent by the type of email. Is there a way to track these? I tried the built in HTML email report but didn't work. Thoughts?   

2 answers
  1. Jun 10, 7:38 PM

    @Janet Siggers Foster

    Yes, this is possible, but not really through the standard email reports alone.

    Since the emails are being sent via Flow, a common approach is to log each send event in a custom object or EmailMessage tracking setup.

      

    You can populate fields like email type, case status, and timestamp at the same time the Flow sends the email, and then report on that object. 

     

    If you don’t want custom logging, another option is using Enhanced Email reporting, but it’s usually not enough for “by email type” level tracking in journey-based flows.

    So in most cases, teams go with a simple Flow-based logging approach for accurate reporting. 

     

    Hope it works!

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