Activity Log
Track which emails planni has sent, to whom and with what status.
Goal
The Activity Log shows you which emails planni has sent, whether through an automation, from the inbox, or as an invoice.
Prerequisites
Access to Settings → Activity Log.
Steps
Viewing email activity
Open Settings → Activity Log. The Emails tab lists every email sent, with:
- Sent At: when it was sent.
- Recipient: the email address it was sent to.
- Template: the email template used, if a template was used.
- Subject: the subject line of the sent email.
- Status: for example "Sent".
- Source: where the send was triggered from.
Finding an entry
Use the search or the filters above the table to show, for example, only emails to a specific address or within a date range. Save a filter combination for later with a custom view (the "+" next to the tabs).
Result
You can see at a glance whether and when a particular email was sent, for example to check whether an order confirmation actually went out when a customer asks.
Pitfalls
An expected email does not appear
Check whether the related workflow was active, or whether the email was possibly sent manually from the inbox instead of through a template.