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FeaturesEmail OutreachLogging Email Batches

Logging Email Batches

Record email campaign data through batch entry logging.

What Is a Batch Entry?

A batch entry is a daily or periodic log of email performance data for a specific campaign. This data feeds into dashboard analytics.

Who Can Log

  • AE and above - Create and edit entries
  • Super Admin - Delete entries

Creating a Batch Entry

  1. Go to Email Outreach > Entry Logs
  2. Click Add Entry
  3. Fill in the form
  4. Click Save

Entry Form Fields

Required Fields

FieldDescription
CampaignSelect from dropdown
Report DateDate of the batch
Contacts LoadedTotal contacts in batch
Contacts ValidatedAccepted by email system
Emails SentTotal dispatched
Emails DeliveredReached inbox
Emails OpenedTracked opens
Emails RepliedAny responses
Emails BouncedFailed deliveries
Positive RepliesInterested responses

Optional Fields

FieldDescription
Negative RepliesNot interested responses
Batch NameIdentifier for the batch
Batch Start DateWhen batch started
Batch End DateWhen batch ended
SalesForge IDExternal campaign ID

Validation Rules

The system enforces logical constraints:

  • contacts_validated ≤ contacts_loaded
  • emails_delivered ≤ emails_sent
  • emails_opened ≤ emails_delivered
  • emails_replied ≤ emails_delivered
  • positive_replies + negative_replies ≤ emails_replied
  • batch_end_date ≥ batch_start_date

24-Hour Edit Window

Entries can be edited for 24 hours after creation:

  • Edit button available during window
  • After 24 hours, entries are locked
  • Super Admin can delete if needed

Tips

  • Log daily for accurate trend data
  • Double-check numbers before saving
  • Use batch names for easy identification
  • Include end dates for multi-day batches