How to Check if a Customer Has Received an Email from a Marketing Campaign

When running marketing campaigns, it’s important to verify whether individual customers or prospects have received your emails. This helps ensure that communications have been successfully delivered, allows you to track engagement, and supports accurate follow-up activity.

This process is especially useful when:

• A customer claims they did not receive an email.

• You want to confirm delivery for compliance or reporting purposes.

• You’re analysing the success of a specific campaign or communication method.

How to Check a Customer’s Contact History

To verify whether a customer has received a marketing email:

1. Open the Marketing module in your system.

2. Go to View Customer / Prospect.

3. Use the search filters to locate the individual:

   • Enter criteria such as Name and Postcode.

4. Select the correct customer record from the results.

5. Click into the customer record to open it.

6. Look for the History icon (often represented as a clock or timeline symbol).

7. In the History section, you will see a full log of all communications, including:

   • Dates and times of contact

   • Contact methods (e.g. email, phone, letter)

   • Campaign names or descriptions where applicable

This log will confirm whether an email was sent as part of a marketing campaign and show any other contact activity with the customer.

Tips

• If no email activity appears, double-check the email address on the record and ensure the customer was included in the campaign audience.

• Be aware of opt-out preferences or GDPR consents, which may prevent delivery.