Messaging & Inbox

Message log

See every email and text ServFlo sent, held, skipped or failed, and why.

Engage → Messages lists every email and text: sent, held for quiet hours, skipped (and why), failed, and customers' replies. Use it to check that a reminder went out or to find out why one didn't.

Engage → Messages with status, channel and automation filters
Every message with its status and where it came from.

Find a message

Go to Engage → Messages.

Choose a View: All messages, Replies or Conversations.

Filter by Status, Channel or Automation, or Search address, subject, text or customer.

Click View to open a message.

The message page shows it As the customer sees it, who it went To, what it's About, which automation sent it, and a Timeline of what happened.

A customer's messages are also on the Messages tab of their customer page.

Statuses

StatusWhat it means
QueuedWaiting to go.
DeferredHeld for quiet hours or the daily email limit; it says when it goes.
SentHanded to the carrier or email service.
DeliveredThe carrier or email service confirmed delivery.
Test modeLogged, never sent, because the channel isn't set up yet.
SkippedNot sent, with the reason: consent doesn't allow it, a link was missing, a limit was reached.
FailedThe send failed, with the reason.
BouncedThe email bounced or was marked as spam; the address is now blocked.
CancelledWithdrawn, for example because the visit was rescheduled or canceled.
ReceivedA reply from the customer.

Where it came from

The From column says Automation, Sent by your team, Test message, Reply, or Sign-in code (a customer portal sign-in code the customer asked for).

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