This feature enables you to view the recent activities of all users in your account - including if they have added, edited or deleted any items - as well as view the email messages that account users have sent from inside the account.
IMPORTANT NOTE: This feature gives you an overview of account activities and email history OVER THE PREVIOUS 14 DAYS. If you need to see user activities prior to that, you should go to the Reports area and run the User Activity Report (under System Reporting).
You can access this information by clicking on the "Activity Log" button in the top right corner of the page/tool for which you want to view that information. This button is available inside the Event and Lead dashboards to provide log information for each Event and Lead; in addition, the button is also available inside many individual tools to provide log information for each tool.
Once you click on the Activity Log link, there are two tabs to view:
- User Activity
- Email History
The User Activity feature lets you view the following information for each user action:
- The name of the user responsible for the action.
- The type of action (edit, add, delete, etc.).
- The area/tool where the action was taken.
- A short description of the action.
- The date and time of the action.
The Email History feature lets you view the following information for each email sent through the @planningpod.com email address:
- The sender and recipient(s) of the email.
- The status of the email (processed, delivered, opened, etc.).
- The subject line of the email.
- The date the email was delivered.
IMPORTANT NOTE: Only emails sent through the system-provided @planningpod.com email address will be tracked in the Email Activity Report. Emails sent through connected email addresses are not tracked in the Planning Pod system.
To View User Activity for a Page/Tool in Your Account:
- Go to the page/tool where you want to view the user activity log.
- Click on the "Activity Log" link in the top right corner and select the "User Activity" tab.
- Either scroll down through the logged information or use the "Quick Filter" field to search for specific words/phrases.
To View Email History for a Page/Tool in Your Account:
- Go to the page/tool where you want to view the email history log.
- Click on the "Activity Log" link in the top right corner and select the "Email History" tab.
- Either scroll down through the logged information or use the "Quick Filter" field to search for specific words/phrases.
Did you know we also offer our Brand New Custom Reporting Engine, Click Here for More Information:
Overview - Planning Pod Reporting Engine
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