You can check the status of each CertDash request in your EXEMPTAX account. This way you can monitor if your customer opened your email or if the email bounced to check why your customer did not respond to your CertDash request. Knowing the reason of unanswered CertDash email requests for each of your customers allows you to fix issues immediately.
Please keep in mind that access to campaign processes might be restricted for some user roles; please contact your EXEMPTAX account owner to check if you have sufficient access rights to perform this function.
The following documentation outlines how you can view and react to unanswered CertDash email requests.
1. Select "Campaigns" in the menu bar and press the "Manage Campaigns" function. From there, you will see all campaigns previously submitted. Press on the "Campaign ID" button of the particular campaign you want to check.
2. Once inside a campaign press the "Delivery View" option.
3. As soon as the delivery view is activated, you see a detailed status of each CertDash email request submitted. In this example, you will resend a new CertDash email request to the customer who has not opened the previous request.
TIP: As a shortcut, you can maintain the customer master record to fix a bad email address by pressing on the Company link and editing the customer profile.
Note: If you'd like to aggregate and review potential delivery errors including bounces, you may also export them locally by navigating to Reports -> Builder section, and selecting the Delivery Error report as outlined below:
4. Once inside the selected customer record, you have several choices to provide your customer with a new CertDash request.