Tracking Email Activity in SpotDraft Contracts

Emails sent via SpotDraft are automatically tracked for bounce, delivery, and open. This tracking can tell you whether a signatory or counterparty of a contract has received and actioned on your email.

Email tracking logs can be found in the Activity Log associated with each contract.

How to Access the Activity Log:

The activity log is readily accessible directly from the contract summary page. To view the log:

1. Navigate to the Contract Record: Open the specific contract for which you want to view the activity log.
2. Locate the Activity Log: On the contract summary page, the activity log is displayed. It shows a chronological list of all recorded actions related to the contract.

What's Tracked?

This email tracking feature provides visibility into key email events related to your contract, including:

• Bounce: Records when an email sent by SpotDraft was unable to be delivered to the recipient. Note that not all bounces are permanent and SpotDraft will reattempt delivery if appropriate. Multiple bounce notifications can appear for the same email if multiple delivery attempts failed.
• Delivery: Indicates when the email sent by SpotDraft was successfully delivered to the recipient. This does not guarantee that the delivery happened to the recipient's inbox. Users may need to check spam folders and move the email to the inbox to ensure delivery.
• Open: Records when the email sent by SpotDraft was opened. See False Positives in Open Tracking for limitations.
• Reply: When using emails for workflows, replies sent by counterparties appear in the Activity Log. The email must be sent with reply-all for the SpotDraft Workflow to be included in the thread.

False Positives in Open Tracking

Open tracking for emails can produce false positives for a number of reasons, including:

• Email service provider scanning
  Email service providers may scan outbound messages for spam or for other reasons. This can include new mailboxes, mailboxes with increased activity, and mailboxes flagged for suspicious behavior.
• Third-party integrations
  Third-party tools or browser extensions may open and scan outbound messages for spam or reporting purposes.
• Recipient spam filters
  Spam filters may open emails as part of their security scanning process.
• Preview pane
  If a recipient views an email in the preview pane, the tracking pixel may download even if they didn’t click on the email.
• Forwarded emails
  Each time an email is forwarded, the tracking pixel is sent along, so each forwarded view counts as an open.
• Accidental copying
  A tracking pixel, which is used to detect if an email has been opened, may be accidentally copied from one email and embedded in another.

Remember, the activity log offers a comprehensive view of all contract actions beyond just email tracking. Explore the log to gain further insights into your contract management process.