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Email History

See a list of all emails sent to a client via Keeper

Updated over a month ago

Email History

You can see a list of all emails sent from your practice email to a client contact through Keeper:

  1. Go to the client's close

  2. Click Message Client, and then the Email History tab

  3. Navigate to the Sent from practice tab

Client emails will show up in Email History for more than one client if the contact has access to more than one client.

Ex: Bob Smith has access to Client A and Client B, so an email to Bob Smith will show up in the client history for Client A and Client B.


Open Tracking

When you email the client from your practice email in Keeper, you can see whether your client has read your email via the open tracking feature.

To enable open tracking for your practice emails,

  1. Go to your Branding settings under Practice Settings > Client Portal

  2. Select the Practice emails tab

  3. Choose to Enable open tracking

Open email tracking is only available for accounts on the Keeper Premium plan.

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