Enrolment journey

Correspondence

The organisation-wide ledger of every email and every event on every family's record.

Email tab

Correspondence, Email tab: the outbox ledger with status filters
Fig. 28Correspondence, Email tab: the outbox ledger with status filters
  • Status filters: All, Waiting, Sent, Failed and Cancelled, with counts.
  • Period: last 30, 60 or 90 days, all time, or a custom range. Plus centre and brand.
  • Each row shows recipient, subject and preview, family, status, when, and who sent it (a person or Automation).
  • Click a subject to read the full message.
  • Withdraw anything still queued. Send again revives a failed message once its cause is fixed.
How sending worksMessages queue as Scheduled until due, then a mail job sends them and marks them Sent. If mail sits in Scheduled, check the send delay chosen on the template or rule.

Activity tab

Correspondence, Activity tab
Fig. 29Correspondence, Activity tab
  • Everything that happened on every family's record in your centres, in one list: calls and how they ended, texts and emails (and opens), tours, stage moves and notes.
  • Same period, centre and brand filters, plus search, sortable headers and 10 to 100 rows a page.
  • Click any row to open the family.

Updated 2026-11-06 · nurtra.ai