Track and Follow Up



How do I resend an Invitation or Card to someone on my list?

To resend an Invitation or Card to a recipient, do the following:

  1. On the Tracking page of the mailing, place your mouse over the Manage menu to the right of the contact you would like to resend to and select "View Resend Options."
  2. Click the "Send Me This Invitation/Card" button. This contact's personal envelope will be sent to the primary email address on your account.
  3. You can then forward that email to the contact from your personal email account. Remember to remove the "Fwd:" from the subject line of the email, and to delete any forwarding information from the top of the email.

What is the best way to follow up with guests that have not yet responded?

We offer a few follow up tools to help you increase the response rate for your event. None of the follow up tools cost additional Coins.

After you send your mailing, we recommend turning your Delivery Optimizer to On. The Delivery Optimizer will resend to all of your unopened statuses after 72 hours.

You can set up your Automatic Reminder to go out closer to your event date. You can choose the groups of guests to send this to - you can remind your Attendees of the event and also gently encourage your Opened and Unopened statuses to RSVP soon.

There is also a Write a Message tool that is useful when you need to send a mass message to your guests.

The Follow Up From Your Email tool allows you to resend a non-personalized version of your card to everyone that remains Unopened from your own email.

How do I resend a card to or follow up with an individual?

If you need to resend a personalized card to an individual, navigate to the Tracking page and hover over the Manage drop down for the guest. Choose "view resend options" to reveal a few methods to resend or reach out to the guest.

You can send the card to your own email, which you can forward to the guest. This is a useful method to ensure the guest recognizes the sender and improves the response rate, if the guest did not respond initially.

You can also find the link to the personalized card if that is easier to pass on.

Under the same Manage drop down, you can also choose the "Write a Message" option. This allows you to send a message just to the individual guest. This is useful if you'd like to respond to a comment the guest left you through the reply card.

Can I manually edit a guest's status and/or attending number?

Navigate to the Tracking page of your mailing from the "Post Box" menu in the main navigation bar or directly from the Sent folder of your Post Box.

Place your mouse over the Manage menu to the right of the contact you would like to edit to and select "Edit this contact."

You can edit the guest's name, status and total attending number here. Simply click "save" when you are done, to update the Tracking page.

Note: You will not be able to edit the email addresses of contacts on the Tracking page. To rectify any mistakes in a Bounced email, you must re-add the contact with the correct email on the Delivery page of the mailing as if it were an entirely new contact. This will cost 1 Stamp, and may cost more Coins.

Can I change a guest's Total Invited number but not affect the number of people other guests are allowed to bring?

Yes; you can set the "Total Invited" number on the Details page of your event, but if you would like to allow a different Total Invited number for specific guests, follow these directions:

  1. Go to the Delivery page of your event, and click the name of the guest whose Total Invited number you would like to change. Information will drop down below his or her name.
  2. Adjust the Total Invited drop-down menu to reflect your desired changes.
  3. Remember to click the Save button for each guest you update.

Why can't I send my card to the same email address more than once?

You can only send a mailing to one email address through the system once. This is to help you from accidentally sending the same mailing to an email address multiple times and it is also to ensure the recipient is not overwhelmed by the same mailing.

If you need to resend a mailing to your recipient you can do so from the Tracking page. The steps can be found here.

What does "Bounced" or "Unsubscribed" mean on Tracking, and what should I do about it?

Bounced:

"Bounced" next to a contact on your Tracking page means that an invalid email address was entered. To "resend" to the person's correct email address, you must go back to the Delivery page of the event, add the correct address to the Guest/Recipient List as if it were an entirely new contact, and click "Send to All New Guests/Recipients." You can then delete the incorrect email from your Tracking page and from your Paperless Post Address Book.

Unsubscribed:

"Unsubscribed" next to a contact on your Tracking page means that the recipient of your invitation or card has either unsubscribed from all Paperless Post mailings or has reported your email as spam. If you have an alternate address, re-enter the new email on the Delivery page as an entirely new contact and click "Send to All New Guests/Recipients." Or you can send the link to his/her card through your personal email and not through the Paperless Post site. To do this, go to the Tracking page, choose "view resend options" under the Manage drop down for the contact, and copy & paste the URL in "Link to Card" into an email to him/her. You may also want to notify this person of the issue so that he/she can Contact Us to be removed from the unsubscribe list.

I accidentally sent to the wrong email address. How do I fix this?

If you accidentally sent a card to the wrong email address, you can correct the mistake by going to the Delivery page and entering the correct name and email address to send again. You will use the same amount of Coins that you used to send each card initially.

You can remove the contact from your Tracking page to avoid confusion. You should also remove the wrong email from your Address Book to avoid incorrectly sending again in the future.

Note: Recipients have the ability to update their email address on the reply card, which is helpful if they have recently changed their email address or would prefer that you send mailings to a different email address. When a recipient changes the email address, a new entry will appear on your Tracking page.

How can I sort or print my Tracking page? Can I export the information into a spreadsheet?

Navigate to the Tracking page of your mailing. Use the "Sort" drop-down menu on the toolbar above the guest/recipient list to select whether you'd like to organize your list alphabetically (by name or by email address) or by the date that the contact was added.

If you need more flexibility with sorting, the best thing to do would be to export your Tracking page into a spreadsheet. The spreadsheet will export everything on this page (names, emails, statuses, comments, etc.) and you can easily organize your data within the spreadsheet.

The print list function does not currently have options to sort. Therefore, you should export to a spreadsheet if you need to sort.

How can I remove someone from my Tracking page? Can I add them back?

To delete someone from your Tracking page, find them in your list and hover over the Manage drop down. Choose "delete this contact" to remove the contact from your list. This does NOT retract the card from this contact, nor does it remove the ability to respond. Removing a contact from the Tracking page simply removes the contact from this page and any response submitted will not be visible to you.

You can always add the contact back by returning to the Delivery page and re-entering the name and email. This will NOT resend the card - it will simply re-add the contact to your Tracking page, with his/her most recent status (Attending, Regrets, Opened, or Unopened) and any comments left intact.

Will I receive an email each time someone RSVPs or leaves a comment?

For Note Cards, you will receive an email when a recipient leaves a comment for you.

For other mailings, RSVPs and comments from your guests will go directly to the Tracking page and will not be emailed to you. To navigate to the Tracking page, hover your mouse over "Post Box" in the main navigation bar and click the name of your event under the Sent heading. You'll be taken directly to Tracking. Or, click on the Sent heading to access the Sent Folder of your Post Box.