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How to Track Your Sends?

This is a guide on how to use the delivery reports feature in the IEX Portal. It explains how to find your reports, understand the various delivery statuses for both physical and digital items, and access detailed information for any specific order.

How to Find Your Delivery Reports

Getting to your reports is simple. Just click on "Delivery Reports" from the main menu or sidebar within the IEX Portal.

Knowledge Base

Understanding Your Report View

Once you're in, you can see what's happening with your sends.

  • For Organization Admins: If you have admin access, you can view reports for your entire Organization or filter down to see sends for Individual recipients.

  • Tracking Physical Sends: For tangible items, you'll see clear delivery statuses, such as:

    • Viewed: this status signifies that the recipient has opened the Claim Link that was sent.
    • Awaiting Address: This status means that the process is on hold because the recipient's delivery address is missing or incomplete. The sender needs to provide the address before the item can be dispatched.
    • In Production: It means that the order has been received and the process of preparing the item for shipment has begun.
    • In Transit: This status indicates that the item is on its way to the recipient.
    • Delivered: This status confirms that the shipment has reached its final destination.
    • Canceled: This status indicates that the send request has been voided before the item was shipped or delivered. 

  • Tracking Digital Sends: For gift cards and other digital items, the report shows whether your recipient has "Claimed" their gift.

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Digging into the Details

Need more than just a summary? You can click on any individual order in the report, in the View Summary button to see a wealth of information, including:

  • Recipient's Details

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  • Address Information

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  • The message you included

Knowledge Base-1

  • Disable

    • Sender notifications

    • Recipient Tracking Email

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  • Business Reason and Internal Notes

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  • Shipment information (Order ID / Shipment ID / Status / Created Date / Tracking Number / Courier/Links)

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  • Send Pack:

Here, you can review the send's contents, the cost per item, and the total cost.

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This detailed view is perfect for when you need a complete picture of a specific send.

Still Have Questions?

If you're looking for a detail you can't find or have any questions about your reports, please don't hesitate to reach out to us at support@imprintengine.com. We're ready to help!