Communication History

Overview

The History tab in the Communications module keeps a record of every email and SMS send from MartialFlow. Use it to confirm a message went out, check its status, and review exactly what was sent — useful for follow-ups, staff handovers, and answering "did you send that?" questions from families.

Accessing Communication History

1. Open Communications from the main menu
2. Select the History tab
3. Your sent messages are listed with the most recent first

If you haven't sent anything yet, the list will be empty — send your first message from the Send tab.

What Each History Entry Shows

History is organized per send (per campaign) — each entry represents one message sent to its audience:

• Channel badge — whether it went out as Email or SMS
• When it was sent
• Status — how the send went
• Content preview — open the entry's content preview to see the exact message that was delivered, including how it looked after composition
• Status details — open an entry to see more detail about its delivery status

Content Preview

Click a history entry's preview option to open the full message content in a dialog. This is the definitive record of what recipients received — handy when a family asks about the details of an announcement, or when you want to reuse the wording of a past message.

Status Details

Selecting an entry opens its status detail view, where you can check how the send fared. If something looks wrong (for example, a send that didn't complete), this is the first place to look.

What History Does and Doesn't Track

History is a send-level log, kept simple by design:

• ✅ Every email and SMS send, with channel, timing, status, and full content
• ❌ No open-rate or click-through tracking
• ❌ No per-customer communications tab — history is organized by send, not by recipient
• ❌ Phone calls and in-person conversations aren't logged here (record anything important as notes on the customer or student record instead)

If you need to know whether a specific family was included in a send, check the audience filters you used and the recipient preview at send time — and consider re-sending individually if in doubt.

Practical Uses

1. Confirm delivery of important announcements — check status after sending schedule changes or emergency alerts
2. Avoid duplicate messages — before sending a reminder, scan History to see when the last one went out
3. Staff coordination — anyone on the team can see what has already been communicated
4. Reuse good messages — open a past send's content preview and copy wording that worked well into a new message or template
5. Resolve disputes — the content preview shows exactly what was said and when

Best Practices

1. Check status after big sends — especially bulk SMS, where credit or delivery issues are most visible
2. Keep customer notes for non-message contact — History covers email/SMS only, so log significant phone calls or conversations on the customer record
3. Review before re-sending — a quick History scan prevents messaging fatigue
4. Use consistent wording — sending from templates makes your History easier to scan later

Troubleshooting

Issue: A send doesn't appear in History
Solution: Make sure the send actually completed on the Send tab (watch for validation errors, e.g. insufficient SMS credits), then refresh the History tab.

Issue: A send shows a failed or incomplete status
Solution: Open the status details for the entry. For SMS, verify your credit balance covered all recipients; for email, check recipient addresses on the affected customer records, then re-send to the remaining audience.

Next Steps

1. Email & SMS Setup - Understand the two channels and SMS credits
2. Bulk Messaging - Target the right audience with filters
3. Message Templates - Keep messaging consistent

A quick habit of checking History after each important send keeps your school's communication reliable and accountable.