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How to Track a Bulk Send Campaign

Last Updated: Jul 31, 20262 min read

Four hundred individual requests would be chaos to track one by one, so Bulk Send rolls them into a single campaign view. 

The Campaign View 

Open the bulk send from your Sign Request list to see: 

•  Roll-up counts: delivered, viewed, signed, declined, and bounced

•  A per-recipient list: filter by status to see exactly who's outstanding. 

•  The completion trend: how signatures are accumulating over time. 

Working the Stragglers 

1.  Filter to pending recipients. 

2.  Send reminders in one click; everyone still outstanding gets nudged. 

3.  Fix bounces as they surface (see the failures article below), while the campaign is fresh in recipients' minds. 

Tip: Check the campaign one hour after sending; bounces appear fast, and fixing them same-day keeps your completion rate high. 

Need More Help?

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