Usage & Adoption, Communications Opt-Outs and CC Email

Usage & Adoption

Login activity and feature usage for your org over the last 30 days, with a Refresh button. Cards show Logins (30d), Unique Users (30d), Total Users and Last Login. Below are the login trend, User activity (Email, Logins, Last Login), Top pages, Top features and Users by role. Data appears after users log in.

Communications

Lists contacts with their Email and Text messages status (Subscribed or Opted out) and their role, such as Donor, Bidder, Sponsor, Sponsor contact or Speaker.

• Search by name or email.
• Use Filter opt-outs to show All contacts, Opted out of email, or Opted out of texts.
• When the text opt-out list is long, a notice says only the first contacts are shown; narrow your search to see the rest.

CC Email Settings

Lets you copy additional email addresses on messages, using extra email fields on Attendee, Contact and Lead records.

1. Turn on Enable CC additional emails.
2. Under Additional email fields on Attendee, on Contact and on Lead, search for and select the email-type fields to use. Remove a field with its remove button.
3. Click Save. An "Unsaved changes" indicator shows until you do.