Quick Tips: Manage Emails with Pending Actions [Video]

Creating an Emails Pending Action view is an effective way to track emails that contain operation links which haven’t yet been executed.

By connecting the Email Log model and applying targeted filters, you can isolate only the emails that still require user interaction.

This setup works by identifying tokens that have not been used, indicating that the associated action, like completing a form or updating a record, is still pending. As soon as a recipient clicks the link and completes the action, the token is updated and the email automatically disappears from the view, giving you a clean, real-time list of outstanding tasks.

See how this is done by watching the short video clip below.