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You can review undelivered emails in upgraded Planhat (ws.planhat.com) in the "Outgoing - need action" tab of the "Email Manager" Home feature.
Click the image to view it enlarged
The emails in this tab are of two main categories:
Blocked by error
Awaiting approval
You can easily filter the emails by one category or the other, as shown in the screenshot below.
Click the image to view it enlarged
You can mouse over "Blocked by error" to see the specific error message, so you can address the issue.
As well as the type of email (action required), you can easily filter by Company or by Sender (you or your colleagues). You can also use "Find in view..." to search for a specific email or set of emails.
If you mouse over the email symbol for an email within the checkbox column, you will see a checkbox that you can select. You can select multiple emails here and then apply a bulk action as appropriate:
"Approve to send" (appropriate for emails waiting for approval)
"Remove"
Potential root causes for undelivered emails
Reasons for an email being undelivered could be due to the sender not having email sync enabled, or replacement codes (e.g., "Hi [NAME]!") are not working properly. If it gets stuck in the Gmail/Outlook server, it could be due to variety of reasons but common ones include incorrect recipient email address, attachment size to large, etc.
📌 Important to note!
Note that with Workflows, emails might be sent out from a different person than whoever is checking that the emails are sent out (e.g., email from account owner, but CS associate working day-to-day). Emails could therefore end up in "Waiting for approval" when someone else hasn't synced their email, or someone has quit, etc. Always check who is the sender of the email!