The engagement report for a mass email or mass text lets you act on a group of recipients - for example, everyone who opened, everyone who did not, or everyone who replied. You can send them an email or text right away, or save them as a contact list for later.
How to Open the Engagement Report
For a mass email
Go to Communication > Email > Mass.
Find the email you want to work from.
Click the stat value for the group you want, such as the Unique Opens number.
For a mass text
Go to Mass Texts in the left sidebar.
Find the text you want to work from.
Click its stat value, such as the Sent number.
Click the group you want, such as Replies.
How to Send an Email or Text to the Group
This section is on the engagement report for a mass email or mass text.
Open the engagement report with the group you want selected.
To send to only some of the contacts, check them in the table.
Click Send Email or Send Text.
Finish the email or text on the page that opens, then send or schedule it.
Who receives the follow-up depends on what the table shows:
No contacts checked - everyone in the current view. If you searched the table, only the contacts that match the search.
Contacts checked - only the checked contacts. The button shows how many, for example Send Email (3).
The Send an Email or Send a Text page opens with the recipients already filled in, and a Return to Mass Email report or Return to Mass Text report link at the top.
How to Save the Group as a Contact List
This section is on the engagement report for a mass email or mass text.
Open the engagement report with the group you want selected.
For a mass email, use the sub-cards (All, Likely Human, Likely Bot) to narrow the view if needed.
Check the checkbox at the top left of the table to select all contacts shown.
Click the Selected button and choose Create Contact List.
Name your list and confirm.
The Contact Lists page has engagement filters, but those are not designed for targeting contacts from a particular send. Always start from the engagement report when building a list based on a specific mass email or mass text.
Key Notes
Use Send Email or Send Text for a one-time follow-up. Use Create Contact List when you want to reuse the group later.
A contact list created here is static - it reflects who was in the group when you created it and does not update automatically.
On a mass email report, Send Email and Send Text do not appear on the Issues or Likely Bot views, and only Send Text appears on the Not delivered view.
On a mass text report, only Send Email appears on the Not delivered and Not sent views.