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We have used DocuSign Rest API and at times we are seeing duplicate entries against one receiver in DocuSign account under "Sent Items". Though the receiver is receiving the email once only. See attached image for reference. What does the "waiting for others" status indicates and under which scenarios this status will be generated?
waiting for others means that one or more of the signing recipients and/or certified copy recipients has not yet completed their action on the envelope.
The multiple rows in the Sent list means that you have sent the envelope more than once, you'll need to check your code to see how that is happening. I suggest that you have your code make a log entry every time your code calls the DocuSign eSignature API (and for create envelope calls, record the envelope id.)
If you can't figure out how your app is sending multiple envelopes when you expect that only one is being sent, use the API Request Logger to see what is being sent to DocuSign from your app.
Re: only one email was sent even though there were two or more envelopes:
Using the DocuSign web app, examine the envelopes that are in flight to check their recipients. It could be that the email address is incorrect in some of the cases.
Check your email tool. The two email notifications for two different DocuSign envelopes will be very similar and are collapsed by some email agents.
Related
I have been trying to find the way to read the inbound and outbound emails prior reaching the recipients and if the email contains sensitive data, I would modify or rather stop delivering or quarantine that email.
Also, is there any admin setting to schedule send all the email send from org(basically delay sending the emails). I'm aware that this functionality is available in user's mailbox, want to now if any admin setting is available which can be enabled by default for all emails.
I have integrated messages.get and webhook's to fetch all the emails, but those are all either emails which are already delivered. Is there any api or way to detect sensitive emails in real time before getting delivered?
My company is having trouble with account activation emails not sending out the proper activation link within the email so users can complete the account creation process.
We run our email sends through SendGrid and they instructed me to send them my JSON payload for email sends so they can see what the issue is causing this disconnect.
I have never had to work with JSON or pull this type of data and embarrassingly do not know where to start. How would I go about viewing this data?
I have a web application wherein our users create contracts and we have integrated with DocuSign through an embedded recipient experience.
My web application is fairly involved in gathering the appropriate signers, sending emails, requesting signatures, keeping up with signer statuses, etc., and so I believe that an embedded recipient experience makes the most sense for us.
However, our first client using the integration has already been using DocuSign for some time and their signers (CEOs, CFOs and the like) are accustomed to logging into DocuSign, seeing envelopes in their inbox and clicking on them to sign - which is only possible in an integration by adding them as remote recipients. Embedded recipients cannot be associated to a DocuSign user account.
I'd like to keep using embedded recipients, but my client desperately wants to see envelopes created from my application in their DocuSign user account inbox and sign them from there without first having to log into my application.
Is there any clever way to deliver such a request with an embedded recipient experience? Even an atypical workaround, like sharing documents between the embedded recipient and the user account or some other recipient type of which I'm not aware, etc.?
Unfortunately not. When creating an embedded signing session the recipient becomes what's referred to as a Captive Recipient. Captive Recipients follow a different set of rules in regards to email notifications and presence in an inbox.
For example, Captive Recipients don't receive email notifications by default -- but they can supply an email to be CC'ed onto the envelope.
Since the Captive Recipient also has a universal account number, the user is technically part of an account outside of yours or your recipients.
IE: Your recipient views his inbox linked to his userId on account XXXXXXXXX.
The Captive Recipient is part of account YYYYYYYYYY with its own unique userId, so there's nothing for it to match up to.
If your app relies on embedded signing to load DocuSign envelopes into something like an iFrame, you can still do that without using an embedded recipient, which would give you the ability to load them through your webApp as well as let your signer access them via his DocuSign inbox.
To retrieve the signing URL, you make a POST call to https://{endpoint}.docusign.net/restapi/v2/accounts/{accountId}/envelopes/{envelopeId}/views/recipient with the following call body:
{
"returnUrl": "http://localhost/returnUrl",
"authenticationMethod":"email",
"email": "{recipientEmail}",
"userName": "{recipientFullName}",
"recipientId":"{recipientId}"
}
I want help from someone regarding the mass email send via Salesforce Marketing Cloud.
For example, I want to send emails to 5000 customers daily. It is a newsletter. Each days the email contents will change. There are 4 dynamic variables in my newsletter. First Name, Last Name, Email and Message.
Which is the option to send mass emails via Salesforce Marketing Cloud?
There are different options like use Data Extension, List, Triggered Send. I used triggered send (I am using PHP fuelSDK ) and it is not sending all the 5000 emails quickly (when I created a triggered send I have selected Email, List, etc). I am calling the Triggered send api 5000 times to send to each emails (It is taking more than 1.30 hours to complete). Also it is not sending email to all the 5000 email addresses. Some failure response I am getting like "Error Code: 24 - Subscriber was excluded by List Detective". I understand this. Some emails I can see "Successfully sent" response in the log. But when I check it in tracking section, those emails are not there. I don't know what is happening here.
Can any one help me to understand the problem?
Right now I am working on creating a page that gathers details and creates my contacts, which it does fairly well overall. The problem I am having however is that the accounts are "non-marketable" This is because I can not get an email to fire off to allow them to "consent to further emails" does anyone know how to do this?
I mean I get why it needs to be done, I just do not know why its not
You need to set their marketing status with the email optin call. It takes two parameters: an email address and the opt-in reason.
This method only works the first time an email address opts-in.
PHP SDK:
$app = new iSDK();
// perform authorization tasks
$app->optIn($subscriberEmail,"Home page newsletter subscriber");
More information here:
https://developer.infusionsoft.com/docs/xml-rpc/#email-opt-in-an-email-address
The optin method you are referring is a double opt in where you send an email asking to confirm their address. This is not required to send emails with Infusionsoft.