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Monitor the admin transition dashboard

After you send the post-migration broadcast, the transition dashboard shows how many members have claimed their accounts and where they are in the process. This guide covers how to read the dashboard and follow up with members who haven’t responded.

Who can do this: Admins with the broadcast view-dashboard permission (migration:broadcast).

Before you start

Section titled “Before you start”
  • The transition dashboard opens automatically after you select Send now on the broadcast setup page.

Steps

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Read the dashboard

Section titled “Read the dashboard”
  1. Under the title, the broadcast’s status: Queued, Sending, Sent, Partially sent (some emails couldn’t be sent), Failed (none were sent) or Cancelled. See Migration broadcast states reference.
  2. The top of the dashboard shows four tiles: Recipients (members the broadcast was addressed to), Sent (emails dispatched), Claimed (members who have set up their account) and Failed to send.
  3. Below the tiles, the funnel lists the stages from Sent to Payment updated. Only Sent and Claimed show live counts; the other stages show Not yet tracked — delivery, open and click tracking will be added in a future release.

Review per-member progress

Section titled “Review per-member progress”
  1. The recipients table shows 25 members at a time — use Next page (and First page) to reach the rest. For each member the Delivery column shows whether their email was sent: Sent or Failed, Queued while the broadcast is still sending, Not sent when the broadcast finished without sending to them (for example it was cancelled), and — for a member who claimed before their email went out. Then comes their claim status (unclaimed or claimed). Opens, clicks and bounces aren’t tracked yet.

Re-send to members who haven’t claimed

Section titled “Re-send to members who haven’t claimed”
  1. To re-send to one member, select Resend on their row and the row shows Resent. A new claim link is emailed only if the member hasn’t claimed and can still be emailed — a member with no email address, or one archived or erased since, is skipped. A member who has already claimed has no Resend button, and a cancelled broadcast has none at all. If the re-send fails, the row says “Couldn’t resend — try again.”
  2. To re-send to everyone who hasn’t claimed, select Resend stragglers and confirm. The button is always shown; it’s available once the broadcast has finished sending. Each member who hasn’t claimed gets a fresh claim link; members who have since been archived or erased are skipped.

Verify

Section titled “Verify”

The Claimed tile rises toward Sent as members set up their accounts; a member who claims shows claimed in the recipients table. The status under the title describes the broadcast’s own send — a later Resend to one member changes the tiles, not the status.

If something goes wrong

Section titled “If something goes wrong”
  • The broadcast was cancelled — A cancelled broadcast can’t be resent (Resend stragglers stays unavailable and says why). Send a new broadcast instead. See Your migration broadcast was cancelled or not delivered.
  • “Resend stragglers” isn’t available yet — The broadcast is still sending. It becomes available once sending finishes; the note under the button says so.
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