Certified Messages

Certified Messages allow you to ensure your Contacts have actually read your messages. By marking a message as certified, emails and notifications are replaced with generic “You have an important message” notices and require your Contact to log into CaseLocker to view the message.

When the Contact views the message, a read receipt is captured, storing the date & time, IP address, and user agent of the device on which the message was read. This is all reportable data, allowing you to ensure sensitive messages are actually read by your Contacts, reducing the need to mail our physical copies of messages via Certified Mail.

You can mark both direct messages and bulk messages as Certified.

Sending a Direct Certified Message

To send a Certified Message directly to a specific Contact, start typing a new message and toggle “Certified Message” to enable read receipts.

Sending a Bulk Certified Message

In Bulk Messaging, start a new message and toggle “Certified Message” to enable read receipts.

When you send a Bulk Message as Certified, a “filter” option will appear, allowing you to search for all messages included in that bulk message and download reports on read activity.

Read Receipts

There are two kinds of Read Receipts for Certified Messages:

• Explicit Open, which means the Contact clicked on the “Read this Message” button in their messages or followed a direct link to the message from their email. This will always be the first Read Receipt.
• Viewed, which means the Contact viewed the message in their messages history after previously opening it. Once a message has been opened for the first time, the message is then visible in their message history.

You can view all read receipts for a message by opening the Contact’s profile and on the Certified Message you want to view read receipts for, choose “View Read Receipts”.

If a message is unread, this will instead show “Unread” and not display an option to view Read Receipts.

Bulk Reporting & Filtering

You can now filter for certified messages in the Message Search page, and download a CSV report of the message data. This report will include the first “open” read event’s date and time, if the message has been read.