PowerClerk Support Center

Project Pages
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How to Use the Project Admin page
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FAQs
Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Sending Mass Communications
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Mass Communication Policy
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Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
Define the Web Connector
Connecting, Testing, and Enabling the Web Connector
Creating a Standard Web Connector Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Connector
Web Connector Payload Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
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Formulas and Calculated Fields
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Locating the Formulas feature
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Video Guides: Formulas
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Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
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Locating the Incentive Design feature
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Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
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Locating the Project List Columns feature
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FAQs
Project Summary
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Locating the Project Summary feature
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FAQs
Project Views
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Locating the Project Views feature
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Roles
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Business Days
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Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
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PowerClerk API
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Operation Status

Operation Status enables administrators to track failed applicant communications.

Operation Status feature


Questions to ask yourself about the Operation Status:

Why did the Communication Template fail to send?

Am I fielding questions from applicants that deal with not receiving expected documents or notifications?
How should I address spam complaints?

Locating the Operation Status feature

Anyone in a Role with the Edit Communications privilege can access the Operation Status feature by opening the ADMIN menu and clicking on Operation Status:

 

Locating the Operation Status feature

Figure 1: ADMIN >> Operation Status

 

How to use the Operation Status feature

The Operation Status feature allows you to easily identify failed communication attempts. You can tab through the report of communication failures to filter for Undeliverable Emails, Spam Email Complaints, and Failed Background Operations. There can be diverse reasons for failures. Shown below are failed attempts due to an invalid email address:

 

Operation Status

Figure 2: Operation Status overview


You can expand any row of a failed communication attempt to retrieve further information on Error Code and Error Details. You also have the following options:

  • Quickly navigate to the project that the communication failure stemmed from with the Project Admin button.
  • Click on View Communication to investigate, if the source of this failure was an error within the actual email sent to the recipient.
  • Utilize the Mark as Acknowledged button to mark the communication failure as reviewed

 

Details on communication failures

Figure 3: Details on communication failures


To show all communications including the ones that have been reviewed, use the Show Acknowledged Notices option:

 

Show Acknowledged Notices

Figure 4: Show Acknowledged Notices

 
Please note: PowerClerk’s Operation Status functionality allows you to identify and troubleshoot common issues with undeliverable or bouncing email communication. Mistyped (“bad”) email addresses causing repeated bounces can impact the reputation of the PowerClerk platform as an email sender. To avoid jeopardizing your programs’ ability to send communication templates via email, Clean Power Research will be regularly scanning for repeated bounces and inform you in severe cases so that you can address them. If the bad addresses are not promptly rectified, we reserve the right to remove offending email addresses from the system to preserve PowerClerk’s ability to reliably send email, which is a critical component of all programs operating within PowerClerk.
 
To avoid issues we recommend the use of distribution lists in Communication Templates to avoid bad email addresses. Placing individual email aliases in templates does not future proof your communications if that person leaves the company and the email becomes inactive. Distribution lists can more easily be maintained outside the individual currently assigned to receive communications.
 

Troubleshooting Email Delivery Issues

The way PowerClerk delivers emails through Amazon SES (SES = Simple Email Services) and can be stepped through as follows:

  1. An email gets triggered either manually by an Admin within a PowerClerk program, or via an Automation that is configured to send out a Communication Template at a specific process step.
  2. PowerClerk then contacts AWS SES to send that email to the respective set of recipient email addresses.
  3. AWS determines based off the email addresses which servers to hand off the email to.
  4. AWS then picks on mail server out of a pool of mail servers to handle the outgoing connections to deliver the email.
  5. That respective mail server now attempts to establish a connection to the receiving server, which is determined by the owner of the receiving domain.
  6. The delivery succeeds and a delivery receipt is sent back to PowerClerk, or alternatively upon unsuccessful delivery an error message states the reason as to why the deliver failed.

In case of a delivery failure there can be many reasons as to the root cause of the failure. The below list of common email delivery failures, as they appear on the Operation Status page under the “Undeliverable Emails” tab, may help pinpoint how to remedy the issue at hand:

  • Error Detail: smtp; 550-5.1.1 The email account that you tried to reach does not exist. Please try 550-5.1.1 double-checking the recipient’s email address for typos or 550-5.1.1 unnecessary spaces.: Your recipient’s address might not work or exist anymore. Or, you might have entered it with a typo. Check for these common mistakes in the address you’re emailing: Quotation marks; dots at the end of the address; spaces before or after an address; spelling errors.
  • Error Detail: smtp; 550 5.7.1 Service unavailable; client [ip-address] blocked using Proofpoint Dynamic Reputation (Visit https://ipcheck.proofpoint.com/ if you feel this is in error.): Email error 550 email blocked is primarily caused when a mail server IP is listed in a spam blacklist.
  • Error Detail: smtp; 550 5.4.1 Recipient address rejected: Access denied.: “Access Denied” is often a catch-all response for when mail is rejected, commonly due to falling into a spam filter where the user/users have marked similar messages as spam.
  • Error Detail: smtp; 554 delivery error: Not a valid recipient or Error Detail: smtp; 554 5.7.1 Remote MTA not accepting connections: Your recipient’s address might not work or exist anymore. Or, you might’ve entered it with a typo. Check for these common mistakes in the address you’re emailing: Quotation marks; dots at the end of the address; spaces before or after an address; spelling errors.
  • Error Detail: Amazon SES has suppressed sending to this address because it has a recent history of bouncing as an invalid address. For more information about how to remove an address from the suppression list, see the Amazon SES Developer Guide: http://docs.aws.amazon.com/ses/latest/DeveloperGuide/remove-from-suppressionlist.html: Amazon SES includes a global suppression list. When any Amazon SES customer sends an email that results in a hard bounce, Amazon SES adds the email address that produced the bounce to a global suppression list. The global suppression list is global in the sense that it applies to all Amazon SES customers.
Failed Background Operations Tab

The Failed Background Operations tab in PowerClerk’s Operation Status interface allows users to monitor and resolve errors in automated background tasks. This tab provides a clear, sortable list of operations that failed, along with critical details such as the operation name, retry attempts, start time, and the last recorded error message. For example, an error like “Attachment is missing” may indicate a problem with file uploads or associated workflows. The tab also displays additional context, such as the connection or project number, to help users pinpoint the issue. For unresolved or recurring errors, users are encouraged to provide the displayed details, such as the project number and connection name, when contacting PowerClerk’s Support Team for further assistance.

 

Failed Background Operations Tab

Figure 5: Failed Background Operations Tab

 

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.