Managing Tracked fields on Recipient Interaction

Each Recipient Interaction record includes a consistent set of data to support reporting and automations.

Activity metrics

Activity metrics are counts and timestamps of engagement events (opens, clicks, bounces, failures, spam, opt outs), which you can roll up in Reports and use to trigger follow up actions:

Label	Description
Bounced Count	How many times the element send bounced.
Bounced Date	The date/time of the last bounce.
Clicked Count	How many times the template in the element was ‘clicked’
Clicked Date	Date/time of the last time a template in an element was ‘clicked’.
Failed Count	How many times delivery of the element to the recipient failed.
Failed Date	The date of the last failed delivery attempt.
Opened Count	How many times the template in the sent element was opened by the recipient.
Opened Date	The date/time of the last recipient.
Opt Out Count	If greater than 0, the recipient opted out. If more than 1, the recipient oped out, opted in, and opted out again.
Opt Out Date	The date of the last opt-out.
Send Date	The date the element was sent to the recipient.
Spam Reported Count	How many times the element was marked as spam.
Spam Reported Date	The date/time of the last time the element was marked as spam.
Status	The formula field updates the overall activity of the recipient on the element. The status will be updated to the most recent activity, except for ‘open’. The status of ‘click’ will be maintained if the recipient continues to open the element, but not click. This is a delivered formula field. If you wish to have the activity summarized according to your business needs, a new formula field can be created, and this delivered status can be hidden from the record.

Context Fields

Context fields tell you which campaign/track/element the opens, clicks, bounces, etc. belong to, so you can group and filter reporting by those properties:

Label	Description
Campaign Name	The sending campaign.
Element	The ID of the element that was sent to the recipient.
Element Name	The name of the element that was sent to the recipient.
Element Type	The type of element that was sent to the recipient. In May 2026, these will all be ‘Email’.
Track Name	The Track to which the sending element belongs.
Track Type	Drip track or fixed date track.

Recipient Fields

Recipient fields let you tie opens, clicks, bounces, etc., back to the right person or relationship in your CRM so you can segment, report, and trigger follow‑ups accurately:

Label	Description
Contact	The Contact recipient, if sending to Contacts.
Lead	The Lead recipient, if sending to Leads.
Recipient Email	The email address the element was sent to.

Recipient Interactions for Parents

If you wish to record recipient interactions for parents, you can do so. There are a few steps your Administrator will need to complete to enable the upsync of parent data.

On the Recipient Interactions object: TX_CommPlanner__Recipient_Interaction__c
Create a new field: lookup.
That field must have an API name of Relationship__c and looking up to the TargetX custom object: Target_SRMb__Family_Relationship__c)
Save.

Parent interactions will be recorded and associated with the Relationship object.

Sync occurs only if the RM/Base packages are installed; if they are not, Relationship V1 is not synced.
Relationship syncing applies only to “Parent” relationships when sending to Contacts + Parents or Parents only, where Parent is defined as Mother, Father, Legal Guardian, Parent, or Other.

Example workflow

This example shows how a single Recipient Interaction unfolds for a single recipient.

You send an email to Sally; EBM and Recipient Interaction are enabled on the track.
Sally opens the email. A Recipient Interaction record is created with Status = Open and Total Open = 1.
Sally clicks a link. The same record is updated with Status = Click and Total Click = 1, and a child link detail record is created under the related EBM record.
Sally opens the email again on another day. Total Open increases to 2, and Last Open Date/Time is updated; Status remains Click because Click is prioritized over Open when both dates exist.

Ongoing Updates to Recipient Interaction

After the first record is created, all subsequent qualifying activities for the same recipient and email element update that same record.

Each new Open increments the Total Open count and refreshes the Last Open Date/Time.
Each new Click increments the Total Click count and refreshes the last click date/Time.
New Bounced, Failed, Spam, or Opt Out events update their respective counts/dates and may change Status based on the rules above.

A separate child record of the EBM record is created for every unique link the recipient clicks, capturing link level details for later reporting on link performance.

Note on interaction counts: Email providers such as Microsoft (Office) 365, Gmail, and Apple use their own security technology to review emails for harmful content and links. This automated security activity can sometimes show up in reporting as an open or a click, and in some cases may even click every link in the message (including the unsubscribe link), which is a strong sign it is a spam filter, not a real person. This behavior has mostly resulted in inflated numbers of logged opens and clicks during testing of this feature. As these automated security interactions become easier to identify, the product will be updated to filter them out, so Reports better reflect actual recipient behavior.

Track-Level Configuration and Timing

When building campaigns, you can turn Recipient Interaction on or off for each track in the track’s Email Settings. This setting is time stamped against the Track Active and Campaign Active dates, so you can see which sends had interaction tracking enabled.

For any track where Recipient Interaction is enabled, every send will create or update interaction records for all supported recipients. Each email open, click, bounce, failure, spam report, or opt out is written to the Recipient Interaction record together with the date and time of that activity.

Recipient Interaction data appears in your Salesforce org within a few hours of the activity, and your CRM is refreshed multiple times throughout the day.

Note: if you enable recipient interactions on an existing track after installing the May package, a few days of historical activity may sync to the org. For example, if you install the package on 5/15 and then enable RI on a track that was created and activated in January, interaction records may be created for sends dating back to 5/11.

Reporting on Recipient Interactions

Use the Recipient Interactions report types to build Reports on engagement activity. For example:

Recipient Interactions
Recipient Interactions with Contact
Recipient Interactions with Element
Recipient Interactions with Lead
Recipient Interactions with Relationship
Recipient Interaction History