Click, open, opt-out, bounce, fail, and spam. For details, see Activity Metrics.
Yes, these are Salesforce records related to the recipients, so that you can run Reports of Contacts/Leads/Relationships with Recipient Interactions. See Reporting on Recipient Interactions.
Yes, these are Salesforce records related to the recipients, so you could set up a flow or another automation that requires record/field information.
You can view recipient lists in the activity center to see specific sending information and status updates for each sending. (link to activity center information)
In Fall 2026, we will release a similar data point that captures when a recipient began receiving content from a track. This will tell us when they became a member of a ‘track’, which is why it is called ‘Track Memberships’. More details will be released closer to that feature release.
After a track has been started and recipient interactions have been enabled, you will not be able to delete a track, its steps, or its elements. Instead, you can archive tracks. This limitation ensures the recipient interaction data can sync successfully.
Yes. You can leave Recipient Interaction off for tracks where you do not need this level of tracking and turn it on for tracks where engagement based reporting and automation are important.
Yes, even if a track ended (yesterday, last week, last month, etc.) and someone interacts with an element, the activity will be recorded on the existing record.
Recipient interaction data is loaded into your org in batches approximately every 6 hours.
Yes, if you have configured TargetX Communication Planner before May 2026, follow these steps for any tracks where you want to start collecting data:
For any tracks you wish to begin collecting data, you will need to:
No. Quick message interaction data is not available in the Reports tab in Communication Planner or in recipient interactions.
If you are new to Communication Planner as of May 2026, you will need to request TargetX Support to enable the recipient interaction sync before you can begin using the recipient interaction toggle in an org. Once this is done, enabling recipient interactions in track settings will create those records in your org.