This session introduces the Recipient Interaction feature, released in May 2025, and outlines how it can enhance client monitoring of daily campaign activity by leveraging Communication Planner records within the CRM. The initiative focuses on three core elements: dashboards to monitor campaign sending, the implementation of Recipient Interaction object to capture engagement with email campaigns, and integrated reporting capabilities that enable specialized track creation, automation triggers, and daily monitoring. Dashboards will provide campaign managers with real-time visibility into sending performance, ensuring issues are identified early, and execution is tracked consistently. Attendees will learn how the Recipient Interaction object captures complete recipient behavior at the individual level, recording metrics such as opens, clicks, unsubscribes, bounces, opt-outs, and spam reports, along with timestamps, counts, and source data, including campaign, track, element, and template. This granular dataset enables segmented reporting by audience or campaign type and supports operational alerts when anomalies occur, such as unusually high bounce rates or delivery delays. Because the feature is stored in a custom object, native CRM automation tools can trigger workflows based on recipient interactions, enabling personalized follow-ups, exclusion lists, or predictive sending strategies. Implemented together, these enhancements position our CRM and communication planning tool as a more powerful, data-driven platform for campaign management. By combining real-time monitoring, detailed interaction tracking, and integrated reporting, we will empower marketing and communication teams to optimize outreach, increase efficiency, and deliver more personalized experiences that drive measurable business outcomes.
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