Will any metrics be visible on a constituent record in RE, such as open, clicks, unsubscribes, or hard or soft bounces from emails? Will users be able to export this data, or will it only be visible when viewing the constituent record?
To answer that specifically: Yes, you can see these metrics, but there is a distinction between what you can "see" and what you can "report" on.
When the integration is active, a dedicated area called the Constituent Engagement Add-In appears directly on the constituent’s record in RE NXT. It provides a real-time feed of the last 100 engagement activities, including:
For each of these, you’ll see the Activity Type, the Time/Date, and the Campaign Name. This is perfect for a fundraiser who wants to see if a donor has been reading their recent newsletters before picking up the phone.
According to the latest technical documentation:
This is a key point for database managers:
A+ on your response. Thank you!