Track opens and clicks for regular emails with the ’email engagements’ feature. Our email, SMS and letter engagements functionality is an incredibly powerful feature.
When you've sent an email to one of your prospects or clients, Rex informs you if and when they’ve opened it, as well as what links they’ve clicked. This is an essential feature for any salesperson: it enables you to easily gauge client interest as well as tracking receipt for compliance reasons when processing settlements.
The majority of information in this module is based around Emails. If you want more specific information on SMS & Letter merges, or sending merges from Rex, see the below help articles:
- Sending an Email/SMS/Letter to a Contact
- Sending an Email/SMS/Letter to Multiple Contacts
- Mail Merge & Bulk Mail Merge
- Adding Attachments to an Email Merge