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Rebecca Kornblum

Rebecca Kornblum

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The SMS Report keeps track of data sent out by the inTouch automated marketing tool. Users are able to see an overview of the data sent out for different campaigns for borrowers, partners, internal team members, and manually-entered emails.

Filters

Filter

Description

Contact Type

  • Filters by the type of contact selected for the email

  • May be Borrowers, Internal Team, Manual Entries, or Partners

    • Borrower: Primary and co-borrower associated to an application

    • Internal Team: Team members with an Insellerate account

    • Manual Entries: Email addresses manually entered within the inTouch template

    • Partners: External contacts associated to an application (real estate agents/referral partners)

Campaign

Filters by Campaign

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

Filters by Branch

Sender

  • Specifies the user who sent the email

  • Always defaults to All when first opened

Columns

Column Name

Description

Campaign

Contact Type

SMS Template

Sent Count

Processed %

Responded Count

Responded %

Opted Out Count

Opted Out Count %

...

To View SMS Reports

  1. Select SMS Report from the inSight drop-down menu.

  2. The SMS Report page opens.

  3. Click the ….

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