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.
How to View SMS Reports
Select SMS Report from the inSight drop-down menu.
The SMS Report page opens.
Select the filters you would like to see on the report.
Click Run Report. The report may take up to one minute to open based on the length of the time period and/or the number of SMS messages that were sent.
The screen displaying the report data opens.
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How to View SMS Detail Popups
Select any hyperlink number in the SMS Report to open a detailed list of each SMS associated to the section.
Response-related columns, allow the user to hover over additional columns to view the actual response received from the leads/contact.
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Filters
Filter | Description |
|---|---|
Contact Type |
|
Campaign | Filters by Campaign |
Date |
|
Branch | Filters by Branch |
Sender |
|
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Column Name | Description |
|---|---|
Campaign | The inTouch Campaign the SMS Template is associated with |
Contact Type | Based on the Contact Type filter list: Borrower, Partner, Internal Team, or Manual |
SMS Template | The inTouch SMS template being used for SMS sent |
Sent Count | How many leads / contacts were identified per the inTouch filter criteria |
Processed % | How many leads / contacts Insellerate pushed to be sent to the carriers. Those excluded could be because of duplicates or bad SMS numbers |
Responded Count | Number of leads / contacts that responded to the SMS |
Responded % | % of SMS Processed that had a response |
Opted Out Count | Number of Leads / contacted that requested to be removed from SMS campaigns |
Opted Out Count % | % of leads / contacted processed that requested to be removed from SMS campaigns. |
To View SMS Reports
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Select SMS Report from the inSight drop-down menu.
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The SMS Report page opens.
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Select the filters you want applied and select “Run Report” to view data.
| Info |
|---|
Based on the number time period or or number of SMS that were sent, the report may take up to 1 minute to complete |
[insert picture of UI with results]
SMS Detail Popup
You may select any hyperlink number in the report and it will open a detailed list of each SMS associated to the section.
For all except the “Response” related columns, the popup will include the following columns / data:
[insert picture of the popups without the response column]
The columns with response data will also include the actual response received from the leads / contact.
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