SMS Report

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	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

Select SMS Report from the inSight drop-down menu.
The SMS Report page opens.
Select the filters you want applied and select “Run Report” to view data.

Based on the number time period or or number of SMS that were sent, the report may take up to 1 minute to complete

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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:

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The columns with response data will also include the actual response received from the leads / contact.

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