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SMS Report

SMS Report

Owned by Rebecca Kornblum
Last updated: Dec 05, 2023
3 min read

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

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

     

  2. The SMS Report page opens.

     

  3. Select the filters you would like to see on the report.

     

  4. 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.

     

  5. The screen displaying the report data opens.

     

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.

Filters

Filter

Description

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

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 the SMS messages 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; excluded leads/contacts could be due to duplicates or bad SMS numbers

Responded Count

Number of leads/contacts that responded to the SMS messages sent

Responded %

% of SMS messages 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