Text-to-Donate Part III: Review Sent Text Blast and Text-to-Donate Page Metrics

Text-to-Donate Part III: Review Sent Text Blast and Text-to-Donate Page Metrics

1. Users can review the metrics (# of texts sent and received, # and amount of donations received, etc.) of any Text-to-Donate page, by going to Main Menu: Fundraising: Text to Donate Pages.

   

2. This will take the use to the Text-to-Donate Pages index page. Find the page you wish to see metrics for, click the drop down to the right of it, and select Dashboard from the drop down.

   

   

3. You can filter the metrics on this page by date by using the filter fields at the top of the screen. Enter a date range and click the Filter button to filter the results. Click the Reset button to clear the filters.

   

4. You can Edit any of the page's configurations (except the Keyword) by clicking the Edit button in the upper right hand corner (you can also edit a text-to-donate page by going back to the Text-to-Donate index page and selecting Edit to the drop down of any item). Please Note: the only way to change the keyword associated to a text-to-donate page is to select Change Keyword from the drop down to the right of the item in on the Text-to-Donate Index page.

   

5. To review the metrics of a sent Text Blast, go to Main Menu: Communications: History.

   

6. This will take you to the sent communications index page. From the drop down to the right of the your sent Text Blast, you can view the recipients by clicking the View Recipients options. This list is view only (you can't make any changes to it). Please Note: you will also be able to see that a contact received the Text Blast on their Engagement History as well.

   

   

   

7. You can review the content that was sent as well as the metrics (opens, clicks, bounces) for the Text Blast by choosing View Summary from the drop down on the right on the History index page.

   

   

8. On the View Summary page there are two tabs - Summary and Activity. The Activity tab has a number of a sub-tabs/screens. When you first land on this page, you will be on the Summary tab. Clicking on anything interactive in this screen will take you to one of the Activity sub-tabs. You can navigate back and forth between the various metric drill down screens and back to the summary/overview screen using the tabs in the upper left.

   

   

9. On the View Summary page you will be able to see a summary of the number of recipients, the Text Blast's subject line, and the date & time it was sent in the upper left of the screen.

   

10. Clicking the number of recipients will bring up the list of recipient names and phone numbers (and will switch you to the Activity: Recipients tab). From here, you can see how many times (if any) each recipient clicked the link in the Text. You can also search for any contacts by using the search filters in the upper right.

    

    

    

11. On the Summary tab/screen, you can see the content/text that was sent to the recipients by clicking the Preview button.

    

    

12. Clicking on any of the numbers in the lower half of the Summary screen will take you to a drill down list of the recipients on that list (e.g. clicking on the number Clicked will show a list of the recipients who clicked the link). You can also access the drill down list for each metric from the Activity tab at the top of the screen (and navigate between the various drill down lists via the Activity tab at the top of the screen rather than going back to the Summary tab each time).

    

    

    

13. Following are the definitions of each of the provided metrics:
    • Clicked is the unique count of recipients who have clicked the link in your text message. When you view the drill down list, you'll be able to see the number of times each contact clicked the link.
    • Delivered is the unique number of recipients who received your Text Blast. The number Delivered + the number Failed = the total number of recipients.
    • Failed is the unique count of recipients who didn't receive your text because the text failed to send due fatal error such as bad phone number.
    • Total Donations (which doesn't show on the Activity tab; it only shows on the Summary screen) is the total amount of donations that were received from donors who clicked the link in your text blast and completed the donation form. If a donor doesn't use the text-to-donate portal and, instead, goes to your website to donate or mails you a check instead, those donations are NOT counted in the total here (only donations made via your donation portal).
    • Undelivered is the unique count of recipients who were sent the text but didn't receive it due to things such as unreachable (out of service area), full inbox, etc.