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

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

1. This tutorial covers how to review the metrics (# of texts sent, # of dollars raised, etc.) of any active Text-to-Donate page (to learn more about configuring and using Text-to-Donate, please see our Text-to-Donate Part I tutorial).
2. To review any Text-to-Donate Page's metrics, start by selecting Fundraising on the Main Menu and then selected Text-to-Donate Pages on the resulting sub-menu.
   

   

3. This will take the user to the Text-to-Donate Pages Index page.

   

4. Find the page you wish to see metrics for, click the drop down to the right of it, and EITHER click on the page's title OR select Dashboard from the drop down to the right of the page.

   

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5. This will take you to the Text-to-Donate Dashboard. The Dashboard will show a roll up of all metrics/data from both Donor-Initiated and Text Blast-Initiated text messages and donations.

   

6. When you open text-to-donate Dashboard you can also see the status of that page.

   

7. 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. See our Text-to-Donate Part I tutorial for more information on configuring/editing Text-to-Donate Pages.
   

   

8. The lower half of the screen will show the various metrics available.

   

9. Below is the definition of each of the metrics:
   • Donation Received - shows the total amount received from that text-to-donate page.

     

   • Total Messages Sent - shows the total number of text messages sent and received from/by the system for this page (users are charged $0.02 per text sent and received). This includes initial auto response/message when users texted your keyword to the number, text blasts sent from the system, and thank you auto messages.

     

   • Total Messages Delivered - shows the total number of messages delivered of the messages sent (the rest of the messages bounced/were undeliverable).

     

   • Total Messages Undelivered - shows the total number of undeliverable messages (unable to receive texts, text inbox full, etc.) of the messages sent.

     

   • Unique Clicks - shows the total number of unique clicks - that is, the distinct count of individuals who clicked a link the received text messages (for example, if Sally clicked the link in the received text message four times, she would be counted here as "1").

     

   • Clicks - shows the total number of times links in your sent texts were clicked (for example, if Sally clicked the link in the received text message four times, she would be counted here as "4").

     

   • Total Message Failed - shows the total number of messages that failed to send. Failed to send means the text could not even leave the server (as compared to undeliverable which do leave the server but can't reach the recipient). Messages may have failed due to being a non-existent phone number/bad number.

     

   • Total Responses Sent - shows the total number of response messages (this is the total of auto responses sent when a user texts the keyword to your page and the thank you messages sent). This is a subset of the Total Messages Sent (total message sent includes text blast generated text messages as well).

     

   • Messages Received - shows the total number of text messages received by your page (when a user texts the keyword to the phone number).

     

10. Clicking on any of the metrics will bring up a detail/drill down list of contacts with details. All of the detail/drill down pop up windws show each contact's phone number, the text direction (inbound or outbound), recipient (text message) status, click count (number of times the recipient clicked a link in the message), and sent date EXCEPT the Donations Received list, which shows the donors with their name, donation date, phone number, and donation amount.

    DRILL DOWN FOR MESSAGES SENT/RECEIVED/DELIVERED/UNDELIVERABLE/FAILED/CLICKS

    

    DRILL DOWN FOR TOTAL DONATIONS RECEIVED

    

11. You can filter the metrics 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.

    

12. The metrics on the Text-to-Donate Dashboard are a roll up of the texts and donations sent/received via user direct donating (texting the keyword to the phone number) and any sent text blasts. You can see the metrics just for any individual text blast by viewing the Text Blast's Dashboard(Main Menu: Communications: History).

    

13. 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 option or clicking the green number under the batch name. 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.

    

    

    

14. 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.

    

    

15. 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.

    

    

16. 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.

    

17. 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.

    

    

    

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

    

    

19. 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).

    

    

    

20. 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.