Customer insights guide

Contents

• Video
• Homepage Dashboard
• Drop downs
  • Account
  • Date
  • Source
• Graphs
• Core Insights
• Scheduled sends
• Conversations
• Reports
  • Filters
  • Daily performance indicators
  • Copy facilty
  • Download formats

Introduction

Esendex Connect SMS customer insights help you track your messaging activities, including transactional, marketing, and conversational messages. You can compare your performance over time and spot trends easily.

Utilising these statistics allows you to make informed decisions that can enhance customer engagement. By optimising the content of your messages, timing, and resource allocation, you can significantly improve the effectiveness of your communication strategies.

Video

For an overview of SMS Insights, please watch this video. You can also continue on and learn more about the functionality available. 

Homepage Dashboard

The homepage will display a high-level overview of your messaging activity for the current month to date, in near real time. It is made up of four sections.

The four sections will cover outbound messages (sent messages, sent parts) and inbound messages (Received messages,  received opt-outs).

Please be aware: These will be fixed for the current month to date and cannot be edited.

Now let’s take a look at each of the sections with insights.

Insights features

Dropdowns

All three dashboards and the reporting section four dashboards will have access to filter dropdowns, which can be used to display statistics & graphs.

Please be aware: Data cannot be downloaded from the graphs created using the filters on each of the three dashboards. You will be able to do so in the reporting section.

You will have access to three dropdowns, which will reflect what will be shown on the page. These dropdowns are not exclusive to core insights and will be available to use in all four sections:

Account

This is the account reference and will be pre-populated based on the account you have logged in with.

• Sub-accounts will be accessible from this drop-down in a future update, This will show all sub-accounts for which we have a billing marker (This may change in future updates).
• The user will see downwards, not upwards, in the hierarchy. 

Date 

Here you will be able to set the range type and time to show your results. You will have several options on how you can set your date range, select the drop downs to learn about each range.

Source

This will show how messages were sent – i.e. if they were sent by API or from the portal.

Graphs

Graph filters will be available on core insights, scheduled sends and conversations. This will give you a breakdown of all messages sent by their message type.

1. Hovering over the graph will give you a breakdown of all of the message types sent on a specific day. The type of message you hover over will be highlighted in the breakdown displayed.
2. To view one message type in isolation, click on any section for that message type on the graph.

3. Just above the graph, you can see the message types with their matching colours. Selecting one of these will remove it from the graph, You are able to remove all of them by selecting each message type and returning them by selecting the type again. 
4. Select the arrows here to move the message types across so they will be accessible. 
5. Selecting All will bring all the removed message types back to the graph. 
6. Inv or Inverse, selecting this will restructure the graph to show all message types you have removed by selection.

Core Insights

View the four basic insights of the SMS channel shown in the Summary Dashboard: sent messages, sent message parts, received messages, and opt-outs.

You will also have access to a graph here, which will cover sent messages by message type. 

With the graph, you will be able to view a breakdown of all sent messages by Message type, and isolate different message types to view their send volume over different periods (You can learn more about this in our Graph section).  

Scheduled sends

View all of the stats for all scheduled sends combined with the dashboard. This will cover Sent messages, sent message parts and opt-outs. 

You will also have access to a graph in Scheduled sends. This feature allows you to view a breakdown of all sent messages by message type and isolate different message types to view their send volume over different periods (see Graphs for more details).

Scheduled send will also include access to the send report. Here you will be able to access data points in the report that will then be reflected on the graph.

Please be aware: the overview stats show all scheduled sends combined (in their relevant categories).

Conversations

Let’s review the conversations tab. Here, you can see all the statistics for the combined two-way conversational activity and received messages.

The statistics you will be able to view here are the following:

• Active conversations
• New conversations
• Updated conversations 
• Sent messages 
• Received messages 
• Opt outs

You will also have access to Graph from the Conversations as well, with three graphs that cover the following:

• Number of conversations. 
• Number of sent & Received messages. 
• Number of received messages and opt-outs.  
• The Graphs will have the option to select types in each of them, as well as being able to isolate different periods (see Graph).

Reports

The reports section will let you download reported data. The same standard filters that we have seen in the other dashboards can be used to create each report. 

There are three reports that are available to you: 

• Outbound SMS 
• Scheduled Send
• Conversations 

Please be aware: The name a user has given to a scheduled send (e.g. a marketing campaign) is not shown in the report. An individual scheduled send can currently only be identified by its schedule ID.

Filters

1. Standard filters – You can filter each table and report using the same common filters from the dashboard (Date, Source, Account).
2. Selectable data filter – Filter all tables by clicking on any selectable data point within a table, such as message type, source, account reference, and so on.
   • All tables will be automatically organised to show only the specified data point, allowing for easy viewing. Additionally, the report can be downloaded per this filtered data.
3. Search box filter – Filter a single table:
   • You can search within a single table using any chosen data point for a more targeted retrieval of information.
   • The table will be automatically sorted to showcase only the relevant data point, and you will have the option to download the report based on this selection.

4. Applied filters – This will highlight what filters are currently applied to the report.

Features

Daily performance indicator

• Daily comparison of each metric reported
  • Grey bars in each column indicate a specific day’s performance for a metric (e.g. opt out), compared to other days within the date range selected. 
  • The order of the columns in each table can be changed. (The changed order will not be reflected in the downloaded report). 

Copy facility 

Download formats