SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps, This guide also has content for users to use sms-magic.

Exporting Campaign Statistics

You can export the data of Campaign Statistics as per your requirement by creating a custom report using objects Converse Campaign and Recurring Statistics. Following is the step-by-step process for the same.

Create Report Type

Create-Report-Type

  1. Click on Setup. For classic click on Setup and for lightning click on Gear Icon ⚙️ > Setup.

  2. In Setup search for Report Types.

  3. Click on New Custom Report Type

  4. In step one: Define the Custom Report Type

  • Select Primary Object as Converse Campaigns

  • Give any value to Report Type Label and Report Type Name

  • Add Description

  • Select Store in Category as Administrative Reports

  • In Deployment Status select Deployed

  • Click Next

Define Custom Report type

  1. In step two: Define Report Records Set

  • Click on Click to relate another object.

  • Select another object as Recurring Statistics.

  • Select A to B Relationship as "A" records may or may not have related "B" records.

  • Click Save.

Define Report Record Type

Create Custom Report

  1. Go to the Reports tab.

  2. Click on New Report.

  3. In Report Type, search the report type that you have created earlier in the above steps.

  4. Select the report type and click create/continue.

Create New Custom Report

  1. You will land on the report creation page. Here you have to choose desired columns that you want in your report.

  2. First Click on Remove All Columns Option. This will remove all columns from the report.

Custom Report Remove all columns

  1. Next, in the quick find box of the Field section, search for Converse Campaign ID.

Drag and Drop Fields in report

  1. Similarly, do the same for the following fields. (follow steps 7 and 8)

Object

Field

Description

Converse Campaign

Name 

Name of the Campaign

Converse Campaign

Converse Campaign ID

ID of the Campaign 

Recurring Statistics

Recurring Statistics ID

ID of the Recurring Campaign

Converse Campaign

Converse Template: Converse Template Number

Template used for the Campaign

Converse Campaign

isRecurring

Describes if the Campaign is Recurring

Recurring Statistics

Status

Status of the Campaign


Converse Campaign

Failed Reason

Failed Reason for the failed Campaign

Converse Campaign

Created Date

Created Date of the Campaign

Converse Campaign

End Date

End Date of the Campaign

Recurring Statistics

Executed Date

Last Executed Date of the Campaign

Converse Campaign

Next Scheduled Date

Next Scheduled Date of the Campaign

Converse Campaign

Object

Object selected to run the Campaign

Recurring Statistics

Total Records

It is the total number of records that were present in your List view or Report at the time of processing

Recurring Statistics

Processed

It is the number of valid records processed from List view/ Report to trigger messages. Records that do not have phone field value won’t be processed.

Recurring Statistics

Sent

It is the total number of messages sent after processing valid records from the List view/ Report,  excluding messages failed in the system with SMS-History status as 'ERROR' or 'FAILED'.

Recurring Statistics

Delivered

It is the total number of messages delivered successfully 

Recurring Statistics

Response

It is the total number of incoming messages received against the delivered messages

Recurring Statistics

Response Rate

It is the percentage of the number of incoming messages received divided by the total delivered messages

Recurring Statistics

Credits Consumed

Total credits consumed for the Campaign

  1.  You can add Filters from the Filters Section i.e. Range of created dates must be from to .

Select Date Range

  1. Click on Run Report.

  2. Click on Save As.

  3. Add Report Name, Report Description, Report Unique Name, Report Folder, and click on Save.

  4. Your report is saved now.

  5. You can customize it again by clicking on your Report and clicking on Customize.

  6. To Export your report data in Excel form, click on Export Details.

Export Report Data

  1. Select desired Export File Encoding and Export File Format and click on Export.

Select encoding and export type

Updated on Feb 14, 2024

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