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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