Customer Text Opt-In % Reporting
gathering votes
E
Eric Wier
It would be really nice to see the % of leads that have come in for the month and the % that have opted-In to text. The more leads we have opted-in to text the better chance we have getting in contact with them in the future. I want to be able to see how many of our leads for the month have opted into text and have that broken down by User. If a Rep isn't asking enough of their customers to opt-in to text I would want to train them to make it part of their conversation.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Eric, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Eric Wier, thanks for this post! I have a few more questions for you:
- Can you clarify how you would like the opt-in percentages to be displayed? Would you prefer a daily, weekly, or monthly breakdown?
- Would you like to see this information for each individual lead, or would you prefer a summary for all leads?
- Are there any other metrics or data points you would like to see in this report?
E
Eric Wier
Shelby Parker,
I would like to see the report broken down by user.
Based off the number of Internet leads in their name MTD
Customer engaged %
Text opt-in requested %
Customer Text opted-in %