First day video reporting issues
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Carter Brown
We had a chat with Cheng on Nov 13th that concluded around 1:30pm MST
Basically we are having an issue where, when the customer is not opted in, and there is only a phone number, and we are unable to send one, its still reporting that we haven't sent a video day one.
Even though the customer is not opted in, so its not really eligible...
Were requesting that the customer does not fall into the eligible bucket until they are actually opted in and can be texted the video.
Thank you!
Shelby Parker
Thank you for posting, Carter Brown! I have a few more questions for you:
- Can you clarify if the issue occurs with all customers who are not opted in, or only specific cases?
- Is there a specific notification or alert you would like to receive when a customer is not eligible to receive a video?
- How do you currently track or manage customers who are not opted in for receiving videos?
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Matthew Cheng
For more context here;
Report referenced is "Lead Engaged", and metric referenced is Video Eligible BH Day 1. A customer with only phone number attached that fails to opt in Day 1 per reporting criteria is marked as eligible for videos, when no contact method to send them a video is enabled.
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Carter Brown
Matthew Cheng Apologies! I didn't know your first name was Matthew haha. Yes that is very succinct. Basically if we are getting measured on our first day video stats but are unable to do that until the customer opts in (in the case where we only have a phone number) then to measure accurately we actually need to have the opportunity to send the video. Until there is an opt in, they're not really eligible to receive that video, etc. Hope this is clear! And thank you both for the help