Overview
The Campaign Report will show you how well your Campaigns are performing. You will be able to see the total number of calls made in a Campaign. By using breakdowns and filters, you can find out which List has the most success and run your Lists based on past history.
Contents
Running the Campaign Report
1.) Click the Reports main menu.
2.) Click the Custom Reports menu option.
The page will open on the Affiliate Conversion Report.
3.) Click Queue Report in the Common Reports list.
4.) Select a Date Range in the Filter Date Range box.
- (A) Start and End Dates fields: Allow you to enter a custom date range.
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(B) Quick Date buttons: Allow you to auto-fill the Date fields with the range options.
- These buttons calculate based on the current date. Use them when configuring a Saved Report to prevent duplicate metrics when the system re-runs it.
- (C) Time fields: Allow you to specify Start and End time hours and minutes.
- (D) Click Apply to save your chosen Dates and Times.
5.) Configure any Filters you want applied to the Report.
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Filters tab
- Call Types: Select from the types of calls to show in the Report: 3-way, Inbound, Outbound, and Manual.
- Users: Select from the Account Users to include in the Report.
- Campaigns: Select from the Campaigns.
- Queues: Select from the Queues.
- Statuses: Select from the system and custom statuses.
- Lists: Select from the Lead Lists.
- Talk Time: Select from greater than and less than and enter a custom value for Talk Time to filter against.
- DID Reputations: Select DID Reputations to show in the Report: Flagged or Blocked by AT&T, Flagged or Blocked By Complaints (FCC), Flagged or Blocked By T-Mobile, Flagged or Blocked by Verizon, and Not Flagged or Blocked By Any.
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Additional Filters tab
- Selected Caller IDs to Search: This drop-down allows the Admin to select specific Caller IDs for the Report.
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Add Caller IDs to Search: Admins add the Caller IDs they want to use in the Selected Caller IDs to Search field.
- (A) Country Code: Select the Country Code in this drop-down.
- (B) Phone Number: Enter the 10-digit phone number in this field.
- (C) Plus sign: Click this button to add the number to the available Caller IDs.
6.) Click the Break Down tab to select Break Downs.
- Horizontal Break Downs separate the data in the table based on the chosen filter.
- Vertical Break Downs add columns to the table based on the chosen filter.
7.) Click the blue Run Report button.
The Report will appear once it has finished processing. Admins can complete other tasks and will get a notification once it is ready.
Save Report
There are two options for saving your Reports. One version enables Admins to save the current results as a CSV file, while the other saves the criteria for re-running the Report.
1.) Click the Export to CSV button to download as a CSV file to your device.
1.) Alternatively, click the Save Report button to open the Save Report pop-out.
2.) Configure the Save Report fields:
- (A) Name: Specify your preferred Name.
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(B) Emails: Specify which email(s) will receive the Report.
- i.e., admin1@emailadress.com, admin2@emailadress.com, etc.
- (C) Frequency: Drop-down to specify a frequency for the Report to re-run and send emails.
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(D) Time: Specify when you want your Report to be saved.
- If not repeating this Save, then leave it at the Default of the current time.
- (E) Click Save when complete.
Reading the Campaign Report
The Campaign Report consists of a graph and a detailed table. The graph allows for visualizing your Campaigns' overall performance, and the table breaks down all the metrics in the graph.
X-axis: Campaign Names
Y-axis: Number of Calls
Graph Data
Each of these data points has a different colored bar:
- Calls: The total number of calls performed in this Campaign in the date range.
- Outbound: The total number of Outbound calls dialed by the Campaign in the date range.
- Inbound: The total number of Inbound calls to this Campaign in the date range.
- Manual: The total number of Manual calls performed by Agents in this Campaign in the date range.
Table Data
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Calls:
Total calls made to Leads in this Campaign. -
Contacts:
Total number of calls answered by the Lead or Agent. Calls that connect an Agent to an Answering Machine are still considered Contacts. -
Outbound:
Total number of Outbound calls made by the Campaign. -
Inbound:
Total number of Inbound calls made by Leads to this Campaign. -
Manual:
Total number of Manual calls made by Agents in this Campaign. -
3 Way:
Total number of 3 way calls that included Agents in this Campaign. -
Talk Time:
Total time Agents spent in calls with Leads in the List. -
Voicemail:
Total number of calls marked as Answering Machine or Voicemail in this Campaign. -
Drop:
Total number of Outbound calls dropped by the Campaign. -
Others:
Total number of calls not marked as Voicemail or Dropped. -
Voicemail %:
Total percentage of calls marked as Voicemail in this Campaign. -
Drop %:
Total percentage of calls dropped by the Campaign. -
Others %:
Total percentage of calls not marked as Voicemail or Dropped in this Campaign. -
Revenue
Total Revenue for all Transactions in each Campaign is calculated based on data from Leadspedia when using a Leadspedia Plugin. -
Returns
Total number of Transactions that resulted in a Refund in each Campaign is calculated based on data from Leadspedia when using a Leadspedia Plugin. -
Return %
The percentage of Transactions that resulted in a Refund in each Campaign is calculated based on data from Leadspedia when using a Leadspedia Plugin.
Note: The Returns and Revenue calculations are only available when using a Leadspedia Plugin. Otherwise, these columns will remain blank.
Note: If a List or a Campaign were deleted, you could still run a report, but it will show the name of the list as Deleted List (ID number) and the campaign as Deleted Campaign (ID number).