To access the SMS History Report, click the App Drawer button then click View All > Reports > Marketing > SMS History.
The SMS History Report is a marketing report that provides an overview of all SMS messages sent to clients during the selected date range. The summary cards at the top of the page provide an overview of the key information in the report.
Note: Businesses that use SMS notifications are charged monthly for the SMS messages they send between 12:00 a.m. EST on the first day of month and 11:59 p.m. EST on the last day of the month.
Summary cards in the SMS History Report
Summary card | Description |
Total Delivered | The total number of SMS messages sent or received during the selected date range. |
Inbound | The total number of SMS messages received during the selected date range. |
Outbound | The total amount of SMS messages sent during the selected date range. |
Failed | The total number of SMS messages that failed to be sent during the selected date range. |
Undelivered | The total number of SMS messages that were undelivered during the selected date range |
Marketing | The total number of SMS messages that were delivered via marketing campaigns. |
Transactional | The total number of SMS messages that were delivered via client or staff notifications. |
Headings in the SMS History Report
Heading | Description |
SMS Type | The type of SMS message that was sent. |
Sent | The date and time that the SMS message was sent. |
Sender | The staff member or client who sent the SMS message.
If the SMS message was automated by the system, the sender will be listed as Automated. |
Receiver | The staff member or client who received the message.
Client info is displayed for each client. Click their name or any of the available icons to jump to their client profile. |
Status | The status of the SMS message. The possible SMS statuses are:
|
Channel | Shows if the message was Inbound or Outbound. |
Resend | Click the icon in this column to resend the SMS message to the client’s associated mobile phone number. |
Body | Click the icon in this column to expand a preview of the SMS message that was sent to the client. |
Advanced filters in the SMS History Report
Filter | Description |
Notification type | Determines which SMS messages to include in the report based on which notification type was sent. Only one selection can be made at a time. |
SMS Status | Determines which SMS messages to include in the report based on their delivery status. |
SMS Channel | Determines which SMS messages to include in the report based on whether they were inbound or outbound. |
Contact Type | Determines which SMS messages to include in the report based on which contact types were used. |