Keep track of all of the texts you send and receive using your CallRail tracking numbers. Text message analytics allow you to monitor the volume of messages going in and out of your business and provide important information about the customers who are reaching out to you every day.
Getting started
A text "conversation" is CallRail's method of grouping and displaying data. A conversation is defined as any one-to-one chat conversation over a 24 hour period between 12 AM and 11:59 PM. Each day's conversation exists separately from one another. The customer continues to see your text messages on their mobile device as a continuous conversation. Conversations can include multiple tracking numbers.
Only local U.S. and Canadian tracking numbers can send and receive text messages.
Learn more about text messaging inside of CallRail.
Viewing your text analytics
You can access each of your text conversations from your Conversations dashboard. Here, you'll see an overview of your volume, as well as find a link to your full timeline.
- Select Analytics in the navigation bar on the left, then Activity at the top of the page.
- Select Text Conversations within Texts on the menu to the left.
- At the top of the page, your graph displays your volume for the selected date range.
- Beneath the graph is your conversation log, which includes details about the customer you're having a conversation with.
- Select the Timeline icon on the far right of a specific call on the log to be taken to your full timeline featuring calls and text conversations.
- Select the Export button below and to the right of the graph to print or export your activity log as a CSV file.
Viewing text attribution in the timeline
The caller timeline features your text conversations and phone interactions in one cohesive place. Inside the timeline, you can read every conversation you had with a customer within the context of each call they've made to your business. You can also see the frequency of messages sent between customer and agent.
- Select Analytics in the navigation bar on the left, then select Activity at the top of the page.
- select the Timeline icon on the far right of the row of the caller whose timeline you'd like to see.
- Text conversations will appear in context with your full call history.
- The Text Message Frequency Graph shows the volume of messages sent each hour by both the customer and agent.
Reporting on conversations with multiple tracking numbers
A conversation can have messages from multiple trackers. If your text log shows more than one tracker, please note the following:
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The Number name column always shows the most recent tracking number that was communicated to the lead. This does not take into account any filters applied.
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The Total message column always shows the total number of messages within that conversation's past 24 hours. This does not take into account any filters applied.
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You can use the Numbers filter to see conversations with at least one message from the selected tracker.