Accessing and Understanding Reports in TextingOnly

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Accessing & Understanding Reports:
Measure Your
Messaging Performance

TextingOnly’s reports show where leads come from, where they drop off, which campaigns drove replies, and which entry points convert best. This is where you prove ROI — and find what to optimize next.

ReportsAnalyticsROIEngagement Funnels
What You’ll SeeInbound lead funnels, outbound campaign interactions, engagement drop-off by step, and per-entry-point attribution — in one place.
What It ProvesWhich channels produce leads. Which collectors have the highest completion rate. Which campaigns drove the most qualified replies. Real numbers, per source.
Who Needs ItAgencies use it for client reporting. Business owners use it to optimize spend. Sales teams use it to prioritize follow-up.

Reports are where the platform’s activity becomes business data. Every SmartLink tap, QR scan, OTTO conversation, and campaign send generates reportable events — organized by report type so you can answer specific questions quickly.

Report Types

📥
Inbound Lead Funnels

Shows each contact who entered a collector — how many started, how many completed each step, how many qualified. Where people drop off reveals friction in your OTTO flow.

📤
Outbound Campaign Interactions

Delivery rate, reply rate, opt-out rate per campaign. Which contacts replied YES, which replied STOP, which never responded. Used to build re-engagement segments.

🔻
Engagement Funnel Reporting

Step-by-step funnel visualization — how many entered Step 1, how many reached Step 2, where drop-off happens. Shows exactly where to simplify your collector flow.

📍
Entry Point Attribution

Per-SmartLink and per-QR code breakdown — which placements drive the most opt-ins and highest-quality leads. Informs where to invest more vs. less.


Accessing Reports

1
Go to Reports in the main navigation
Select the report type from the tabs: Inbound Leads · Outbound Campaigns · Engagement Funnels
2
Filter by date range, collector, or campaign
Narrow the view to specific time windows or specific collectors/campaigns to isolate the data you need
3
Export for client reporting or CRM import
CSV export available on all report types — structured contact data with engagement timestamps, entry points, and qualification status
Use engagement funnel data to optimize collectors
High drop-off at Step 2 = that question is too complex or unclear. Simplify it and re-run to compare completion rates.

Agency Reporting

For agency accounts, reports are scoped to the active subgroup. Switch subgroups to view each client’s data separately. Use the CSV export to build client-facing reports — delivery rates, lead volume, qualified lead count, and entry point attribution all available per subgroup.

Reports answer the only question clients actually care about: “How many leads did this generate, where did they come from, and what did they cost?”

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