What is an Engagement Funnel in TextingOnly?

An Engagement Funnel is TextingOnly's conversation attribution report — it shows how many contacts entered a Lead Collector, how many completed it, and how many dropped off at each step. It is the SMS equivalent of a funnel report in Google Analytics, showing opt-in rate, partial engagement rate, and completion rate for every active campaign.

What is the difference between partial engagement and completed engagement?

Partial engagement means a contact sent their first message and entered the funnel but did not complete all the questions or menu steps. Completed engagement means a contact went through every step of the collector and triggered the final confirmation message. Both are tracked — partial engagements are not lost; they are available for re-engagement campaigns.

How do I use Engagement Funnel data to improve my campaigns?

Look for the step with the highest drop-off rate. If contacts consistently abandon at Question 3, that question is too long, too personal, or too confusing. Simplify the wording, shorten the options, or remove the question entirely. A drop-off at the opt-in step means the entry point message needs to be clearer about what the contact is opting into.

Reporting: Engagement Funnels

PostedSeptember 20, 2024

UpdatedApril 23, 2026

ByTextingOnly

Data & Attribution

Reporting: Engagement Funnels

Track contact progression through your SMS automation steps. Identify exactly where prospects are dropping off, measure opt-in and completion rates, and use the data to improve campaign performance.

Reporting Attribution Campaign Optimization ⏱ 5 min read · No technical setup required

What is an Engagement Funnel?

An Engagement Funnel is TextingOnly’s conversation attribution report. It shows — for every active Lead Collector — how many contacts entered, how many completed every step, and how many dropped off along the way.

Think of it as the SMS equivalent of a Google Analytics funnel report: instead of tracking page views and form submissions, it tracks opt-ins, conversation steps, and lead deliveries. It is the data that answers “is my campaign actually working — and if not, exactly where is it breaking?”

The Three Metrics That Matter

Every Engagement Funnel report shows three core measurements for each collector:

Opt-In Entry Rate Contacts who sent the first message and entered the collector. This is your raw lead volume — how many people responded to your entry point.

Partial Partial Engagement Contacts who started but didn’t complete all steps. Phone number and all data collected up to drop-off are saved. These are re-engageable.

Complete Completed Engagement Contacts who completed every step and triggered the final confirmation message. These are your fully qualified leads.

Key principle

Partial engagements are not lost leads. The moment a contact sends their first message, their carrier-verified phone number is captured along with the entry point, campaign tag, and timestamp — even if they never reply again. TextingOnly stores partial engagements separately so you can run targeted re-engagement campaigns to contacts who started but didn’t finish.

What the Data Is Actually Telling You

High opt-in, low completion → The funnel is too long or has a friction question

If contacts enter at a healthy rate but most drop off before completing, the collector itself is the problem — not the entry point. Look at which specific step has the highest drop-off rate and simplify it. Common fixes: remove a question that asks for information too early (email address, last name), shorten a question that’s too wordy, or break a complex menu into smaller steps.

Low opt-in → The entry point message needs work

If few contacts are entering the funnel at all, the QR code or SmartLink is generating impressions but the initial message isn’t compelling enough to send. Review the initial message copy — it should be clear about what the contact will get, short, and direct. “Text us to get started” underperforms vs. “Text us — we’ll send you the quote in 60 seconds.”

High completion, low lead delivery → Check your alert settings

If completion rates are strong but your team isn’t receiving lead alerts, check the notification email addresses in the collector settings and confirm the alert trigger is set to fire on completion.

How to Access Engagement Funnel Reports

Go to your subgroup dashboard

Select the subgroup containing the campaign you want to measure.

Click Reporting in the left navigation

The Reporting section contains all attribution data for that subgroup.

Select the Engagement Funnels tab

This shows funnel-level data for all active Lead Collectors in the subgroup.

Set your date range

Filter by campaign period, week, or month using the date range picker.

Review the Opt-In, Partial, and Completed columns

Identify the gap between opt-ins and completions. Click any collector name to drill into step-by-step drop-off data.

✓

Export or act on partial engagement list

Download the partial engagement contact list for re-engagement campaigns — or set up an automated follow-up sequence to reach them at a scheduled interval.

See This in Practice

Engagement Funnel data is the proof layer behind TextingOnly’s attribution model. These Insights articles explain the strategy — the Engagement Funnel report is what you use to measure it.