This guide provides a complete list of all the filters you'll find in the Conversica Dashboard, their different values, and definitions.
- Lead Manager
- Extended Definitions for Filter Selections
- Conversation Stage and Status Definitions
- Reporting Metric Definitions
The Lead Manager is a central database to manage leads in the Dashboard. You can access the Lead Manager by clicking on Lead Manager on the navigation menu at the top of the page. There are two views: List View and Response View. List View organizes leads into a tabular view and Response view organizes leads by their responses to the Revenue Digital Assistant™.
Each view provides a series of filters to help you refine the results. Default filters are displayed at the top of the page. You can also access more filters by clicking on the Advanced Settings toggle, located just below the “Stars” filter:
In the Advanced Settings you’ll find the following filters:
Here’s a closer look at the available filters:
|Conversation Stage||Conversation Status||Definition|
|Preparing Lead||Preparing Lead||Lead has been received by Conversica and has not been scheduled for the first message.|
|First Message Scheduled||Lead has its first message scheduled, but not sent.|
|Messaging||Sent Message||Lead has been sent at least one message and no response to the current
series has been received
|Out of Office||Received out of office message. Lead will remain in this status until the
next message is sent (based on date extracted)
|Checking Back Later||Received message asking to check back later. Lead will remain in this
status until the follow-up check back later message is sent.
|Received Response||System is reviewing response.|
|Messaged Scheduled||Next message is scheduled, but not set.|
|Excluded (Client requested lead not be worked)||Excluded (Lead Source)||Client requested do not work specific lead source.|
|Excluded (Rep)||Client requested do not work specific rep's leads.|
|Excluded (Lead Status)||Client requested do not work specific lead status.|
|Excluded (Rule)||Other reasons for exclusion, typically client rule.|
|Unworkable||No Rep Assignment||System is missing rep and no default rep is set.|
|Duplicate (Internal)||Lead is a duplicate of earlier lead from the client.|
|Duplicate (CRM)||Client CRM marked leads as duplicate.|
|Duplicate (External)||Lead is a duplicate of earlier lead from another dealership.|
|Invalid Email||Lead is invalidated by email verification system.|
|Malformed Email||Lead does not have correct email address format.|
|No Email||Lead does not have an email address.|
|Bounced||Message could not be delivered to lead inbox due to three soft bounces (e.g., mailbox is full) or one hard bounced (e.g., domain does not exist)|
|Lead Stopped||Unsubscribed||Lead clicked unsubscribed link in message.|
|Marked Spam||Lead marked message as spam.|
|Lead Requested Stop||Conversica system interprets that lead wants messaging to stop for whatever reason.|
|Do Not Email||Lead was marked as Do Not Email by Conversica system.|
|Client Stopped||Manager Stopped||Rep's Manager stopped messaging.|
|Rep Stopped||Rep stopped messaging.|
|Admin Stopped||Client Admin stopped messaging.|
|Inactive Service||Lead deactivated due to an inactive (terminated) Service.|
|CRM Stopped||Client's CRM stopped messaging through the Conversica Options field.|
|Client Requested Stop||Conversica Support stopped messaging due to a request from the client.|
|Conversica Stopped||Listening||Leads that do not respond within seven days after the last message in the
series. Listening mode lasts for 30 days and then the status will change to
a stop state. A lead could move to Messaging/Response Received if a
response is received. The cutoff for processing responses and sending
messages to a lead is 1 year.
|Marked Sold||Lead marked as having purchased.|
|Conversation Complete||Conversation with a lead is complete. System is not expecting any further responses.|
|System Stopped||Response is such that system cannot continue messaging, but the lead did not request stop.|
|Pause Limit Exceeded||Paused leads that have passed the limit for being worked.|
|Service Not Active||Service for lead is not active. Lead has not been messaged.|
The Reporting section of the dashboard is a great place to monitor progress and performance across your account. To access Conversica reporting, click on the Reporting tab from the navigation menu at the top of the page.
Here you’ll find a variety of different reporting tabs ranging from Assistant Activity to Custom Reports to help you keep track of your performance.
Within each report, you’ll notice a series of different metrics that we use to measure performance. Below is a complete list of these metrics and their definitions.