Reporting Recipe: Aligning Contact Lists with Conversations

In the Conversation Editor you can see the full list of all the mapped contact lists tied to each conversation, however, there is no way to evaluate each contact list’s performance from this tool.

We’ve made it easy for you to quickly pull a report on the contact lists tied to each conversation and analyze the performance of each list against each other so you can best decide which of your messages are having the most success.

What You’ll Need

• Access to the Conversation Editor.
  • Admins will have access to this by default, but managers will need to request this setting be added to their profiles.
• Access to Conversica reports.
  • Admins, managers, or users with manager permissions, have access to reporting in the Conversica Dashboard.
• Familiarity with creating custom reports. For more information on this process, please read Creating Custom Reports in our Help Center.

How to Create the Report

1. From the Conversation Editor, hover over the Conversation banner so you can see the following options:
   • Select Contact List
   • Map New
   • View Report
2. Choose View Report.
   
3. This will open the Reporting page and default these report settings:
   • Date range = Last 30 Days
   • Submitted Leads
   • Breakdown By: None
   • The advanced filter of the conversation to whatever conversation you selected to analyze.
4. Change the breakdown from None to Contact List.
5. Once the data is separated by Contact List, you can adjust the Metrics you are seeing to reflect the value points that interest you the most.
   • By default, most of our Preset Reports will include the following metrics:
     • Attempted Leads
     • Engaged Leads (% of Messaged)
     • Leads Ever Hot (% of Messaged)
     • Leads Ever Satisfied (% of Messaged)
     • Leads Opened Tracking Image
     • Leads Opened Tracking Image (% of Leads Sent Tracking Image)
     • Messaged Leads
     • Unhealthy (% of Attempted Leads)
   • To only see certain metrics for each Contact List, adjust your filters and click Apply to update the report.

How to Review the Report

You now have a report for the selected conversation, broken down by all the Contact Lists that are mapped to that messaging.

To view more than one conversation, go to Advanced Filters and select another conversation type within the Conversation dropdown.

Once you have the report set with the desired filters, we encourage you to save this as a New Custom Report, so you can revisit it at any time. Additionally, should you wish to make changes to this custom report and create a new saved report, this is also possible. If you need more support on our Custom Reporting tool, please see our Help Center article on Saving and Sharing Custom Reports.

Suggested Frequency to Run this Report

• As needed, but it can be especially helpful when A-B testing different messaging within the same conversation, or trying out two different conversations to see what is more effective.

Additional Resources

To learn more about the available reports and how to use them to your benefit, check out this related article:

• For an overview of the available reports, check out our Reporting article.