What it shows
Pick a period (the last 30 days by default; also 7 or 90 days, all time or a custom range) and you will see:- Sent: invitations that went out.
- Delivered: the ones the provider confirmed as delivered.
- Answered: the ones that got at least one response.
- Response rate: answered over sent.
- Not sent: invitations that never went out, with the reason.
- Sends by tool: one row per tool with its type, the sends by Email and by WhatsApp, the total Sent and the Answered ones.
A tool’s detail
Click a row of Sends by tool to open its sends in the same period. There you will see the invitations table: date, recipient (the client’s name, email or phone), channel and what happened to each one (answered, delivered or sent without an answer, or did not arrive). Filter it by Answered, Not answered and Not sent to know whom to reach again. From the detail you can also:- Open in Tools or Open in classic view to open the tool.
- Download CSV with one row per invitation: date, tool, channel, name, email, phone, status and reason.
Why an invitation was not sent
Invitations that were not sent do not count toward the response rate.