Overview
The SMS Statistics Report in SalesExec lets admins review and monitor all SMS/text message activity handled through RingResponse — including sent and received messages, outcomes, volume, performance metrics, and overall usage patterns. Useful for tracking communication efficiency, compliance, and SMS-based engagement over time.
Key Functionality
Total SMS Volume — Provides total counts of SMS messages sent and received in a given period.
Message Outcome Breakdown — Tracks statuses such as delivered, failed, opt-out/rejection (when recipients reply STOP), or undelivered SMS.
Time-based Reporting — Allows filtering by date range (day/week/month/custom) to observe SMS activity patterns over time.
User/Agent & Number Level Filtering — Enables review of SMS stats per agent, phone number, or group — helpful for performance tracking or compliance audits.
History & Conversation Tracking — Displays full SMS conversation history per lead/contact, including inbound and outbound messages, for reference or compliance review.
Integration with Opt-Out / DNC Rules — Works alongside the Do-Not-Contact (DNC) list or opt-out logic so that messages to opted-out numbers are logged or blocked appropriately.
How to Use This Feature
Navigation
This report is located under the Lead Nurture Reports section within Reports.
Filter Options
Lead Transferred to User Date: Date the SMS activity took place. For example, if you choose This Week, this report will display all activities that took place from Sunday to Saturday.
Time Zone: Shows activity based on your set timezone.
Record Type: Show activity based on Record Type.
View: View between Template, or Nurture Strategy view.
Template View
The Template view shows all templates, to include manual texts and opt-in templates, sent to a lead.
Sent: Outlines the total number of templates sent.
Successful: Outlines the total number of templates sent to a lead successfully.
Unsuccessful: Outlines the total number of templates sent to a lead that failed. Failure can result from a bad phone number or a landline phone number.
Nurture Strategy View
The Nurture Strategy view shows all nurture strategies in which SMS text templates are used.
Leads Added: Shows the number of individual leads added to the nurture strategy.
Sent: Outlines the total number of templates sent.
Successful: Outlines the total number of templates sent to a lead successfully.
Unsuccessful: Outlines the total number of templates sent to a lead that failed. Failure can result from a bad phone number or a landline phone number.
Opted In: The total number of leads who opted-in to receive SMS Text messages.
Opted Out: The total number of leads who opted-out from receiving SMS Text messages.
Lead Reply: The total number of replies sent from a lead.
Best Practices
Regularly run SMS stats (e.g. weekly or monthly) to monitor delivery rates, failures, and overall SMS load.
Use filtering by user/agent or number to audit performance and ensure compliance for SMS outreach.
Combine SMS statistics with conversion or lead-quality data to measure the true impact of SMS outreach (not just volume).
Respect opt-out requests automatically — ensure opt-out rules/DNC are enforced to stay compliant.
Archive periodic reports if regulations or internal governance require retention of communication logs.
Troubleshooting
SMS count seems too high or low — Verify date range and filters; ensure messages were actually sent/received, and not blocked or filtered out.
Delivered status not appearing or many failed messages — Check that the SMS delivery integration (RingResponse) is properly configured and that numbers are valid.
Opt-out or DNC logic not applied/reported properly — Confirm that SMS opt-out filtering settings are enabled and functioning.
Report export fails or partial data exported — Try narrowing the date range or applying fewer filters to reduce data volume; large datasets can cause timeout or overflow.
No SMS data for a user despite activity — Verify that user SMS activity is logged and not filtered; confirm permissions and that correct phone lines were used for SMS.