Overview
The SalesExec Dialer SMS Statistics report lets administrators review SMS and text message activity handled through SalesExec Dialer. Use it to monitor sends, deliverability, response rates, opt-outs, and overall SMS usage for compliance and performance tracking.
Key Functionality
The report provides:
Total SMS volume: Total SMS messages sent and received in a selected period.
Message outcome breakdown: Statuses such as delivered, failed, opt-out/rejection (recipient replies STOP), or undelivered.
Time-based reporting: Filter by day, week, month, or custom date range.
User/agent and number filtering: Review SMS stats per agent, phone number, or group for performance tracking or compliance audits.
Conversation history: Full SMS conversation history per lead or contact, including inbound and outbound messages.
Opt-out and DNC integration: Works with Do-Not-Contact (DNC) or opt-out logic so messages to opted-out numbers are logged or blocked.
Before you Begin
You need access to the Reports section in SalesExec.
Confirm you have permission to view SMS statistics. Contact your administrator if you cannot access the report.
Ensure the SalesExec Dialer SMS delivery integration is configured if you need delivered status data.
How to Use This Feature
Access the Report
Go to Reports.
Under Lead Nurture Reports, select SalesExec Dialer SMS Statistics.
Note: The navigation menu may still display the legacy label "RingResponse SMS Statistics".
Set Filter Options
Filter Option | What it Does |
Lead Transferred To User Date | The date the SMS activity took place. For example, This Week shows activity from Sunday to Saturday. |
Time Zone | Shows activity based on your set time zone. |
Record Type | Shows activity based on the selected Record Type. |
View | Switches between Templates and Nurture Strategy views. |
Select your desired date range, time zone, and record type.
Choose a View: Templates or Nurture Strategy.
Template view
The Templates view shows all templates sent to a lead, including manual texts and opt-in templates.
Metric | Definition |
TEMPLATE NAME | Name of the SMS template. |
SENT | Total number of templates sent. |
SUCCESSFUL | Total number of templates sent successfully. |
% | Percentage of successful sends. |
UNSUCCESSFUL | Total number of templates that failed. Failure can result from a bad phone number or a landline number. |
% | Percentage of unsuccessful sends. |
Nurture Strategy view
The Nurture Strategy view shows all nurture strategies that use SMS text templates.
Metric | Definition |
NURTURE NAME | Name of the nurture strategy. |
LEADS ADDED | Number of individual leads added to the nurture strategy. |
SENT | Total number of templates sent. |
SUCCESSFUL | Total number of templates sent successfully. |
% | Percentage of successful sends. |
UNSUCCESSFUL | Total number of templates that failed. Failure can result from a bad phone number or a landline number. |
% | Percentage of unsuccessful sends. |
OPTED IN | Total number of leads who opted in to receive SMS text messages. |
% | Percentage of opted-in leads. |
OPTED OUT | Total number of leads who opted out of receiving SMS text messages. |
% | Percentage of opted-out leads. |
LEAD REPLY | Total number of replies sent from a lead. |
% | Percentage of lead replies. |
Confirm it worked
After you apply filters, the report displays the selected View. Verify the date range, record type, and view match your selection. The totals and percentages should update based on the filtered data.
Best practices
Run SMS stats regularly (weekly or monthly) to monitor delivery rates, failures, and overall SMS load.
Filter 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 and DNC are enforced.
Archive periodic reports if regulations or internal governance require retention of communication logs.
Troubleshooting
Issue | What to check |
SMS count seems too high or low | Verify the date range and filters. Ensure messages were actually sent or received and not blocked. |
Delivered status missing or many failed messages | Check that the SMS delivery integration (SalesExec Dialer) is configured and that numbers are valid. |
Opt-out or DNC logic not applied or reported | Confirm SMS opt-out filtering settings are enabled and functioning. |
Report export fails or partial data exported | Narrow the date range or apply fewer filters to reduce data volume. Large datasets can cause timeouts. |
No SMS data for a user despite activity | Verify the user's SMS activity is logged and not filtered. Confirm permissions and that correct phone lines were used. |
FAQ
What does the SMS Statistics report show?
It shows SMS activity handled through SalesExec Dialer, including sent and received messages, outcomes, volume, and opt-in/opt-out data.
Where do I find this report?
Under Reports > Lead Nurture Reports > SalesExec Dialer SMS Statistics.
What is the difference between Template view and Nurture Strategy view?
Templates view shows all templates sent to leads, including manual texts. Nurture Strategy view shows SMS activity within nurture strategies.
What counts as an unsuccessful SMS?
A failed send, often due to a bad phone number or a landline number.
How do opt-outs appear?
In the Nurture Strategy view, OPTED OUT shows the number of leads who opted out. Opt-out logic also works with DNC rules.
Can I filter by agent or phone number?
Yes. Use the available filters for user, agent, number, or group.