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(Legacy CRM) Text Delivery Report

Learn how to produce a report showing your organization’s outbound text messaging.

Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

To run a report showing texts that your organization sent out (including the status results of those texts) do the following:

Step 1: Click Reports > Marketing > Text Delivery.

Step 2: Select a date range and/or any other criteria you want to use to limit / focus your results.

Step 3: Click “VIEW”.

(The following example is based on test data; your report will show the same type of information organized in the same way but will have more realistic content.)

If “Show Report Type” is “Detail”, you can click on an individual result and you will be taken to that lead and that text message.

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