The dashboard tells you everything you need to know about your ResponseiQ account. To delve deeper into your calls, you'll need to take a look at your call reports:
Call List: Status icons
The call has successfully connected
We called the customer but they did not pick up
We called the customer but got thier voicemail
β
β
Agent/Agents did not pick up (missed call)
β
The customer was on the phone when we called them (engaged)
The call has been scheduled but hasn't happened yet
Incoming Call received during out of hours
Call Source Icons
Incoming Call via Call Tracking
Outgoing Call via Widget
Call via API (Lead Connect)
Call via Email (Lead Connect)
Call via Lead Mgmt Campaign
Live Call
Scheduled Call
Automated Retry Call
Scheduled Follow-up Call
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Mobile - Browser Info
Tablet - Browser Info
Standard Search Bar
This section can be used to quickly filter your data by a ResponseiQ Service, Company Account Domain or Date Range.
Service
You can choose to view data by a particular ResponseiQ Service you use out of Widget, Call Tracking, Lead Connect or Lead Management Campaign.
Domain
If you have more than one domain on your account, you can filter them individually here.
Date Range
Search Call Records using a particular date range with preset options or set a custom date range.
Advanced Filters
Use this section to dive deeper into every unique aspect of widget activity, including referral sites (PPC/Adwords etc), connected calls, agent activity and more.
Status
This section allows you to look at a breakdown of how many calls were scheduled, connected and missed by the agent/customer.
Agent
See all the activity from a particular agent.
Call Origin
Search the call records if they were Scheduled or were Live calls
Call-ID
Search for a particular call record using the Call-ID
Outcome Tracking
If Outcome Tracking is enabled, you can search calls with a specific outcome logged
Duration
Filter calls by call duration. You can input duration using "<" or ">" for less than and greater than respectively with a value in terms of seconds, e.g. <100 or >200
Search
You can filter the data for a particular lead's name, email or phone number. See if you're getting repeat calls.
Channel
Great for tracking visitor origination and investigating marketing efforts by traffic source Channels
Source
Filter to view calls from a particular traffic source
Medium
Choose a Medium to look for the calls attributed to a specific traffic source medium
Campaign
This will be helpful to view calls generated via a particular marketing Campaign
Looking at % of connected calls on the dashboard
If you're looking at your dashboard and struggling to understand why some of your calls weren't 'connected', you'll get a clearer picture by looking at some of the status icons explained above.
Rather than scrolling through the report, you can also use the Advanced Filters button at the top of the report page and the use Status drop-down to highlight particular areas of interest/concern.
Once you have selected an area of focus, you can continue to select other data fields and either views the results on the dashboard or export for external purposes.
Traffic Source Attribution
If you're not tracking via Google Analytics, you can use our dashboard to find out which referrer URLs are leading to callback pages. You will need to select one at a time to evaluate volume, so this can take a bit of time.
Read more about ResponseiQ Attribution here