SMS result options

You can customize what your agents select to tell you about their messages. After an agent sends a message or receives a reply, they will be able to report a result. In some cases, a System Generated Result will be pre-selected for them. In other cases, the agent will select the result from a list of choices. To customize these options, within a specific campaign navigate to Campaign, Settings, SMS Result Options.

In some cases, when the agent takes certain actions during the messaging workflow, the result will be pre-selected for them, and they will not be able to change the result.

  • Donated - Credit Card: This result is selected if a credit card donation was recorded by the agent.

  • Donated - Other: This result is selected if an "other" type of donation was recorded by the agent.

  • Pledged - Online: This result is selected if an online pledge was recorded by the agent.

  • Pledged - Mail: This result is selected if a mail pledge was recorded by the agent.

  • Unspecified Pledge - Online: This result is selected if an unspecified online pledge was recorded by the agent.

  • Unspecified Pledge - Mail: This result is selected if an unspecified mail pledge was recorded by the agent.

  • Call Back: This result is selected if a call back was recorded by the agent.

When a system generated result is not automatically pre-selected, the SMS Result Options you add here will be available for agents to select from a drop down after sending a message. You can delete, edit, and add new result options.

To edit an existing SMS result option, select the edit icon (pencil) to the right of the option. You can also change the name of the SMS result option. For each SMS result option, you can map them to complete, phone complete, or don't complete.

  • Complete: If an SMS result option maps to “Is Complete,” then after an agent selects this result the prospect will be marked as complete and will receive no further outreach through this campaign.

  • Phone Complete: If an SMS result option maps to “Phone Complete,” it will mark the current phone number as complete and it will receive no further outreach in this campaign.

Select Save when you are done.

You can change the name of the SMS result option and for each option, you can map them to complete, phone complete, or don't complete.

To delete an SMS result option, select the X to the far right of the option.

To add a new SMS result option, select Add SMS Result Option at the bottom of the SMS result options list.