Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Warning
titleWARNING: This page is internal-only

Prior to releasing this feature:

  • Make sure that viewing restrictions are removed
  • Check to make sure that contents are correct and easy-to-follow
  • Remove this warning message
Info
titleThis feature requires a CommCare Software Plan

This feature (CloudCareCommCare Messaging) is only available to CommCare users with a Pro Standard Plan or higher. For more details, see the CommCare Software Plan page.

 

Table of Contents

Report: Message Log  

Overview

The Message Log is a cumulative list of all the messages sent and received messagesIt This is the most complete data set for the history of all SMS-interaction and it can be filtered by date and message typeinteractions.

Go to Reports, and find the Messaging section to access the Message Log. 

...

  • Broadcast - outgoing message content
  • Reminder - scheduled messages
  • Survey - collects data from incoming messages
  • Keyword - a word or letter that triggers an action in HQ including opening a form, sends a reply, escalates an alert. 
  • Other - messages from an unrecognized source

Don't forget that a A single message can be tagged as multiple types.  For example, a survey that is submitted as a structured keyword will be tagged as survey and keyword.   

Image Added

Filtering the Report

The report will let you filter to view a specific set of messages.  You can filter by:

  • Date range of the message
  • Type of message (Broadcast message, keyword, reminder, survey, etc.)
  • Location

Image Removed

Message Log includes: 

  • Timestamp - date/time from the server (shown in the project's timezone.)

  • User Name - name of the contact, a case or user

  • Phone Number - phone number of the phone involved in the interaction

  • Direction - incoming or outgoing message

  • Message - the actual text sent out or received in the message

  • Type of message 

After applying the filter you can choose "export to Excel" if you'd like more complex analysis.

Use of the Feature

  • This is the first place you should go when investigating the use of Messaging in your project space.
  • The report can be filtered: to a specific data range, certain types of messages, and on locationsWhen investigating Messaging questions, start here

Notes and Limitations

  • You cannot delete messages from the message log.

Report: Message History 

Overview

The Messaging History report allows you to view all of the messaging related activity for a project - it will list any successful and attempted messages to help you troubleshoot and understand your messaging project.   For unsuccessful messages

If there was an error in sending the message, the report will show the reason for failure (missing phone number, duplicate phone number, etc.).  

...

 Or navigate directly using https://www.commcarehq.org/a/project/reports/messaging_events/

...

Image Added

Filtering the Report

The report will let you filter to view a specific set of messages.  You can filter by:

  • Date range of the message
  • Type of message (Broadcast message, keyword, reminder, survey, etc.)
  • Status - Completed, In Progress (for two way surveys), Error
  • Phone Number for Message

Image Removed

View Message Details

The report will list individual messaging events - an event could contain multiple messages (ex. an SMS survey will contain many messages between CommCareHQ and the participant, but will only be listed once).  

  • View Details: Link to individual event will show the specific messages that are part of that event (and the status of each).  

  • Recipient name: Link to a case data page.  

  • Content: Link to the reminder set-up that triggered the message.

Image Added

Notes and Limitations

For unsuccessful messages, the report will show the reason for failure (missing phone number, duplicate phone number, etc.).  


Report: SMS Usage Report 

Overview

Describe the feature in simple language, including:

  • A brief general description
  • Common use cases
  • Key relationships to other features
  • Use of the Feature

 Use this report to check the activity of mobile workers in your project. This is similar to the standard worker monitoring report. 


Image Added

Filtering the Report

The report will let you filter to view a specific set of messages.  You can filter by:

  • Reporting group
  • Date range of the message

Use the Report

The report provides a high level summary for each user, with three columns

  1. Number of messages Messages receivedNumber of messages
  2. Messages sent 
  3. Number of Phone Numbers used 

Image RemovedNotes and Limitations

Describe the basic steps or you should take to use this feature. Include screenshots wherever useful.

This does not need to be very detailed step-by-step guidance; that is done through a tutorial/guide and will be on a separate page

Notes and Limitations

Only contacts with verified accounts are included in this reportIf the mobile worker has never used a phone number, they are also inactive. 

Only contacts with verified accounts are included in this report. 

 

Report: SMS Opt Out Report

Overview

 Use this report to check if a contact has opted out of receiving SMS messages.

If a contact has opted out, they will no longer receive SMS messages under any condition. 

Image Added


Filtering the Report

The report will show Phone Numbers who have used the opt-out workflow, across the life of the project. 

The report can exported to Excel where the data can be manipulated more easily. 

The report does not link to other pages on CommCareHQ.

Use the Report

The report identifies contacts in a project space who have used the opt-out workflow.

The list of contacts shows the timestamp of their last action and if a contact has accepted to receive SMS.

  1. No, cannot receive SMS. The row will show a time stamp for Last Opt Out Timestamp
    To opt out, a contact must text in the word "Stop"

  2. Yes, can receive SMS. The row will show a time stamp for Last Opt In Timestamp. 
    To opt in, a contact must text in the word "Yes"
    The user will receive a message, 
    "You have opted-in to receive messages from CommCareHQ. To opt-out, reply to this number with STOP

Notes and Limitations

You can not filter this report based on standard parameters