Every time an agent reaches out to a customer (outbound message), the activity is registered as an engagement log in HubSpot. The registration happens automatically and in real-time. Each log shows the name of the agent who sent the message. For more information, you can extend the log to see the time and message content.
Creating Engagement Logging reports
To begin creating reports with Engagement Logging, follow these steps:
- Click on "Reports" in HubSpot to access the reporting section.
- Select "Create report" and choose "Custom Report Builder."
- Choose "Activities" as the basis for your report, as this represents the Engagement Logging automated by Rasayel.
- On the next page, you'll find all the available properties to select for your report.
- To track the number of activities per month, place "Count of activities" on the Y-axis and "Activity date" on the X-axis.
- To specify the time period, apply a filter to the "Activity date" and choose "is after." Add the date corresponding to one month earlier (or any desired period) to view relevant data.
- For a more detailed breakdown, consider filtering the report by week or day to analyze the daily engagement metrics.
Use case examples
Rasayel adds valuable context to HubSpot through Engagement Logging, allowing you to gain deeper insights into your communication strategies. Here are some use-case examples:
When you send a message using a template from Rasayel, the engagement is logged in HubSpot, providing visibility into which templates were used, how frequently, and their overall impact. Break down the filter by "Rasayel Template Name" to see what WhatsApp Message Templates are sent to your customers.
Message type tracking
Use the "Rasayel Message type" breakdown to see the different types of messages sent, such as text, images, templates, etc.
Break down the report by "Rasayel Channel Name," email, template name, and other criteria to gain specific insights into different aspects of communication.
Engagements have an owner, and by breaking down the counts by "Activity assigned to," you can analyze individual agent performance and identify the best-performing team members.
The examples provided above merely scratch the surface of the vast potential of Engagement Logging. This powerful tool offers almost limitless possibilities, enabling you to customize your approach to meet your unique needs.