Reporting and Analytics 

All standard Salesforce reporting capabilities are available for use with Modern Campus Message and IU SMS Consent. 

Standard, template reports are available in the Modern Campus Message Template Reports folder.  

Users are encouraged to duplicate these reports so they can be customized. To use a template report: 

1. Open the Report you want to duplicate 
2. Next to the “Edit” button, click the drop-down arrow and select “Save As” 
3. The Report Name will automatically be prepended with “Copy of”. Adjust the Report Name as needed. 
4. Press tab to automatically populate the Report Unique Name. 
5. Update the Report Description as needed. 
6. Under “Folder”, click “Select Folder” 
7. Click ‘All Folders’ to move up in the folder hierarchy and see all available folders. 
8. Choose “Private Reports” if the report should only be visible to you; otherwise, select the folder for your unit. 
9. Click “Select Folder” 
10. Click “Save” 

Now a copy of the report that can be edited has been saved. Click “Edit” to change report filters, cross-filters, and fields displayed. Some filters may have been pre-populated with placeholders. Review all filters and update as needed. 

Common Filter Placeholders

Unit Name (PROGRAM-NAME-HERE): Replace with the Modern Campus Message Program Name. 

Owner: Full Name (PROGRAM-NAME-HERE): Replace with the Modern Campus Message Program Name. 

Consent Package Title (PROGRAM-NAME-HERE): Replace with the Modern Campus Message Program Name. 

Campaign ID (006D000000CrRLwIAN): Replace with the 18-digit Campaign ID found near the top-right of the screen when viewing the Campaign. 

Time (NEXT 7 DAYS): Replace with required date or relative date value. 

Message Template (Message-Template-Id-Here): Replace with the Message Template value found on the Modern Campus Sends (Messages) record for the send. 

Message (Message Text Here): Replace with the text of the message sent or received. 

Common Modern Campus Message Reporting Needs 

To create reports on text messages sent with Modern Campus Message, use the ‘Contacts with Modern Campus Sends (Messages)’ or ‘Modern Campus Sends (Messages)’ report type.  

Creating a basic Modern Campus Message report  

1. After logging into the Enterprise CRM, open ‘Reports’  
2. Click ‘New Report’  
3. Under Category, switch to the ‘All’ category  
4. Search for the report type ‘Contacts with Modern Campus Sends (Messages)’  
5. Select the report type and click ‘Start Report’  
6. Switch to the ‘Filters’ tab  
7. Change the Show Me filter to ‘All Contacts’  
8. Change the Birthdate filter to ‘Created Date’ and the Range to ‘All Time’  

By default, only messages sent from Programs you have access to will be shown.  

Report on messages in a specific program  

1. On the ‘Filters’ tab, add a filter for ‘Signal Vine Program: Signal Vine Program Name’ 
2. For the Operator use ‘equals’  
3. In the text box, enter your Queue Name / Program Name (e.g. UA-VPIT-IUCRM)  
4. Click Apply  

Filter reports for inbound or outbound messages  

1. On the ‘Filters’ tab, add a filter for ‘Type’  
2. To view outbound messages (messages you or your colleagues have sent), set the operator to ‘equals’ and for Value select ‘Sent’  
3. To view inbound messages (messages your constituents have sent to you), set the operator to ‘equals’ and for Value select ‘Received’  
4. Click Apply  

Filter reports for messages sent/received on a specific date  

1. On the ‘Filters’ tab, add a filter for ‘Time’  
2. Set the operator to ‘equals’ and use the Date Picker to select a specific date. It is recommended to leave the Time Picker field blank to ensure you see all messages.  
3. Click Apply  

Filter reports for messages sent/received during a specific time period  

1. On the ‘Filters’ tab, add a filter for ‘Time’  
2. Select a greater than or less than operator and use the Date Picker to select a specific date and time.  
3. Alternatively, click ‘Use Relative Date’ and enter a relative date value, such as ‘LAST 7 DAYS’  
4. Click Apply  

Filter reports for a specific message send  

1. On the ‘Filters’ tab, add a filter for ‘Message’  
2. Set the operator to ‘equals’ or ‘contains’  
3. In the text box, enter the text of the message that was sent  
4. Click Apply 

Common IU SMS Consent Reporting Needs 

Reporting on IU SMS Consent  

To view how many Contacts are opted-in and opted-out of your Modern Campus Message Program (Phone Number), create a report using the report type ‘Contacts with IU SMS Consents’  

1. After logging into the Enterprise CRM, open ‘Reports’  
2. Click ‘New Report’  
3. Under Category, switch to the ‘All’ category  
4. Search for the report type ‘Contacts with IU SMS Consents’  
5. Select the report type and click ‘Start Report’  
6. Switch to the ‘Filters’ tab  
7. On the ‘Filters’ tab, add a filter for ‘Unit Name’  
8. For the Operator use ‘equals’  
9. In the text box, enter your Queue Name / Program Name (e.g. UA-VPIT-IUCRM)  
10. Click Apply.  
11. Change the Show Me filter to ‘All Contacts’  
12. Change the Birthdate filter to ‘Created Date’ and the Range to ‘All Time’  
13. Apply Filters for Opt-in Status or other fields as desired.  

Reporting on SMS Consent Event  

To view details about the types of opt-in and opt-out activities occurring for your Modern Campus Message Program (Phone Number), create a report using the report type ‘SMS Consent Events’  

1. After logging into the Enterprise CRM, open ‘Reports’  
2. Click ‘New Report’  
3. Under Category, switch to the ‘All’ category  
4. Search for the report type ‘SMS Consent Events’  
5. Select the report type and click ‘Start Report’  
6. Switch to the ‘Filters’ tab  
7. On the ‘Filters’ tab, add a filter for ‘Consent Package Title’  
8. For the Operator use ‘equals’  
9. In the text box, enter your Queue Name / Program Name (e.g. UA-VPIT-IUCRM)  
10. Click Apply.  
11. Change the Show Me filter to ‘All Contacts’  
12. Apply Filters for Event Type or other fields as desired.