SMS Automations

The SMS Automations Analytics page gives you visibility into how your automated campaign SMS messages are performing across all campaigns.

SMS automations are ReferralHero’s behavior-triggered text messages that keep subscribers informed, engaged, and rewarded throughout your referral campaigns.

This page helps you track:

  • Which SMS automations are being triggered

  • SMS delivery success and failures

  • Subscriber engagement with SMS messages

  • SMS opt-outs (unsubscribes)

Automations Chart

The SMS Automations Chart provides a visual overview of SMS activity across your campaigns. At the top of the chart, you can:

  • Select whether to view all campaigns or focus on a specific campaign.

  • Filter by time ranges → 1W, 1M, 3M, 6M, 1Y

  • Use a custom date picker

  • X-axis (horizontal): SMS activity types → sent, delivered, failed, unsubscribe, sms_dashboard_views

  • Y-axis (vertical): Count of SMS messages per activity

  • Hover details (tooltips): Show a breakdown by SMS type.

SMS Analytics

The SMS Analytics section shows detailed performance metrics for each SMS automation type. Reports are grouped into three categories.

  • Welcome SMS → Welcome, Referral Welcome, Pending Welcome, Follow-Up, Activation, Quick Add Invite

  • Participation SMS → First Referral, Referral, Referral Visitor, Milestone, Reminder

  • Reward SMS → Include all reward SMS messages enabled in the account

Each SMS automation type includes the following metrics, updated daily and aligned with standard Twilio reporting:

  • Sent → Total SMS messages sent

  • Delivered → SMS messages successfully delivered

  • Failed → SMS messages that were not delivered

  • Unsubscribed → Subscribers who opted out via SMS

  • Clicks to Dashboard → Clicks on the advocate_dashboard link from that specific SMS

Unsubscribers Tracking

The Unsubscribers Tracking section shows a log of subscribers who opted out of SMS communications.

  • Calendar filter → Select the date range you want to review.

  • Table view → Lists:

    • Subscriber name and unique identifier

    • Unsubscribe date

    • SMS type they opted out from

  • Visit profile link → Access the subscriber’s details and campaign activity.

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