Overview

The Initiate Activities tab enables you to view, manage, and analyze the customer interactions for a particular Ushur and view the real-time record of all engagements with end users.

Access Initiated Activities Tab

Ushur Platform (Legacy)

1. Click Open on the specific Ushur.

2. Within the Ushur, click the Initiated Activities.

How to read the Initiated Activities tab?

Selecting the Initiated Activities tab will display two sections as follows:

• Campaign and Traffic Status

• Initiated Activities Summary Table

Campaign and Traffic Status

The Status section displays two charts:

• Campaign Status

• Traffic Status

Campaign Status

The campaign status, depicted in a Sankey chart, provides a comprehensive overview of the progress and interactions within your campaign.

Campaign Status delivers valuable benefits to customers:

• Single Cohesive View: Provides a unified, comprehensive dashboard for streamlined management and analysis of all campaign and traffic data in one accessible location.

• Real-time Insight: Provides real-time visibility into campaign progress.

• Proactive Management: Enables proactive issue management across various status categories.

• Optimization: Identifies opportunities for campaign efficiency and optimization.

• Error Resolution: Pinpoints and resolves issues for seamless campaign execution.

• Performance Evaluation: Assists in evaluating and refining campaign performance.

• Decision Support: Acts as a tool for informed decision-making on resources and strategies.

• User Experience Enhancement: Offers insights for refining approaches and improving user engagement.

• Efficient Launch Planning: Optimizes launch planning and prioritizes the workflow launch based on execution status and in-progress metrics.

The campaign launch visualization is now updated dynamically, offering real-time insights into contact group campaign status without waiting for all schedules to conclude.

Here's a step-by-step instruction on how to read and understand the campaign status using the visualization tool:

Nodes

• Each rectangular or flow-shaped box in the Sankey chart represents a node.

• Nodes typically signify the following stage or checkpoint within the campaign workflow:

Flow Lines

• The flow lines connecting nodes indicate the direction and volume of requests or engagements moving from one stage to another.

• The width of the flow lines is proportional to the quantity of requests or engagements being transferred.

Limitation

• The campaign status displays the data that are executed through email and SMS.

• The data representation is only for the new executions after the upgrade. The data and the visualization will not be available for historical execution.

Traffic Status

The Traffic Status provides a comprehensive snapshot of campaign dynamics originating from the Ushur Studio.

It details the proportion of the first message through SMS/Email (or any other channel as applicable in the future) dispatched from the Ushur Studio, distinguishes those relayed through service providers, and further breaks down the success rate by revealing the count of the initial messages successfully delivered to the intended customers.

The following table explains each traffic status:

Initiated Activities Summary Table

This section presents a summarized table of initiated activities and their status, offering a quick overview of key metrics.

1. Summary Table

2. Modify Table Columns

3. Filter by Campaign Status

4. Filters

5. Search

6. Export to CSV

7. Show Engagements

Summary Table

The Initiated Activities Summary Table presents a concise summary of ongoing activities. The below-mentioned columns are displayed by default:

• Launch Time: Indicates the timestamp when the campaign or activity was initiated or launched from the Ushur Studio.

• Name: Indicates the name of the engaged user or recipient.

• Phone: Indicates the phone number of the engaged user or recipient.

• Email: Indicates the email address of the engaged user or recipient.

• Status: Indicates the current status of the engagement or activity such as:

  • Initiated

  • Ongoing

  • Awaiting reply

  • Queued

  • Expired

  • Blocked

  • Complete

• Last 5 Activities: Indicates the last five activities of the engagement. Click the eye icon to view the Activity Summary of the engagement.

  

• Last Response: Indicates the most recent response or interaction received from the engaged user.

• Actions: Click the History icon to view the Engagement History. You can change the chronological order of the display, search for a particular information, copy this information to any other document, and refresh the page to view the latest information.
  The information on the specific engagement can be viewed in two views:

  • Summary view

  • Detailed view

Note

Users can view the device and browser analytics under the engagement history, refer to Device and Browser Analytics.

Modify Table Columns

In addition to the default columns outlined in the summary table, users can augment the table by selecting the Modify Table Columns icon. This feature empowers users to tailor their view by adding more columns, facilitating the examination of engagements that furnish detailed launch information.

Citizen developers can leverage this functionality to filter, identify, and monitor engagements, gaining insights through analytics. Furthermore, they have the option to export reports based on these engagements. The specific filters offered enable citizen developers to distinguish engagements initiated via the Ushur Hub.

The columns available for customization include:

• Request ID – Displays a unique identifier assigned to each request, helping to track and manage engagements.

• Virtual Number - Displays a virtual or assigned number associated with a particular engagement.

• Keyword – Displays the specific keyword used to trigger or initiate a particular engagement.

• Launch Source - Displays the source from where the engagement was launched from these sources - Ushur Hub, SMS Pull Tag, Email Pull Tag, Data tables, Launchpad, API, and Workflow.

• Launch Identifier - This attribute will be unique for every launch request. Each launch request may contain one or more engagements. If engagements were launched using the bulk upload option, then the identifier will be the same for the entire set of engagements in the bulk upload.

• Launch File - Displays the name of the file uploaded by the user using the bulk upload option. Ushur will append the filename and display it with the epoch timestamp in the Upload History pane.

• Trigger File - Displays the trigger filename created by the Ushur platform during the bulk upload process.

• Activity Identifier – Displays unique Identifier for workflow activity created.

• Contact Group - Displays the name of the contact group to which the engagement was launched.

• Click the Reset :Reset: icon to reset the table with the default columns.

Filter by Campaign Status

• The drop-down has two options:

  • Launched Campaigns: This option filters the engagement data based on the campaign launch in the given duration.

  • Active Campaigns: This option filters the engagement data based on activity on the campaign in the given duration.

Filters

• Use this option to locate a record based on the available list of parameters. Scroll down to view the entire list and enter your search to filter the relevant engagements.

Search

• Use this search icon to locate any information on the pages.

Export to CSV

• Use this option to export the summary table in the *.csv format.

Show Engagements

From the drop-down list, select the number of engagements to be displayed from the drop-down menu. You can select a range of 10-200. Use the Next and Previous buttons to navigate consecutive pages. General Icons

General Icons

The general icons available at the top of the screen are applicable for both the Status and Summary table sections.

1. Refresh – click this option to Refresh the page.

2. Filter by date – Use this option to filter the initiated activities in a specific date and time range. You can choose preset options or specify custom dates using calendar pickers.

   

3. Filter by attributes – Use this option to locate a record based on the available list of parameters.

   

4. Reports – Click this option to navigate to the Reports tab.