LOGIMETER USER MANUAL

Version: August 2013

TABLE OF CONTENTS

1 TABLE OF CONTENTS........................................................................................................................................ 2 2 DOCUMENT PURPOSE ...................................................................................................................................... 4 3 WHAT IS LOGIMETER BACK TO INDEX PAGE .................................................................................................. 4 4 LOGIMETER EXAMPLE BACK TO INDEX PAGE ................................................................................................ 4 5 GETTING STARTED BACK TO INDEX PAGE ...................................................................................................... 5 6 LOGIMETER SUPER USER BACK TO INDEX PAGE ............................................................................................ 5 6.1 SUPER USER LOGIN BACK TO INDEX PAGE ................................................................................................................... 5 7 LOGIMETER DASHBOARD QUICKSTART BACK TO INDEX PAGE ...................................................................... 6 7.1 TIME OF DAY CALL HANDLING ANALYSIS BACK TO INDEX PAGE ....................................................................................... 7 7.2 RECENT CALLS (ALL) BACK TO INDEX PAGE.................................................................................................................. 8 7.3 CALL DETAILS BACK TO INDEX PAGE........................................................................................................................... 9 7.3.1 CALL RECORDINGS ...................................................................................................................................... 9 7.3.2 CALL OPTIONS ......................................................................................................................................... 10 7.4 YOUR CALL TRACKING CAMPAIGNS LIST BACK TO INDEX PAGE ...................................................................................... 10 7.5 PERFORMANCE OVERVIEW BACK TO INDEX PAGE ....................................................................................................... 11 8 CALL TRACKER NUMBERS BACK TO INDEX PAGE ......................................................................................... 13 8.1 CALLS (ALL) BACK TO INDEX PAGE ........................................................................................................................... 13 8.2 CALL TRACKER NUMBER SUMMARY BACK TO INDEX PAGE ........................................................................................... 14 8.3 INBOUND CALL RECORDING BACK TO INDEX PAGE ...................................................................................................... 15 8.4 AUTO-ANSWER MESSAGE SERVICE (VOICE 2 EMAIL) BACK TO INDEX PAGE ..................................................................... 15 8.5 BRANDED CALL WAITING BACK TO INDEX PAGE ......................................................................................................... 15 8.6 REQUEST MORE CALL TRACKER NUMBERS BACK TO INDEX PAGE .................................................................................. 16 8.7 CANCELLING CALL TRACKER NUMBERS BACK TO INDEX PAGE........................................................................................ 16 8.8 CHANGE LOGIMETER TARGET TELEPHONE NUMBER BACK TO INDEX PAGE ...................................................................... 16 9 LOGIMETER CAMPAIGNS BACK TO INDEX PAGE .......................................................................................... 16 9.1 LAUNCH NEW CAMPAIGN BACK TO INDEX PAGE ........................................................................................................ 16 9.2 VIEW RUNNING AND ARCHIVED CAMPAIGNS BACK TO INDEX PAGE ............................................................................... 19 9.2.1 CAMPAIGN BUDGET DETAILS ...................................................................................................................... 20 9.3 EDIT A CAMPAIGN BACK TO INDEX PAGE .................................................................................................................. 21 9.3.1 RENAME CAMPAIGN ................................................................................................................................. 21 9.3.2 EDIT CAMPAIGN BUDGET ........................................................................................................................... 22 9.3.3 EDIT THE CAMPAIGN ESTIMATED REVIEW DATE .............................................................................................. 22 9.3.4 STOP THIS CAMPAIGN ............................................................................................................................... 23 9.3.5 RE-LAUNCH CAMPAIGN ............................................................................................................................. 23 9.3.6 CAMPAIGN REVISION................................................................................................................................. 24 9.3.7 CAMPAIGN ARCHIVE ................................................................................................................................. 24 9.4 CAMPAIGN REPORTS BACK TO INDEX PAGE ............................................................................................................... 25 9.4.1 TRACKING OVERVIEW ................................................................................................................................ 25 9.4.2 CAMPAIGN CALL TRACKING ........................................................................................................................ 26 9.4.3 CAMPAIGN COMPARISON ........................................................................................................................... 26 10 CALL GRADING BACK TO INDEX PAGE ......................................................................................................... 27

10.1 10.2 10.3

CALL GRADING MANAGER .......................................................................................................................... 27 CALL GRADING BACK TO INDEX PAGE......................................................................................................... 28 CALL GRADING PERIODS REPORT BACK TO INDEX PAGE ................................................................................. 29

11 LOGIMETER LEAD MANAGEMENT / CRM BACK TO INDEX PAGE ................................................................. 30 11.1 11.1.1 11.1.2 11.1.3 11.1.4 11.1.5 LEAD SUBSCRIPTIONS BACK TO INDEX PAGE ................................................................................................ 30 TO ADD A LEAD SUBSCRIPTION BACK TO INDEX PAGE .................................................................................... 31 VIEW LEAD SUBSCRIPTION LIST.................................................................................................................... 31 DELETE SUBSCRIPTION LIST ......................................................................................................................... 31 RENAME SUBSCRIPTION LIST ....................................................................................................................... 32 CLONE SUBSCRIPTION LIST.......................................................................................................................... 32
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11.2 11.2.1 11.3

LEAD RELATIONS BACK TO INDEX PAGE ...................................................................................................... 32 ADD LEAD RELATIONS................................................................................................................................ 32 FIND LEADS BACK TO INDEX PAGE ............................................................................................................. 34

12 LOGIMETER SMS TOOLS BACK TO INDEX PAGE ........................................................................................... 34 12.1 12.2 12.3 12.4 12.5 12.6 SMS OVERVIEW BACK TO INDEX PAGE ...................................................................................................... 35 SEND BROADCAST SMS BACK TO INDEX PAGE ............................................................................................. 35 SEND ONE-OFF SMS BACK TO INDEX PAGE ................................................................................................ 36 SMS IGNORE LIST BACK TO INDEX PAGE .................................................................................................... 37 CONFIGURE SMS RESPOND BACK TO INDEX PAGE........................................................................................ 38 VIEW MESSAGE HISTORY BACK TO INDEX PAGE ........................................................................................... 39

13 LOGIMETER PERSONALISATION (YOUR SETTINGS) BACK TO INDEX PAGE ................................................... 40

13.1 13.1.1 13.1.2 13.2 13.3

CALL FEEDBACK OPTIONS BACK TO INDEX PAGE .......................................................................................... 40 FEEDBACK OPTIONS ACROSS ALL NUMBERS.................................................................................................... 40 CALL FEEDBACK OPTIONS SET PER NUMBER .............................................................................................. 40 CHANGE YOUR PASSWORD BACK TO INDEX PAGE ......................................................................................... 41 CONFIGURE SMS RESPOND BACK TO INDEX PAGE........................................................................................ 42

14 LOGIMETER REPORTS BACK TO INDEX PAGE ............................................................................................... 42 14.1 14.1.1 14.1.2 14.1.3 14.1.4 14.2 14.3 14.3.1 14.3.2 14.3.3 14.4 14.4.1 14.4.2 14.4.3 14.5 CALL REPORTS ......................................................................................................................................... 42 AGENT ANALYSIS REPORT........................................................................................................................... 42 DEPARTMENT ANALYSIS REPORT.................................................................................................................. 43 CALL GRADING QUESTION ANALYSIS ............................................................................................................ 44 CALL HANDLING PERIOD SUMMARY REPORT .................................................................................................. 45 CALL CALL TRACKER NUMBER STATUS BACK TO INDEX PAGE .......................................................................... 45 CAMPAIGN REPORTS BACK TO INDEX PAGE ................................................................................................. 46 TRACKING OVERVIEW ................................................................................................................................ 46 CAMPAIGN CALL TRACKING ........................................................................................................................ 47 CAMPAIGN SECTOR ANALYSIS REPORT .......................................................................................................... 47 SMS REPORTS BACK TO INDEX PAGE ......................................................................................................... 48 SMS SENT REPORT ................................................................................................................................... 48 SMS SENT MESSAGE LISTING................................................................................................................... 48 SMS SENT MONTH ................................................................................................................................ 49 SCHEDULING & AUTOMATION BACK TO INDEX PAGE .................................................................................... 49

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DOCUMENT PURPOSE

The Logimeter Call Tracker User Manual intends to describe the Logimeter product and detail the functionality available on the Logimeter Dashboard/Website. What is Logimeter Logimeter Example Getting Started Logimeter Super User Logimeter Dashboard Quick start Call Tracker Numbers Logimeter Campaigns Call Grading Logimeter Lead Management Logimeter SMS Tools Logimeter Personalisation Logimeter Reports

Throughout the User Manual, Tips

and Alerts

will be provided.

Please feel free to contact support@logimeter.com to provide feedback on this User Manual.

WHAT IS LOGIMETER Back to Index Page

Logimeter provides telephone numbers which are advertised as our clients contact numbers. Callers to these Call Tracker Numbers are seamlessly forwarded to a client supplied telephone number, normally their switchboard or cell phone. With Call Tracker Numbers, clients can identify the amount of unique calls generated by the various publications where the numbers are advertised. They can also record inbound calls, receive missed call alerts, track advertising campaigns and capture caller telephone numbers, assign them to folders and send on-going SMS communication as well as SMS responses to missed callers.

LOGIMETER EXAMPLE Back to Index Page

A customer published a different unique Call Tracker Number in five of their advertisements which forwards the Logimeter callers to their switchboard number. On the Logimeter website, they set-up five tracking Campaigns, assigned the applicable Call Tracker Number, entered the advertising cost and Logimeter calculated the cost per call and cost per caller for the life of the advertisements. As a result, the client was able to determine which advertisements provided the best returns and were able to spend their advertising budget more effectively. For every unanswered or engaged call the client received an email or SMS advising them the switchboard had missed a call and supplied them with the telephone number of the missed caller. The same missed caller received an SMS saying the client was sorry they had missed their call but they had captured their telephone number and would shortly be in touch. This ensured the client was always informed when an opportunity was missed and stopped the caller from contacting the clients competitor. When a call was made to any of the Campaigns, Logimeter recorded the telephone call. The customer was able to listen to how the calls were managed from the switchboard through to their sales representatives. Being able to do this initiated a series of training and quality initiatives.

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GETTING STARTED Back to Index Page

Once the Logimeter Setup process has been completed, the Logimeter Website can be accessed. Please note, not all functionality may be available depending on your contract. To access the Logimeter Website: 1. Navigate to the Logimeter Website by entering http://login.logimeter.com into a web browser. The Logimeter Customer Sign-in Page will display.

Figure 1 Navigate to the Logimeter Website

2. Once in the Logimeter Customer Sign-in Page, type in your Username and Password supplied in the Logimeter Setup document or email. 3. Click Login.

Figure 2 Login to Logimeter

Save http://login.logimeter.com as a Bookmark/Favourite/Desktop shortcut for future easy access. Save your Username and Password for future easy access. If you are using Internet Explorer, please ensure you are using version 8 or later. To download the latest version, click on the following link and follow the user prompts:

http://www.microsoft.com/uk/windows/internet-explorer

LOGIMETER SUPER USER Back to Index Page

A normal Logimeter Dashboard login provides access to a single dashboard. There are instances where a Logimeter Customer requires access to various dashboards using one Login. E.g. A manager that would like to monitor employees Inbound Call Recordings. This type of access to the Logimeter website is known as a Logimeter Super User. This functionality must be specifically requested. Please contact support@logimeter.com to request super user access.

6.1

Super User Login Back to Index Page

1. Log into Logimeter. The Super User will login using the same process as above 2. The only difference would be that a Choose your Identity window will appear. 3. Select the user identity you would like to view and click Proceed. The users dashboard will display.

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Figure 3 Super User choose identity

4. In order to switch views between identities once logged in, click Switch Identity and then select the required identity to switch to.

Figure 4 Switch identity

LOGIMETER DASHBOARD QUICKSTART Back to Index Page

Once logged in, the Logimeter Dashboard (Home Page) displays. The Logimeter Dashboard provides quick access to commonly used tools and important call/campaign information. For more detail on Logimeter functionality refer to the section following the Logimeter Dashboard Quick Start.

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Menu Bar

Quick Access to commonly used tools

Important Call and Campaign Info

Figure 5 Logimeter Dashboard

Menu Bar provides access to various Logimeter Tools. Important Call and Campaign info provides access to: Call Activity per day in the past 30 days graph of recent call activity Recent Calls (All) recent calls received Your Call Tracking Campaign(s) list of current active campaigns Quick Access to commonly used tools provides access to: Your Number(s) the Logimeter assigned Call Tracker Numbers System Options All Time Call Handling (Pie Chart of call activity) report of call results Find Leads search for leads within the CRM Leads Subscriptions list (only available if SMS bundles have been purchased) SMS Tools Menu Links to easily access SMS Tools (only available if SMS bundles have been purchased) 7.1 Time of Day Call Handling Analysis Back to Index Page The Time of Day Call Handling Analysis graph shows the daily average call activity to all Call Tracker Numbers.

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Figure 6 Time of Day Call Handling Analysis

7.2

Recent Calls (All) Back to Index Page

Recent Calls (All) shows all recent call information for the Call Tracker Number/s assigned to the Logimeter Customer. Refer to Error! Reference source not found. Error! Reference source not found. r more detail on Call Tracker Numbers. There are three types of calls: Answered Green Unanswered Red Engaged Orange Click anywhere on the call record for more call details.

Unanswered

Click for more info

Grey loudspeaker shows recording Other Call Options

Figure 7 View Logimeter Recent Call Detail

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7.3

Call Details Back to Index Page

The following Call Details are provided:

CALL DETAILS COLUMN
Answered

DESCRIPTION Grey Loudspeaker indicates that there is a call recording.

Date: Time Call From Call To Wait Talk Call Recording Call Grading Attached Campaign This call was Caller Location Call Played Call Downloaded

The date and time of the call. The telephone number of the caller. The Call Tracker Number the call was made to. The amount of time the call took to be answered or unanswered. For engaged calls, the wait is 00:00:00. The amount of time of the answered call. For engaged or unanswered calls the talk time is 00:00:00. Play and stop the call recording from within the browser. The grade you gave the call. See 10 CALL GRADING on how to grade a call. The campaign name that the call is attached to. Indicates if the call was answered, unanswered or engaged. The type of line that the caller used e.g. Land Line, Mobile. Indicates how many times a call was played back. Indicates how many times a call was downloaded.

7.3.1 Call Recordings If Call Recordings has been enabled, the conversation between the caller and the receiver will be recorded. A Grey Loudspeaker indicates that there is a call recording. To playback call recordings: 1. Click on the Play button to listen to the call recording. Click the Stop button to stop the call playback. 2. Click on the Download Recording File link to download the call recording as a file. The call recording can then be opened in a media player e.g. Windows Media Player.
Click to play recording Click to stop playback

Click to download the call recording as a file

Figure 8 Play and Stop Call Recordings

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7.3.2 Call Options Call Options are available from the Recent Calls (All) list. To access call options: Click on the relevant Call Option to access the functionality described in the table below:

CALL OPTIONS OPTION

Edit Call Details

DESCRIPTION
Provides access to call-specific information to assist you with future call analysis, such as assigning an agent and department. Navigates to a page that details other calls made to the Call To number (Call Tracker Number). Navigates to a page that details other calls made from the Call From number (Potential Lead). Navigates to a page that enables the Logimeter Customer to send an SMS to the Call From number. Navigates to a page that enables the Logimeter Customer to specify Lead details for the Call From number. Navigates to a page that enables the Logimeter Customer to add the number to a list of numbers that must NOT be sent respond and/or broadcast SMSs. To view the grading score of a call if graded. To view the amount of times the call has been played back. Enables the Logimeter Customer to download the Call Recording.

View More Calls To Number View More Calls From Number Send SMS to Number Add Number to Lead Relations

Add Number to Your Ignore list View grading audit View playback audit Download Recording File

7.4

Your Call Tracking Campaigns List Back to Index Page

Your Call Tracking Campaigns shows the list of Campaigns and Campaign Detail setup for the Call Tracker Numbers. Refer to 0 LOGIMETER CAMPAIGNS for more details on Campaigns.
Campaign Name

Total Unique Call statistics

No. of days and dates campaign running

Cost per unique caller

Figure 9 Campaign List Detail

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CALL TRACKING CAMPAIGN LIST DETAILS DETAIL Name of Campaign No. of days and dates campaign is running Leads Generated DESCRIPTION The name created for the campaign. The amount of days out of the total that the campaign has been running and the date it started and will end. Amount of unique leads generated by callers responding to the Campaign. The Per Lead Cost based on the budget that was assigned to a Campaign for the period that the campaign is running for. The To Date Cost (as a portion of the budget that was assigned to a Campaign for the period that the campaign is running for)

Cost Per Lead

Cost To Date

(To access more Campaign options, Click on the relevant Campaign. The Campaign Overview Page will display refer to: 0 LOGIMETER CAMPAIGNS for further details on Campaigns) 7.5 Performance Overview Back to Index Page

The Logimeter Performance Overview is an easily accessible set of reports that shows a summary of the following: Campaigns Numbers Call Tracking in a given period. To access the Performance Overview: 1. Navigate to the Performance Overview menu item on the Menu Bar. The Performance Overview Screen will display.

Figure 10 - Performance Overview

2. Select either the period or Analysis start and end date and Click Generate Overview. The Performance Overview will appear.

Select fixed period and or enter start and end dates

Click Generate Overview

Figure 11 - Performance Overview Criteria

3. The Performance Overview is split into the following sections: a. Active Campaigns for the Period shows a summary of your campaign info.
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Figure 12 Active Campaign for Period

b.

Telephone Numbers for the Period shows a summary of your numbers activity.

Figure 13 Telephone Numbers for the Period

c.

Total Calls against Missed Calls for the Period Shows a graph of total calls and missed calls for the period.

Figure 14 Total Calls against Missed Calls for the Period

d.

Total Calls with Call Wait times for the Period Shows a graph of the total calls and the call wait times for the period.

Figure 15 Total Calls with Call Wait Times for the Period

4. To create a Print view. Click Print View. 5. To download Campaign Data. Click Download Campaign Data. 6. To download Call Tracking Data. Click Download Call Tracking Data.

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Click to Print View

Download Campaign and Call Tracking Data

Figure 16 Performance Overview Options

CALL TRACKER NUMBERS Back to Index Page

Logimeter provides telephone numbers which are used as our clients contact numbers. Callers to Call Tracker Numbers are seamlessly forwarded to a customer supplied telephone number - normally their switchboard or cell phone. With Call Tracker Numbers, customers can record inbound calls, receive missed call alerts, track advertising campaigns and capture caller telephone numbers, assign them to folders and send on-going SMS communication. Refer to section 4 LOGIMETER EXAMPLE for an example of how Call Tracker Numbers are used. The following key functionality is available to Logimeter Customers in addition to the telephone number forward options and Logimeter Website: Inbound call recording Branded call waiting messages Requesting more numbers Cancelling numbers Changing call forward number 8.1 Calls (All) Back to Index Page

To view a list of all calls made to Call Tracker Numbers: Navigate to Calls on the Menu Bar. A list of ALL calls made to your Call Tracker Numbers will appear detailing call information. Refer to 7.3 Call Details for details on the Call Information and Call Options.

Figure 17 Navigate to Your Calls

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Figure 18 Viewing All Calls

8.2

Call Tracker Number Summary Back to Index Page

Figure 19 Your Numbers List (Call Call Tracker Numbers)

Click on the relevant Call Tracker Number to navigate to the Number Summary page. This view gives you a summary of your Call Tracker Numbers. It also provides access to the Missed Call Alerts option, allowing Missed Call Alerts to be set per number. See 13.1.2 Call Feedback Options set per NUMBER

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Figure 20 Call Tracker Number Summary

DETAIL

DESCRIPTION Download Calls Click on the Download Calls link to view calls in an Excel Spreadsheet. Browse Calls Click on Browse Calls link to view all the calls made to the Campaigns Call Tracker Number categorised into the month of the call. View Calls Click on the View Calls link to view a list of all calls made to the Campaigns Call Tracker Number.

Tracking Calls To Number Options

8.3

Inbound Call Recording Back to Index Page

Logimeter provides Inbound Call Recording services. When Inbound Call Recording is setup, the callers will hear an initial message This call may be monitored or recorded. Logimeter Customers can log in to the Logimeter Website and Playback and/or save the call recordings. Refer to section 7.3.1 Call Recordings for details on how to play call recordings. This service must specifically be requested from Logimeter. You can contact support@logimeter.com to request this at any stage. 8.4 Auto-answer Message Service (Voice 2 Email) Back to Index Page

Logimeter provides an Auto-answer Message Service that will answer the telephone call after a certain amount of rings and send an email to the customer advising a new message is available. The email contains a link to the recorded message. This service must specifically be requested from Logimeter. You can contact support@logimeter.com. 8.5 Branded Call Waiting Back to Index Page

Logimeter provides a Branded Call Waiting option so that the Logimeter Customer can personalise the message played while the customer is waiting for the call to be answered. The Logimeter Customer must provide a call recording for Logimeter to setup. This service must specifically be requested from Logimeter. You can contact support@logimeter.com.

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8.6

Request More Call Tracker Numbers Back to Index Page

To request additional Call Tracker Numbers, please contact sales@logimeter.com. 8.7 Cancelling Call Tracker Numbers Back to Index Page

To cancel Call Tracker Numbers, contact sales@logimeter.com with your request. Note: If a Logimeter Customer cancels a Call Tracker Number, an exit strategy needs to be devised. Logimeter will discuss this strategy once the Call Tracker Number Cancel Request has been received. 8.8 Change Logimeter Target Telephone Number Back to Index Page

To change the Logimeter Target Telephone Number or Customer Forward Number, contact support@logimeter.com with your request.

LOGIMETER CAMPAIGNS Back to Index Page

A Logimeter Campaign is used to track the call response to a specific Campaign/Media /Title. A Campaign Budget can be entered and an end date assigned. The Logimeter Website will automatically calculate the cost per call over the lifecycle of the Campaign. This is known as the Campaign Timeline. 9.1 Launch New Campaign Back to Index Page

A Campaign must be setup and assigned to the Customers Call Tracker Number before calls can be associated. To setup a Campaign in Logimeter: 1. Click Campaigns on the Menu Bar and click Launch New Campaign. The Launch New Campaign Window will display.
Click Launch New Campaign

Figure 21 Navigate to Launch New Campaign

Click Launch

Figure 22 Launch Campaign Page 16 of 49

2. Enter the Campaign details in the Launch New Campaign window and click Launch. The Campaign will be launched and the Campaign Overview page will display.
DETAIL DESCRIPTION

Campaign Name

The name of the campaign/media /title. E.g. House and Home, Auto Trader, Own Website etc. If more than one Call Tracker Number is assigned to one media title (ie multiple numbers on an ad), try to ensure the Campaign name is consistent as this will assist with reporting. The Media Sector categorisation. Click on the Drop Down Arrow and select from the list: Direct Mail Directories On-line Online Portal Other Print media (Local) Print media (National) Social Media Networks TV & Radio The date that the Campaign will end or needs to be reviewed on. Click on the Drop Down Arrow and select the date from the Date Selector. The Set-up Cost is the amount of money spent on the Campaign for the time period (start to finish date). If the Set-up Cost is not applicable, enter a 0. This value is used to calculate the cost per call information. The Call Tracker Number that will be linked to the Campaign. The value automatically defaults to a number that has not been assigned to a Campaign. Click on the Drop Down Arrow and select the correct Call Tracker Number from the list of numbers.

Media Sector

Next Revision On

Set-up Cost

Call Call Tracker Number

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Figure 23 Campaign Overview

The following Campaign details are displayed on the Campaign Overview page in addition to the details entered in Launch New Campaign window. DETAIL DESCRIPTION Allows access to other Auto Trader Tools: Edit Campaign Budget Click on Budget Details tab then Change Set-up costs to edit the value. Refer to 9.3.2 Edit Campaign Budget. Change Estimated Review Date - Click on Change Estimated Review Date to edit the date. Stop the Campaign Click on Stop Campaign to stop the campaign. Refer to 9.3.4 Stop This Campaign. Rename Campaign Click on Rename Campaign to rename the campaign. Refer to 9.3.1 Rename Campaign. View Archive View a history of active and inactive campaigns.

Campaign Options

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DETAIL

DESCRIPTION Details the following: Set-up Costs: Campaign Spend for the period. Set-up Costs to date: Campaign Spend based on the proportion of the budget spend to the current date. Calls Received: Total calls received to this campaigns Call Tracker Number. Cost/P Call: Cost per Call based on Campaign Budget. Unique calls received: Calls received based on unique callers/leads. Cost/P Unique Call: Cost per Call based on unique callers/leads. Refer to section 13 Edit the SMS Respond Message and click Save Changes. LOGIMETER REPORTS for more details. Lists the destination number for all calls made to the Call Tracker Number Displays whether Call Recording is enabled or not Shows the total amount and % of missed and unique calls made to the Campaigns Call Tracker Number as well as the call result, including average wait and talk times. Download Calls Click on the Download Calls link to view calls in an Excel Spreadsheet. View Calls Click on the View Calls link to view a list of all calls made to the Campaigns Call Tracker Number. View Number Details - Click on the View (number) Details link to access additional functionality related to the Call Tracker Number see Figure 20 Call Tracker Number Summary

Cost (R)

Tracking Calls To number

Tracking Calls To number Options

9.2

View Running and Archived Campaigns Back to Index Page

Running Campaigns are still running and Archived Campaigns have been stopped. To view an Active Campaign, perform one of the following: Click on the Campaign in the Call Tracking Campaign List on the Home Page
Click on Campaign

Figure 24 Navigate to Campaign from Your Call Tracking Campaigns on Home Page

OR Click on the Campaign Menu Item on the Home Page

Figure 25 Navigate to Campaign from Campaign Menu on Home Page

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The Campaign Overview Page will display. Select either the Running Campaigns or Campaign Archive link, and then the Campaign.

Click on Archived (Inactive) or Running (Active) Campaigns

Click on Campaign for more detail

Figure 26 View Running Campaigns

Click for Running Campaigns

OR Select Campaigns from the Menu Bar and Running Campaigns then the Campaign

Figure 27 Navigate to view Running Campaigns

To view Archived Campaigns Select Campaigns from the Menu Bar and Campaign Archive then the Campaign

Click for Campaign Archive

Figure 28 Navigate to view Archived Campaigns

9.2.1 Campaign Budget Details The Campaign Budget Detail provides the Budget per month, Total Calls, Cost P/Contact (R), Unique Contacts & Cost P/Unique Contacts (R). To access the Campaign Budget details: 1. View a campaign by following the steps as per 8.2 Error! Reference source not found. 2. The Campaign Overview screen will appear 3. Select the Budget Details tab

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Figure 29 Campaign Budget Detail

9.3

Edit a Campaign Back to Index Page

To edit the details of a Campaign: 1. Navigate to the Campaign by following the steps in 9.2 View Running and Archived Campaigns The Campaign Summary Page will display with the Campaign Options. Click on the relevant tab to edit Campaign details.
Click on the relevant tab to edit Campaign Details

Figure 30 Navigate to Edit Campaign Options

9.3.1 Rename Campaign

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To rename a Campaign: 1. Click on Rename Campaign on the Campaign Option section of the Campaign Overview Page. The Rename Campaign window will appear. 2. Edit the Campaign name and click Save Changes.

Figure 31 Rename Campaign

The functionality to Rename a Campaign will only be available for 1 hour after creation. If the 1 hour has elapsed, contact support@logimeter.com to assist you with renaming the Campaign. 9.3.2 Edit Campaign Budget To Edit a Campaign Budget: 1. Click on the Budget Details Link on the Campaigns Options section of the Campaign Overview Page and click on Change Set-up Costs. The Edit Campaign Budget window will display.

Figure 32 Edit Campaign Budget

2. Enter in the Revised Budget and Click Save Changes. 9.3.3 Edit the Campaign Estimated Review Date To Edit the Campaign Estimated Review Date: 1. Click on the Edit Campaign Estimated Review Date Link on the Campaign Options section of the Campaign Overview Page.

Figure 33 Campaign Estimated Review Date

2. Click the Save Changes button confirming the Campaign Estimated Review Date changes.

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Editing the Campaign Estimated Review Date will affect the costing/budget of a Campaign but will NOT affect the calls being received for that campaign. Call Tracker Numbers will continue to forward to the Customer Forward Number. 9.3.4 Stop This Campaign When a Campaign is no longer running, the Campaign can be stopped and become Inactive and the linked number can be reused. The Call Tracker Number will continue to receive and forward calls to the Customers Forwarded Number until it is reassigned. To Stop a Campaign: 1. Click on the Stop Campaign Link on the Campaign Options section of the Campaign Overview Page. The Are you sure? window will display confirming to stop the Campaign.

Figure 34 Stop Campaign

2. Click the OK button confirming to stop the Campaign. Stopping a Campaign will NOT affect the calls being received for that campaign. Call Tracker Numbers will continue to forward to the Customer Forward Number. The Inactive (Stopped) Campaign can be re-launched if the Campaign is run again.

9.3.5 Re-launch Campaign A Campaign can be re-launched after being made Inactive if it needs to be run again. Re-launching means a new Revision/instance of the Campaign is created. To Re-launch a Campaign: 1. Navigate to the Campaign by clicking on the Campaign Menu Item on the Home Page. 2. Click on Campaign Archive and select the campaign to be re-launched.

Figure 35 Relaunch Campaign

Click on the campaign to be relaunched

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Click on Relaunch Campaign

Figure 36 Selected Campaign to be re-launched

3. Click on Re-launch Campaign. The Re-Launch Your Campaign window will appear. 4. Enter in the following details in the Re-launch campaign window and click Launch in the Campaign Options window. Call Call Tracker Number Campaign Cost Next Revision On

Type in Campaign Cost

Select the revision date for the campaign

Select Call Tracker Number

Figure 37 Re-launch Campaign window

9.3.6 Campaign Revision If a Campaign was Re-launched in error, then the Campaign Revision can be deleted. Logimeter will adjust as if the Re-launch did not occur. Any calls that the Re-launched Campaign received will still be registered, but unassigned to a Campaign. 9.3.7 Campaign Archive The Campaign Archive details a simple historical overview and timeline of every Revision of a Campaign. Campaign Archive will only appear if a Campaign is re-launched more than once. To view Campaign Archive: 1. Navigate to the Campaign using steps in 9.2 View Running and Archived Campaigns. 2. Click on View Archive in the Campaign Options window.

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View Archive

Figure 38 View Campaign Archive

Figure 39 Inactive Campaigns

9.4

Campaign Reports Back to Index Page

To view various campaign reports, navigate to Campaigns in the Reports Menu Item and then select the relevant report you wish to run.

Figure 40 Navigate to Campaign Reports

9.4.1 Tracking Overview The Tracking Overview Report provides all the key metrics for your campaigns.

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Figure 41 Campaign Tracking Overview Report

9.4.2 Campaign Call Tracking The Campaign Call Tracking report details the Total Calls Received to date for a campaign together with the call result: Answered/Engaged/Unanswered.

Figure 42 Call Tracking Report

9.4.3 Campaign Comparison The Campaign Comparison report provides a tool to compare live (running/active) campaigns. Navigate to the Campaign Menu Item and select Campaign Comparison.

Figure 43 Navigate to Campaign Comparison

Enter in the following details in the Comparison Option Window: Comparison Start Date Comparison End Date Chart Type Compare criteria

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Figure 44 Campaign Comparison Report Options

Figure 45 Campaign Comparison Chart

10 CALL GRADING Back to Index Page

Call Grading allows you to grade all inbound answered calls where call recording is available. This allows you to review and grade caller experience at your own convenience and to view and assess calls meeting a certain grading criteria.

10.1 Call Grading Manager To Access Call Grading Manager: 1. Navigate to Call Grading Manager in the Calls Menu Item.

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Figure 46 Call Grading Manager

2. Complete the various criteria:

DETAIL DESCRIPTION

Grading Description Call Handling Agents Call Handling Departments

This defines the criteria a call will be graded against. All criteria must be set up before a call is graded. Staff names of people who handle calls. The Departments that handle calls. E.g Sales / Services / Finance etc.

10.2 Call Grading Back to Index Page To Grade a Call: 1. Navigate to Calls on the Menu Bar. A list of ALL calls made to your Call Tracker Numbers will appear detailing call information. 2. Select an answered call that you wish to grade. The Call Details will appear.

Figure 47 Call Details

Select Grade This Call

3. Select Grade This Call. The Call Grading window will appear.

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Figure 48 Call Grading Options

4. Complete the relevant grading criteria for the call and click on Save Grading.
DETAIL DESCRIPTION

Dynamic Call Agent Name

Dynamic Call Department Name Notes Call Grading

The name of the person who handled the call. Enter the name of the call handling agent, if they have been graded previously it will use the existing agent or department, if not a new agent will be added. The Department that the person who handled the call is in. E.g Sales / Services / Finance etc. Enter the name of the call handling department, if they have been graded previously it will use the existing department, if not a new department will be added. Enter any notes for the call. The list of criteria set up in the Call Grading Manager against which a call should be graded. A star rating out of 7 is given.

Different assessors can grade a call which will give a call an average rating. 10.3 Call Grading Periods Report Back to Index Page To Access Call Grading Periods: 1. Navigate to Call Grading Periods in the Call Grading Manager, Calls, Menu Item.

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Figure 49 Call Grading Options

2. The Grading Periods Report will appear. 3. Select the Agent, Department and Rated By options from the dropdown lists and click Run Report.

Figure 50 Call Grading Periods Report

4. The report can be viewed on screen, or downloaded as an Excel or CSV file.

11 LOGIMETER LEAD MANAGEMENT / CRM Back to Index Page

Logimeter Lead Management refers to: Capturing caller details Assigning caller details to a Lead Subscription (folder) Using the captured caller details to communicate in the future via sms, call campaigns etc. 11.1 Lead Subscriptions Back to Index Page A Lead Subscription is used to organise leads into logical groups to ease the sending of communications, i.e. a folder of leads. A Lead Subscription must be created before Lead details can be created for the number.

Example: Leads for different geographic regions can be categorised into different folders. E.g. A potential customer for a holiday can be assigned to a Cape Town or Johannesburg folder. A Lead can also be assigned to more than one Lead Subscription. E.g. A potential customer for a car can be assigned to a Mercedes and a BMW folder.
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The Lead Subscription Folders can be used in the future to send SMS broadcasts to a certain categorisation of Leads. 11.1.1 To add a Lead Subscription Back to Index Page 1. Navigate to CRM, Lead Subscriptions and Add New Subscription List on the Menu Bar. The Add New Subscription List window will appear.

Figure 51 Navigate to Add New Subscription

2. Enter in the Subscription List Name and click Add New Subscription.

Figure 52 Add New Subscription List

11.1.2 View Lead Subscription List To view a list of Lead Subscriptions: Navigate to CRM, Lead Subscriptions on the Menu Bar. The Subscription List will appear. Click on the Subscription for more details.

Figure 53 View Subscription List Detail

11.1.3 Delete Subscription List A Subscription List can be deleted if required. The Lead will be removed from the list, but the Lead details will still remain in Logimeter.

To delete the Subscription List: 1. Navigate to the Subscription as in 11.1.2 View Lead Subscription List. 2. Click on the Delete Subscription List link in the Subscription List Options window. An Are you sure? window will display. Click on the OK button.

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Click Ok

Figure 54 Delete Subscription List

11.1.4 Rename Subscription List To rename a Subscription list: 1. Navigate to the Subscription as in 11.1.2 View Lead Subscription List. 2. Click on Rename Subscription list link in the Subscription List Options window. The Rename Subscription item window will appear. 3. Rename the Subscription Item and click Save Changes.
Rename and click Save Changes

Figure 55 Rename Subscription List

11.1.5 Clone Subscription List To Clone (replicate) a subscription list: 1. Navigate to the Subscription as in 11.1.2 View Lead Subscription List. 2. Click on Clone Subscription list link in the Subscription List Options window. The Clone Subscription List window will appear.
New list name and click Clone List

Figure 56 Clone Subscription List

11.2 Lead Relations Back to Index Page Lead Relations refers to the tools that retain Lead/caller details in order to make use of the information for future communications. A Lead Subscription must be created before Lead details can be created for the number. Refer to 11.1 Lead Subscriptions. 11.2.1 Add Lead Relations To add a lead to Lead Relations: 1. Navigate to the Call Details using either one of the steps in 7.3 Call Details 2. Click on the Add number to Lead Relations. The Add Lead Relationship window will display.

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Click Add number to Lead Relations

Figure 57 Navigating to Add number to Lead Relations

3. Enter in Lead details in the Add Lead Relationship window and click Add Lead. The Lead details will be saved.

Figure 58 Add Lead Relationship details DETAIL DESCRIPTION

Lead details

Lead Contact Name Telephone Numbers Lead Address/City/ Province/Zip Code Email Address Company Name Select your lead Subscription

The name of the person who called. The telephone number of the person who called. If the Lead is added in the Call Detail view, then the number will be automatically populated. The address of the person who called. The email address of the person who called. The company name of the person who called. Select the Name of the lead subscription that the lead belongs to.

OR if a Lead must be added that did not originate from a call:

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Click Add Lead

1. Navigate to the CRM Menu Item and select Add New Lead. The Add Lead Relationship window will display. Enter in Lead details as in step 4 above.

Figure 59 Add Lead Relationship details

11.3 Find Leads Back to Index Page The Find Leads functionality provides the ability to search for leads that have been created. To Find Leads: 1. Navigate to the Find Leads on the Home Page. 2. Type in the name of the lead to be searched for and click Search.
Type in Lead name and click Search

Figure 60 Find Leads

12 LOGIMETER SMS TOOLS Back to Index Page

Logimeter SMS Tools allows SMSs to be sent via Logimeter to a group of Leads (Lead Subscription) and/or individuals. Automatic SMSs can also be configured to be sent to missed callers. SMS Campaigns can be driven using SMS Broadcasts to Lead Subscriptions. A Call Tracker Number can be contained in the message to track the response of the SMS Campaign which can be setup as a Campaign There are 2 ways in which SMS Tools can be accessed: 1. The first is via the home screen of the dashboard:

Figure 61 SMS Tools Menu on Home Screen

2. And the second is via the Menu Bar:

Figure 62 SMS Tools From the Menu Bar

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12.1 SMS Overview Back to Index Page The SMS Overview provides an Overview of SMS Sent History, SMS Options and the number of SMSs Sent from Call Tracker Numbers. 1. Navigate to SMS Overview on the SMS Menu Bar. The SMS Overview will appear.

Figure 63 Navigate to SMS Overview

Figure 64 - SMS Overview

12.2 Send Broadcast SMS Back to Index Page Broadcast SMS allows SMSs to be sent to an entire Subscription List and/or selected Leads To send a Broadcast SMS: 1. Navigate to Broadcast SMS on the SMS Menu Bar. The Broadcast SMS window will appear.

Figure 65 Navigate to Broadcast SMS

2. Select the To Distribution List list from the drop down menu, i.e. the Subscription list that the SMS must be sent to. 3. Select Only Send to Mobile Numbers 4. Type in the SMS to be broadcast in the SMS Message window. Note: If the message is part of an SMS campaign, include a Call Tracker Number and track the response by setting up a Campaign in Logimeter.

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Type in SMS text

Figure 66 Broadcast SMS

5. Click Broadcast SMS. The Sending in Progress window will appear. Click OK to proceed. 6. Once the SMSs are sent, an SMS Email Report will be sent to the System User indicating the Successful, Ignored and failed SMSs sent. 12.3 Send One-Off SMS Back to Index Page One-off SMSs can be sent to any number. To send a One-off SMS: 1. Navigate to Send One-Off SMS on the SMS Menu Bar. The Send New SMS Message window will appear.

Figure 67 Navigate to Send One-off SMS

2. Type in the cell phone number in To Number and the message in SMS Message. Click Send SMS to send. The SMS will send and the SMS Sent window will appear.
Add number to send SMS to.

Add SMS Message text

Figure 68 Send New SMS Message Page 36 of 49

12.4 SMS Ignore List Back to Index Page Certain Leads do NOT want SMSs to be sent to them. The cell phone number can then be added to the SMS Ignore list. When an SMS is sent to a Lead via Logimeter, either via One-off or Broadcast SMS, the Lead will not be sent the SMS if they are on the SMS Ignore List.

To add a number to the SMS Ignore List: 1. Navigate to Add To SMS Ignore List; in SMS Ignore List on the SMS Menu Bar. The Add to SMS Ignore List window will appear

Figure 69 Navigate to Add to SMS Ignore List

2. Enter in the cell phone number in Ignore Telephone Number. Click Ignore Number. The number will not be sent an sms in the future.
Type in telephone number to ignore

Figure 70 Add to SMS Ignore List

OR 1. Navigate to Import To SMS Ignore List; in SMS Ignore List on the SMS Menu Bar. The SMS Ignore Upload window will appear.

Figure 71 Navigate to Import to SMS Ignore List

Figure 72 SMS Ignore Upload

2. Click Browse to find the list of numbers to add to the SMS Ignore List. Then click Upload. The data will upload and the Import to SMS Ignore window will appear.

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Figure 73 Import to SMS Ignore

3. Select the field from the drop down list with the numbers that must be ignored. Click Proceed with SMS Ignore Import. The numbers to be ignored for SMSs will be imported. OR 1. Navigate to the call on the Recent Call list on the Home Page as per 7.2 Recent Calls (All) 2. Select Add number to your Ignore list in the Call Options window. The Add to SMS Ignore List window will appear with the number already populated in the Ignore Telephone Number field. Click Add to Ignore List.

Figure 74 Navigate to Ignore Number via Recent Calls

Figure 75 Add to SMS Ignore List

12.5 Configure SMS Respond Back to Index Page An SMS can be automatically sent to a missed caller. The SMS message can be edited depending on the situation. A generic SMS message is usually setup to respond to the client, however this message can be edited to allow for weekends or when the recipient of the call is unavailable for a period of time. To configure SMS Respond: 1. Navigate to Configure SMS Respond on the SMS Menu Bar. The SMS Respond Settings window will appear.

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Figure 76 Navigate to Configure SMS respond

2. Edit the SMS Respond Message and click Save Changes.

Figure 77 Edit SMS Respond Settings

12.6 View Message History Back to Index Page The View Message History shows the details of the SMSs that have been sent from Logimeter. To View Message History: 1. Navigate to View Message History on the SMS Menu Bar. The View SMS History window will appear.

Figure 78 Navigate to View Message History

2. This view details the SMSs sent with date time sent, To Number & From Number. 3. You have the option to Distribute SMS or to Forward SMS a sent SMS.

Figure 79 Viewing SMS History

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13 LOGIMETER PERSONALISATION (YOUR SETTINGS) Back to Index Page

Certain User Settings can be edited by accessing the Your Settings menu item.

Figure 80 Your Settings Menu

13.1 Call Feedback Options Back to Index Page Alerts can be setup to go to the same recipient for all numbers for when customers have phoned and have encountered either an engaged call and/or an unanswered call. The Alert can be either an email or an SMS. Alternatively alerts can be set PER NUMBER so that different recipients can follow up on different numbers. 13.1.1 Feedback options across ALL numbers To edit Call Feedback Options for all numbers: 1. Navigate to Call Feedback Options on the Your Settings menu item. 2. The Global Missed Call Alerts page will display. 3. Click on Add Missed Call Alert Recipient. 4. Add the recipients name, email address and/or mobile number. 5. Click Add New Recipient. 6. To remove a client from receiving these alerts, click on Stop Alerts.

Figure 81 Global Missed Call Alerts

Figure 82 Add Recipient Details

13.1.2 Call Feedback Options set per NUMBER To edit Call Feedback Options per NUMBER: 1. On the Home Page, select the number for which you would like to set alerts.
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Figure 83 Your Numbers

2. Select Missed Call Alerts.

Figure 84 Number Summary

3. The Missed Call Alerts for number page will appear.

Figure 85 Alerts for Number

4. Same as 12.1.1 apply. 13.2 Change Your Password Back to Index Page To change the Logimeter Password: 1. Navigate to Change Your Password on the Your Settings menu item. The Password window will appear. Figure 80 Your Settings Menu

Figure 86 Change Logimeter Password

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2. Enter in Your Current Password, New Password and Confirm New Password. Click Save Changes. 13.3 Configure SMS Respond Back to Index Page An SMS can be automatically sent to a missed caller. The SMS message can be edited depending on the situation. A generic SMS message is usually setup to respond to the client, however this message can be edited to allow for weekends or when the recipient of the call is unavailable for a period of time. To change the SMS respond to clients when they have encountered an engaged or missed call: 1. Navigate to Configure SMS Respond on the Your Settings menu item. Figure 80 Your Settings Menu 2. The SMS Respond Settings window will appear.

Figure 87 Configure SMS Respond Settings

3. Edit the SMS Respond Message and click Save Changes.

14 LOGIMETER REPORTS Back to Index Page

14.1 Call Reports Call Reports can be viewed either from a handling or grading perspective.

Figure 88 Navigate to Call Handling or Grading Reports

14.1.1 Agent Analysis Report This report provides the grade of your call handling agents, filterable by date. To Access Agent Analysis Report: 1. Navigate to Agent Analysis, either in the Call Handling or Call Grading, Reports Menu Item. 2. Select the From date and To date and click Run Report.

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Figure 89 Agent Analysis Report Options

Figure 90 Agent Analysis Report Overview

14.1.2 Department Analysis Report This report provides the grade of your call handling departments, filterable by date. To Access Department Analysis Report: 1. Navigate to Department Analysis, either in the Call Handling or Call Grading, Reports Menu Item. 2. Select the From date and To date and click Run Report.

Figure 91 Department Analysis Report Options

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Figure 92 Department Analysis Report Overview

14.1.3 Call Grading Question Analysis The Call Grading Question Analysis returns the grade of your various grading criteria/questions/sections. To access the Call Grading Question Analysis report: 1. Navigate to Question Analysis in the Call Grading, Reports Menu Item. 2. Select the From date and To date and click Run Report.

Figure 93 Question Analysis Report Options

Figure 94 Question Analysis Report Overview

Figure 95 Question Analysis Report View Data online

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14.1.4 Call Handling Period Summary Report The Call Handling Period Summary Report provides call information for a period, filtering on certain data. To access the Call Handling Period Summary report: 3. Navigate to Period Summary in the Call Handling, Reports Menu Item. 4. Select the From date, To date, Calls to campaign, Calls to number and Calls from number from the drop down items. Click Run Report.

Figure 96 Call Handling Period Summary Report Options

Figure 97 Call Handling Period Summary Report View Data online

14.2 Call Call Tracker Number Status Back to Index Page Call Call Tracker Number Status Report provides detail on the status of the assigned Call Tracker Numbers. To access the Call Call Tracker Number Status report: 1. Navigate to Call Call Tracker Number Status on the Reports, Tracking Media Menu bar.

Figure 98 Navigate to Number Satus Report

2. Select the Number and Include inactive numbers drop down items. Click Run Report.

Figure 99 Number Status Report Options Page 45 of 49

Figure 100 Number Status Report View Data online

14.3 Campaign Reports Back to Index Page

Figure 101 Navigate to Campaign Reports

14.3.1 Tracking Overview The Tracking Overview Report provides all the key metrics for your campaigns. To access the Campaign Call Tracking report: 1. Navigate to Tracking Overview on the Reports, Campaigns Menu bar. 2. Select the Campaign and Ignore inactive campaigns and the From date and To date drop down items. Click Run Report.

Figure 102 Campaign Tracking Overview Report Options

Figure 103 Campaign Tracking Overview - Report Overview

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14.3.2 Campaign Call Tracking Campaign Call Tracking Report provides call information of the calls made to Call Tracker Numbers attached to Campaigns. To access the Campaign Call Tracking report: 1. Navigate to Campaign Call Tracking on the Reports, Campaigns Menu bar. 2. Select the Campaign and Ignore inactive campaigns and the From date and To date drop down items. Click Run Report.

Figure 104 Number Call Tracking Report Options

Figure 105 Number Call Tracking Report Overview

14.3.3 Campaign Sector Analysis Report The Campaign Sector Analysis Report provides all of the details related to campaigns by media sector. To access the Campaign Sector Analysis report: 1. Navigate to Campaign Sector Analysis on the Reports, Campaigns Menu bar. 2. Select the Campaign Sector and Include Inactive numbers drop down items. Click Run Report.

Figure 106 Campaign Sector Analysis Report Options

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Figure 107 Campaign Sector Analysis Report Overview

14.4 SMS Reports Back to Index Page

Figure 108 Navigate to SMS Reports

14.4.1 SMS Sent Report The SMS Sent Report provides detail on the AMOUNT of SMSs sent in a period. To access the SMS Sent Report: 1. Navigate to SMS Sent on the Reports, SMS Reports Menu bar. 2. Select the From date and To date drop down items. Click Run Report.

Figure 109 SMS Sent Report Options

14.4.2 SMS Sent Message Listing The SMS Sent Message Listing Report provides detail of the SMSs sent in a period for a certain number and text message. To access the SMS Sent Message Listing Report: 1. Navigate to SMS Sent Message Listing on the Reports, SMS Reports Menu bar. 2. Select the From Date and To Date from the drop down items and enter in Sent to Number and/or Body Contains. Click Run Report.
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Figure 110 SMS Sent Message Listing Report Options

14.4.3 SMS Sent Month The SMS Sent Month report provides detail of the AMOUNT of messages sent per month. To access the SMS Sent Month Report: 1. Navigate to SMS Sent Month on the Reports, SMS Reports Menu bar. 2. Select the Month from the Drop down list box. Click Run Report.

Figure 111 SMS Sent Month Report

14.5 Scheduling & Automation Back to Index Page Scheduling & Automation allows you to define which of your reports you wish to have delivered to your email address, in which format and how often. These reports will be combined and sent in one email, along with a summary of all the data included in the email and delivered automatically to your inbox. To access the Scheduling & Automation report: 1. Navigate to Scheduling & Automation on the Reports Menu bar. 2. Select the reports which you require and select the frequency & format form the drop down items. Click Save Changes.

Figure 112 Navigate to Scheduling & Automation Report

Figure 113 Scheduling & Automation Report Page 49 of 49