Text/SMS Marketing Logs (What/Why/How)

Table of Contents

What:  Text/SMS Marketing logs are essentially another way to describe "touchpoints" - which is every time a potential buyer comes in contact with one of your marketing efforts. Your Text/SMS logs can help us to match your various marketing efforts to your buyer.

Why:  Our mission is to map out your customer's entire purchase journey so that we can tell which of your marketing tactics are actually leading to sales. To do so, we need insight into every touchpoint along the way (not just the first or last touch). The more complete leads we collect - the more likely we are to find your buyer behavior and match it to a sale!

How: 

  • Secure API Connections:  Clarivoy has established secure API connections with the following Call Tracking services who provide us with Text/SMS logs:
  • CRM Integration:  Many SMS/Text providers integrate with your CRM.  If this is the case, we will obtain your Text/SMS logs through your CRM integration.

Otherwise, please use the chart below as your guide to build your text leads report.

Text/SMS Logs - Requirements

  • Please send a report of all text messages sent or received during the specified timeframe.
  • Ensure that the required fields (below) are present in your file.
  • List one impression row.
  • Acceptable formats are .XLSX (Excel) or .CSV (Comma separated values)
  • Please name your exported file with the dealership name, vendor name, the words “text” or “SMS”, the month(s) and year(s).
    Example: ABC Automotive - Jan-Feb 2025 - MarketingAgency Text Manifest.csv
  • Once you have built the report, please export the data and securely upload the file at https://upload.clarivoy.com/mtsa
Field Name Field Description Required?
Dealership Name Name of Dealership

Only required if

multiple rooftops are combined in one file

Date Date of interaction YES
Campaign/Source Name of campaign or marketing source associated with number texted YES✝
Campaign Phone Number Phone number associated with the text campaign YES✝
Caller Phone Number Phone number of prospect YES
Full Name Full name of prospect NO*
Street Street address of prospect NO*
City City of prospect NO*
State or Province State of prospect (or Province for Canada) NO*
Zip or Postal Code Zip code of prospect (or Postal Code for Canada) NO*
Email Email of prospect NO*
Text/SMS Log Requirements

✝ Either Campaign/Source or Campaign Phone Number are required, but for best results please provide both 
* Not required but any additional personal information (names, addresses, & emails) will help with matching

 



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