Overview
The dashboard is the main page that displays after initially logging in to the iCIMS Text Engagement web application. The dashboard provides quick access to key features within the system, an overview of one’s own unread conversations and scheduled messages, details regarding account status, and reports to track the effectiveness of messages.
This article is composed of the following sections:
Navigating the Dashboard
The labeled image and accompanying descriptions introduce the key components of the Text Engagement dashboard.
Note: The dashboard items described below are primarily available to customers in the
Manager role. Depending on their role in Text Engagement, certain users may have access to fewer items on their dashboard.
A. Sidebar menu: From this menu, users can access key areas of Text Engagement, outlined below. The user can collapse the menu to a condensed view, if desired, by clicking the arrow icon in the top right corner of the sidebar.
- Users can access the following tabs from the sidebar menu:
- My Inbox: Displays conversations with candidates that the user has directly engaged with.
- Starred: Lists candidates that have been starred by any user. Users can utilize filter and sort functions to find starred candidates and access their profiles from this tab.
- Candidates: Lists all candidates in the system. Users can utilize filter and sort functions to find any candidates and access their profiles from this tab. For more information on candidates, review the iCIMS Text Engagement: Adding Candidates article.
- Campaigns: Users can access the campaigns that they have created from this tab. Managers have further permissions to access all campaigns, created by any user, from this tab.
- Tags: Lists all tags in the system. Users can add new tags, view tagged candidates, and manage existing tags from this tab. For more information on tags, review the iCIMS Text Engagement: Adding and Managing Tags article.
- Managers also have access to the following tabs:
- Team Inbox: Displays conversations between all users and candidates.
- Reporting: Allows the reporter or manager to run reports, such as Do Not Text and an Annual Report. For more information on reporting, review the iCIMS Text Engagement: Generating and Understanding Reports article.
- Downloads: Allows the reporter or manager to download generated reports.
- Users: Allows the manager to add new users to their organization’s Text Engagement system and view user reports. For more information on adding users, review the iCIMS Text Engagement: Adding Users article.
B. Unread Conversations widget: Displays new messages from candidates that the user has previously messaged. Reading an unread message clears it from this widget.
C. Scheduled Messages widget: Displays future messages that the user has scheduled to go out to candidates at the date and time listed in the Message Status column.
- Tip: A user can stop a scheduled message from being sent out by hovering over its scheduled time in the Message Status column and clicking Stop Message.
E. Notifications: When applicable, the number of personal unread conversations displays to alert the user to new messages from candidates.
- Note: Additional desktop, email, or text notifications can be configured in the Preferences menu under the user dropdown.
F. User dropdown: From this dropdown, users can view their account’s email address and unique Text Engagement phone number. They can also access the following options:
H. Account Status: Displays the user’s role, the number of contacts used this month, renewal (contact reset) date, and account type.
I. Support: Allows the user to submit a case to iCIMS Technical Support.
- Note: When a support engineer is available, the button displays as Chat and opens a live (real-time) chat popup instead of the case submission form.
J. Dashboard Reports: There are several standard reports on the Text Engagement Dashboard; for more information, review the
Understanding Dashboard Reports section of this article.
Understanding Dashboard Reports
To help organizations gauge their success and effectiveness with texting candidates, as well as improve their candidate responsiveness, non-configurable reports are available on the Text Engagement dashboard.
These reports are populated with data from conversations with and responses from candidates (e.g., text messages, calls, and clicks) to monitor the effectiveness of messages. The data captured in these reports are from all time (i.e., there is no timeframe filter for dashboard reports). The standard dashboard reports include the following.
Note: Dashboard report metrics vary depending on the account’s assigned role. Users’ dashboard report metrics are calculated on an individual account basis. Managers’ dashboard report metrics are calculated for the entire organization. Managers can view their individual accounts’ metrics by clicking the Users sidebar tab and selecting their own user account to view their associated reports.
- Unique Candidate Communications: This report tracks various metrics regarding the initial messages sent out to new candidates and candidates’ initial responses, including the Response Rate, average Response Time from candidates, number of Responses from candidates, and total number of Messages Sent (e.g., text messages) to candidates.
- Note: Hovering over the Response Rate infographic displays the number of candidates who responded in green and the number of candidates who did not respond in gray.
- Unique Candidate Send/Response over Time: This graph displays the number of initial messages sent out to candidates and candidates’ initial responses over time.
- Note: Hovering over the points on the graph displays the number of initial messages sent to candidates in green and initial responses from candidates in blue for each corresponding date at the bottom of the graph.
In the image above, six messages were sent to candidates and four responses were received from candidates on May 19. - All Communications: This report tracks the Response Rate, average Response Time from candidates, number of Responses from candidates, and total number of Messages Sent for all back-and-forth communications with candidates.
- All Send/Response over Time: This graph displays the number of all back-and-forth communications with candidates over time.
- Note: Hovering over the points on the graph displays the number of any messages sent to candidates in green and any responses from candidates in blue for each corresponding date at the bottom of the graph.
- Time of Day: This graph displays the number of messages sent to candidates and number of responses received from candidates for all back-and-forth communications throughout the hours of a day. This is a useful tool to learn what time of day yields the best response from candidates; this allows the user to promote a positive response by reaching out to candidates at peak times.
- Note: Hovering over the points on the graph displays the number of messages sent to candidates and the number of responses received from candidates at the corresponding time of day at the bottom of the graph.
