SMS Channel

SMS Channel




    










Data Collection & Distribution

User Manual — SMS Channel




D.4 SMS Channel 

4.1 How to Create an SMS Channel

SMS Channel is used to collect responses through SMS. Choose to add a custom message or export a CSV to have a different link for different respondents. 

To create SMS Channel: 

1. On the Distribute tab, click the SMS Channel.


2. Enter the channel name and click Next.

In SMS Channel you have three options:

In the recipient’s section, you can select who to send the message to. You can add recipients by either manually uploading the contact numbers, uploading an Excel file or select an existing contact list.

Configure: Through Configure, you can do various customizations to the SMS through various link settings.


4.2 Customize Your SMS Channel Through Various Settings

Click the Configure button to adjust the SMS Channel settings, enabling you to customize the channel as needed.

  1. IP Restriction: Allow surveys to be taken or blocked from specified IP addresses.
  2. Response Limit: Automatically close the channel after a chosen number of responses are recorded.
  3. Link Expiry: Set a time period after which the survey link should expire for the respondent.
  4. Gateway: Configure the Email Gateway and Sender ID from which the survey invitation needs to be sent.
  5. Remove duplicate invited contacts within days: Set a number of days within which duplicated contacts which were invited previously will not be invited.
  6. Survey Domain: Choose whether the survey link runs on a custom domain or the default platform domain. 

  1. Survey Sub Domain: Define a custom subdomain segment for the survey URL. 
  2. Response Editing: Decide if respondents can change their answers during or after the survey. 
  3. Intro page: Show or hide an introductory page before the first question. 
  4. Default Conversational Thankyou Message: Configure a custom thank you message specific to the selected distribution channel which displays at the end of a survey. 

How To Send SMS Through SMS Channel

You can send a survey invitation to respondents with the survey link included.

To send an invite to the respondents:

1. Click the SMS Content button on your SMS Channel page.

2. Select the SMS template. These templates are pre-approved. While creating a template, you create a name for the template. Enter that name for creating the template.

3. Click Save & Next.

4. Add Recipient using the Bulk Upload or Manual Upload button. Once you click it, you can upload the contacts. If you wish to upload new contacts, click Upload. On the next page, download the template file and open it. Add the contacts in the format suggested in the template file and upload it on the same popup. If you wish to add contacts from your saved contacts, click Contact List and select the library folder where your contacts are saved.

5. Click Save & Next.

6. Under the Schedule section, configure the following options as per your requirement:

  1. Gateway: Select the SMS gateway through which you want to deliver the survey.
  2. Delivery Time: Set the exact date and time when you want the survey invite to be sent.
  3. Cutoff Date and Time: Define until when responses will be accepted. If left Off, responses will be accepted until you manually close the Channel.
  4. Set Weekdays: Choose specific weekdays for delivery if you only want invites to be sent on certain days (this will apply if the delivery time is set to weekdays).
  5. Multichannel Invite: Enable this option if you want to allow sending invites through multiple channels in addition to SMS.