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Two Way SMS

Garen DiBernardo avatar
Written by Garen DiBernardo
Updated today

Two-Way SMS allows you to have a conversation with your respondents via text message. You send a question via SMS, and the respondent can reply directly by SMS. To use this feature, you must have the respondent’s mobile phone number.

It is easy to set up and is especially useful for sending automatic reminders to individuals who have not yet responded to a survey.

Note: Additional charges apply for SMS sendouts.

Watch a short tutorial video:
https://youtu.be/CEhRmIJZMzY

How to create a Two Way SMS sendout

We have covered how you go about when wanting to send your survey, now let’s go into depth on how you distribute your survey via Two way SMS.

The SMS sendout panel is very similar to the email sendout panel and the SMS sendout panel, except we work with numbers instead of email addresses.Since the sendout is the survey, we do not have a message-field either.

Edit name of sendout

By clicking on the header text “Two Way SMS Sendout” you can edit the name of the sendout you are working on. This will be useful if you are working with multiple sendouts from the same survey. Changing the name of them to something easily identifiable is recommended. It is not a must, but navigation will be a lot easier if there is a date or specific name allocated to each sendout.

Respondents

The first section of the SMS sendout panel is where you add information about your respondents. By clicking the dropdown menu, you can choose one of the following options:

  • Add from File:
    Upload an Excel file containing the telephone numbers of the recipients. This file can also include additional respondent information, known as background data.
    (Further guidance on formatting the file and ensuring a successful upload is available here.)

  • Add Manually:
    Copy and paste phone numbers from another source, such as Excel. Each number must be separated by a single line break.

  • Add from Respondent List:
    Select an existing respondent list that you have previously uploaded and saved to your account.

Important:
All phone numbers must be formatted with a country code, and must not contain special characters, spaces, or symbols.
The correct format is, for example: 46731234567.

Once added, the total number of phone numbers in your sendout will be shown in the section labeled “Respondents Added.”

If you have already added phone numbers to your sendout, you can manage them by clicking the pencil icon. This allows you to:

  • Remove phone numbers from the mailing list

  • Edit associated background information for individual phone numbers

Schedule sendout and reminders

At the bottom of the page, you will find details about the Scheduling of your sendout. Here, you need to set a date and time when the mail should be sent.

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