Send a survey to a contact in Identifiable Mode via SMS
- Matt Kepple
The Send A Survey to Contact feature allows you to generate a unique personalised link for each of your contacts that you can send to them via SMS using Conversations within the Messaging App.
By default the survey is sent in Identifiable Mode which means that you and your colleagues can see the name of the contact to whom each survey response belongs.
(This is in contrast to Anonymised Mode which would hide the name of the respondent when you and colleagues are analysing results)
Steps
SMS Messaging must be turned on in your organisation
Go to the Survey Campaign page
Select Send personalised survey links via email
You arrive on the Send Survey To Contacts page
Select a Wave: If Waves have been enabled on your Survey Campaign, you can optionally choose which Wave to associate this sending of the survey with. If Waves have not been enabled for this Survey Campaign, you will not see the Select a Waves option.
Set Expiry: by default the survey links generated from this page will expire once the contact has responded to the survey. However you can change the setting to “Remain active” if you want the contact to be able to post several responses to the survey over time without you needing to send them a new link
Leave the Responses are anonymised tick box unchecked
Send via SMS: Select this option
Add the survey recipients: this box lists the contacts within your project:
Use the Select existing contacts box (Purple arrow) to select each contact whom you want to invite to complete an anonymised survey.
By default, the list of contacts is filtered to only the contacts who are currently Enrolled on the project. To select contacts who are on the Waiting List, Alumni List or Declined List of your project, press the Filter Contacts button to filter the contacts listed accordingly.
The Filter Contacts Overlay appears
Open the filters you want to use and set your criteria
Press Apply
The list of contacts will update accordingly
Click outside the Filter Contacts Overlay to close it
The contacts whom you have selected will appear in the Survey distribution list (Blue arrow)
Add survey recipients: Leave this box blank
Add a message: this is the message that respondents will receive via SMS along with the link to the survey.
You can use Personalisation Tags to personalise these messages at scale. They’ll automatically populate your message with the name of the contact and/or any other information that’s stored on their Bio.
Different coloured highlights indicate different tags
The green highlight on the text is for a personalization tag.
The yellow highlight on the text is for a broken/edited personalization tag.
The white background on the text is for normal text.
Add Reminders: turn on SMS reminders if you want to send respondents a reminder to complete the survey if they haven’t done it within your desired timeframe
Press Send Surveys
After pressing Send, you arrive on the Unique Survey Links page for this Survey Campaign
On this page you can copy the unique survey link for each contact to send to them manually
Select the Messaging button in the top menu
Select Contacts
You arrive on the SMS Conversations page
One by one:
Select the contact whom you need to send the survey link to (e.g. Benjamin)
Paste their survey link into the conversation text window
Press send
Repeat this process for each contact whom you need to send the survey link to
