Go back to page
Project Basics
  • Getting Started!
    • Building CX Surveys
    • CX Metrics
      • CX Dashboard
        • CX Dashboard Settings
          • Analyze your drivers
            • Good to know
              • Getting Started!
                • Assessment Question types
                  • Score and more
                    • Quiz participation
                      • Get Results
                      • Introduction to Poll
                        • Build your Poll
                          • Launch your Poll
                            • Analyze your Poll
                              • Build Project
                                • Project Style
                                  • Launch Project
                                    • Analyze Project
                                      • Account Settings
                                        • Good to Know

                                          SMS Invitation

                                          Sending invitations by SMS is simple for you and convenient for participants. If you have cell phone numbers from countries like US, UK, Canada, or Australia, your questionnaires can be in the hands of your audience in minutes – and their responses can be in your account!

                                          Navigate to

                                          Send SMS Invite

                                          Here’s how:

                                          1. Select your project, then click on the Publish icon.
                                          2. Select SMS invitation under Publish Offline/Mobile.
                                          3. Under the source of Mobile Numbers, choose your preferred source.

                                            • Type Manually: Type or copy/paste mobile numbers directly followed by the country code, as in the following example: +1-1234567890. This option is ideal if you are sending invitations to a small set of mobile numbers. Up to 100 mobile numbers may be entered at once, separated by commas or line breaks.
                                            • From a File: Upload a list of contacts in .txt, .csv, .xls, or .xlsx format. The file may not exceed 9 MB and it must include mobile numbers in the first column.
                                            • From a List: Select a List you have built under Contact Lists. Once this option is selected, choose which addresses should be sent the invitation:
                                              • Entire List: All mobile numbers will receive the invitation.
                                              • Selected Email Addresses: Only those identified will receive the invitation.
                                              • Draw a Random Sample: Identify the number of invitations to be sent and the system will select the appropriate count of mobile numbers.
                                          4. Under Additional Publishing Options, you may choose to select more advanced features:
                                            • Touch Rules: This makes it easy to avoid over-surveying by filtering out those who have recently participated, eliminating survey fatigue.
                                            • Pre-populate Survey: This option will be pre-selected if the pre-population is applied on one or more questions in your survey. You may select the values to be pre-filled for these question on this step.
                                          5. If Pre-Population is used in your project, the distribution wizard will include a relevant step. Depending on your distribution method, responses may be entered manually or by mapping columns.

                                            Learn more about pre-populated invitations.

                                          6. Any answer mismatches or blanks can be downloaded and reviewed in the next step.
                                          7. Next, customize your message.

                                            The survey link code “<<SMS URL>>” can be moved but cannot be modified. In the invitation, this code will automatically be replaced by the survey link.

                                          8. Click on Preview to see how the message will appear to your participants.
                                          9. Proceed by clicking Continue.
                                          10. You may choose to set this as the default message for all future invitations and reminders.
                                          11. Click Send Now.

                                          Sending SMS and Email Invitations

                                          To encourage participation, you may choose to send a contact both an email and an SMS invitation simultaneously. In order to use this option, you’ll need both a mobile number and an email address for each contact. Sending through this method delivers the same single-use link in both invitations, so participants can only respond through either the SMS or email invitation.

                                          Here’s how:

                                          1. Select your project, then click on the Publish icon.
                                          2. Under the Email column, select Single-Use Link.
                                          3. Under Select Email Message, review and select the message created under Email Templates.
                                          4. Within Source of Email Addresses, choose ‘From a List’.
                                          5. Next, choose a list that includes phone numbers associated with every email addresses.
                                          6. Under Additional Publishing Options, enable SMS Invite.
                                          7. Continue through the wizard to the SMS step.
                                          8. Map the column of phone numbers to receive SMS invitations.
                                          9. Customize your message.

                                            The survey link code “<<SMS URL>>” can be moved but cannot be modified. In the invitation, this code will automatically be replaced by the survey link.

                                          10. Click on Preview to see how the message will appear to your participants.
                                          11. You may choose to set this as the default message for all future invitations and reminders.
                                          12. Continue and complete the wizard to send your invite.

                                            The system does not allow customization of automatic SMS reminder messages. By default, the SMS invitation message will be sent for SMS reminders.

                                          ×