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                          • 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. On the Enter Mobile Numbers step, provide participants’ mobile numbers with country code in the text field. Example: +1-1234567890
                              4. 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.

                              5. Click on Preview to see how the message will appear to your participants.
                              6. Proceed by clicking Continue.
                              7. You may choose to set this as the default message for all future invitations and reminders.
                              8. 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.

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