To get started, go to the Text tab of your project page.
Toggle the Enable SMS Responses for this Question Set button to ON (the button will turn green.)
You'll then click on the Edit Number button.
In the Edit SMS Settings popup, select your organization's number from the drop-down list (this is the phone number that users will text keywords.)
📲 Note: If you don't see a number or code listed here, please contact [email protected] for further assistance with text surveys.
If you'd like to add an optional Pre-survey message, you have the opportunity to add it here. Otherwise, your survey will kick off with the first question in the survey.
If you'd like this text survey to be the default survey, toggle on the green toggle button beside Make this the default SMS survey for ######. Be sure to click Save Settings.
To add a Keyword, click the New SMS Keyword button.
Enter the keyword(s) that will trigger the survey in the Keyword field that appears.
⭐️ Note: if you pick a keyword that is already being used by a different survey, you will receive an error message stating "is already in use" and you'll need to pick a different keyword.
Choosing a segment and language are optional. If you select a language, messages will be automatically translated by Google Translate, but you may customize the prompts and options in the Settings tab using last-mile translation.
Keywords that trigger the survey will appear in a table above the Keyword section. You can delete a keyword by clicking the red trash icon.
Tip: Some of your questions may not be suitable for a text (SMS) survey (e.g. clicking on a map to indicate a user’s location), but you can turn off these questions when you enable your text survey. To do this, scroll down to the Default Questions section and hover over a question. The toggle buttons to Disable on SMS and SMS Only will appear, allowing you to select which questions you want to disable/enable. They are all enabled by default.
In the example below, the question has been disabled on SMS.
Check out our related Email & Text articles here!