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How to send an outbound text
How to send an outbound text

Outbound SMS messaging

McKenzie avatar
Written by McKenzie
Updated over a week ago

NOTE: To send outbound email or text communications, your organization must purchase the Communications Cloud.
Inbound text and emails can be received for all organizations on individual projects (project emails, text surveys, etc.) If you have questions, or would like to add the Communications Cloud, please contact your account manager or let us know in the chat!

If you would like to send an outbound text after having enabled text messaging for your survey, click the Text tab on the survey in question.

From the Text tab, scroll down to the Outbound Pushes section. If you have a text survey activated, it will be below that.

Click New Outbound Message to open the New Outbound SMS Campaign window.

Step 1: Click + Include in the Add recipients section.

A number of available criteria will pop up. These criteria include project participants, a specific segment, or people who gave a specific answer to your survey question - e.g., only the people who answered "yes." 

In this example, we chose to message only those who RSVP'd "maybe" to our meeting. In the above window, we would click Meeting or Event and then select the Maybe response.

You'll click the green Continue button once you have selected your recipients.

Repeat this step if you'd like to add multiple segments. You can also add additional phone numbers manually by clicking # Add Extra Numbers. A text box will appear below to allow you to type the numbers in.

Step 2: Add your message. In this case, we are trying to entice those who responded "maybe" to come to our meeting with coffee and donuts!

Please note that the message length cannot exceed 1600 characters. Any message longer than this will not be delivered to the recipients. More detail on this can be found here.

Step 3: Select the Send From Number in the drop down menu.

Step 4: (Optional) If you'd like your message to link to a survey, select your survey from the drop down menu here. If you don't want to include a survey, skip to step 4.

Step 5: (Optional) Choose a future date/time for sending the message. Click Schedule Send when these parameters have been set.

If Step 5 is not needed and the message is to be sent right now, click Send Message Now below to immediately send the message.

Your outbound SMS message will appear above the New Outbound Message button.

See also:

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