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If you are looking for data from SMS users who are cases, be sure to select "unknown users" to export that information.

SMS Survey FAQs

What question types can I use to send out questions via SMS survey? 

• Good

  • Integer, respond with a number

  • Single-select, respond with a specific choice

  • Date based, set the date sequence for your project space

• Not so good

  • Text questions are prone to error data entry errors, and hard to interpret

• Not supported

  • Images, multimedia

  • GPS

What are limitations for using SMS Surveys?

• SMS Surveys require inbound messages. Support for inbound messages is limited to projects with a subscription that is PRO or higher.

• SMS Surveys are not idea for collecting unstructured incoming messages

• A contact cannot have more than one open survey at a time.

• A contact cannot restart or overwrite submitted SMS surveys

How flexible is two way messaging?

• Two way messaging with mobile workers requires a verification workflow to enable inbound messages, where each phone replies ‘123’ to establish the phone number in HQ.

How do you test that the SMS survey is setup correctly?

• Try creating a Keyword, that can trigger the form used for the SMS survey.

How do I test the send time of an SMS Survey?

• Timezones in HQ are set to UTC as a standard. Use the reminder calendar, to compare the time configured in the reminder to the planned delivery in the calendar.

SMS Survey Tutorial

Below is an SMS Survey Tutorial that walks you through the steps of setting up an SMS Survey!

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