Sending Surveys via SMS

If you want to use mobile phone contact details to invite respondents to take your survey, you can send invitations containing a survey link by SMS text message.

Sending surveys by SMS is available on an Enterprise subscription only

Before following the below steps, the SMS functionality has to be set up by SmartSurvey - please contact your Account Manager or the Support Team for assistance

Create a SMS Contact List

  1. In the black navigation bar at the top under Libraries, select Address Book
  2. Click on Add New Contact List
  3. Under List Name, give your list a name to indicate that it should be used for SMS messages
  4. Under List Type tick the SMS box
  5. Check the Option boxes as you require
    • Anonymous results: Information from the contact list will not show on survey responses
    • Allow Duplicates: The list can have the same number in it more than once
    • Custom Columns: Add extra contact data to the list, in addition to the name and SMS number.
  6. Click Save to create the list.

Add SMS Contacts to the list

  1. Under Libraries select Address Book
  2. Click on the Contact List you wish to use
  3. Under Actions, select Add Contacts
  4. In the text box add details in the format described under the text box. Start a new line for each name (Important: enter contact details exactly as shown in Format below the text box)
  5. To add contacts in bulk, the data can be copied from a spreadsheet and pasted into the contact box. For more information, please view our help guide on Importing Contacts Using CSV
  6. Click Save

Send Survey Invitations to the SMS Contact List

  1. Scroll over Libraries on your Dashboard and click on Address Book
  2. Click on your SMS contact list, then click Invitations
  3. Click Create New Invitation
  4. Use the Select a Survey drop-down menu to choose the survey you wish to send and click Proceed
  5. Complete each field as required, including Invitation Name, the Sender Name, and the Message content. Do not alter any text in [SQUARE BRACKETS]
  6. Click Next Step
  7. Tick either Send the message at a later date (and enter date and time details) or Send the message
  8. Click on Setup Later or Send


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