How to Create an SMS Survey Campaign

• In How to Series
• January 29, 2016

Quick and convenient SMS surveys let you gather data from customers, employees, or anyone else with a text-enabled mobile device. Text message surveys allow boosting response rates through clear and short questions as well as with customer incentives for survey completion. Here is a short DIY guide to create an SMS survey campaign in few easy steps.

STEP 1: Login to Your Account

Login to your account, click ‘Create Campaign’ on upper right corner of the dashboard and select ‘Survey’ from the dropdown menu.

STEP 2: Setup Your Survey Campaign

Select the number from which you want to send the message.

Select campaign type (subscription or non-subscription).

Create campaign keyword.
Keyword must be memorable and relevant to the topic. E.g: HAPPYMEAL

Write a welcoming message. E.g: Thank you for visiting Happy Meal and welcome to our survey. Complete this 5 question survey and get FREE coffee.

Create a confirmation message.
The confirmation message is the message customers will receive after completing the survey. E.g: Thank you for filling our survey. We hope you enjoyed your meal. Show this message to waiter/waitress to get you free coffee.

STEP 3: Create Questions for Survey

Select and add questions to your survey. After customization of each question click save. Currently, there are 5 types of questions available.

Dichotomous (Yes/No, True/False, etc.)
Example: Is this your first meal in Happy Meal?  (Y=Yes, N=No)

Multiple Choice – Select One
Example: What kind of alcoholic drink(s) do you prefer?

Multiple Choice – Select Many
Example: What kind of alcoholic drink(s) do you prefer?  (W1=Wine, V=Vodka, B=Brandy, W2=Whiskey, C=Cahmpagne, O=Other, respond W1 or W1, V, B, W2, C)

Likert Scale – (A=Excellent, E=Poor or 7=Agree, 1=Disagree)
Example: How would you rank the quality of the service you received? (5=Excellent, 1=Poor)

Open Ended
Example: Tell us more about your experience… (Reply N to skip)

STEP 4: Preview, Launch, Test

After saving the campaign you can preview and launch it. Test the campaign before starting to ask your audience to respond to it.

STEP 5: Distribute

Start distribute you message to your audience. It is up to you how to deliver the campaign keyword to the particular audience.

STEP 6: Analyze

Go to statistics dashboard click on Analytics button from the upper right dropdown menu.

Select the campaign you want to analyze. You can track survey results  in a real-time mode as well.

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