1. Click the Setup icon in the user info widget.
   
2. Under the Portal Setup section, click the Apps and Services button. 
3. Navigate to the list of Apps and Services to find the available SMS Distribution channels.
   

1. Click the Connect tab to integrate with any one of them (Twilio, SMS Magic, and Clickatell) to send surveys through SMS.
   
2. In the Create Connection window, enter the name of the connection in the Name textbox.
3. Enter your Account SID in the Account SID textbox.
   
4. Enter the Auth token in the Auth Token textbox.
   
5. Enter the phone number or Sender ID of your connection in the Phone number/Sender ID textbox.
   
6. Click the Create icon to save the changes.
   

1. Click the Setup icon in the user info widget.
   
2. Under the Portal Setup section, click the Apps and Services tab.
   

1. Navigate to the list of Apps, and click the Connect button on the SMS Magic icon
   
2. In the Create Connection window, enter the name of the connection in the Name textbox.
3. Enter the Auth token in the Auth Token textbox.
   
4. Click the Create icon to create and save the account.
   

1. Click the Setup icon in the user info widget.
   
2. Under the Portal Setup section, click the Apps and Services tab.
   
3. Navigate down to the list of Apps, and click Connect button on the Twilio icon.
   
4. In the Create Connection window, enter the name of the connection in the Name textbox.
5. Enter your Account SID in the Account SID textbox.
   
6. Enter the Auth token in the Auth Token textbox.
   
7. Enter the phone number or Sender ID of your connection in the Phone number/Sender ID textbox.
   
8. Click Create icon to create and save the account.
   

1. Click the Setup button in the user info widget.
   
2. Under the Portal Setup section, click the Apps and Services tab.
   
3. Navigate to the list of Apps, and click Connect button on the Clickatell icon.
   
4. In the Create Connection window, enter the name of the connection in the Name textbox.
5. Enter the Auth token in the Auth Token textbox.
   
6. Enter the phone number or Sender ID of your connection in the Phone number/Sender ID textbox.
   
7. Click Create icon to create and save the account.
   

1. Click the Setup button in the user info widget.
   
2. Under the Portal Setup section, click the Apps and Services tab.
3. Navigate to the list of Apps and Services to find the available SMS Distribution channels.
   

1. Click the Manage button to view, add, edit, and delete connections.
   
2. To Add a Connection, click Add icon next to add a new connection. Add the necessary information and click Save.
   
3. To edit an existing connection, click the Edit icon next to an existing connection. Edit the necessary information and click the Save icon
   
4. To delete an existing connection, click the Delete icon next to an existing connection and click Yes to save the changes successfully.
   
5. Click Save to save the changes.
   

1. Go to the Launch tab.
   

1. Under Distribution in the left pane, click the SMS tab.

1. Click Create SMS icon.
   

1. In the Connection dropdown, choose the SMS account of your preference. 
   
2. Click on the Import contacts icon. 
   

1. To import contacts, upload CSV or XLS files or you can manually enter the contact detail of your respondents.
   

       

1. Click on the CSV  icon and select Choose file icon to upload a CSV file.
   
2. Enter the new group's name in the  Name your new group text box and click Add icon.

1. Click on the XLS icon and select Choose File to upload an XLS/XLSX/ODS file.
   
2. Enter the new group's name in the Enter the Name your new group text box and click Add icon.

1. Click Manual and type or copy-paste contacts.
   
2. Enter the new group's name in the Enter the Name your new group text box and click Add icon. 

1. Enter the SMS message that you want to send in the Message textbox. You can enter up to 150 characters.
   
2. Insert the survey link, next to {{SurveyLink}} followed by the text in the message box. A tiny URL will be automatically replaced while sending the message.
   
3. To insert variable text content, click on the Insert Variable dropdown and select the required variable from a list of variables.
   
4. Once done, you can save the message by clicking Save as a template or use an existing template by clicking Copy an existing template.
   
5. Click the Save icon to save the setup.
   
6. Click Send icon to proceed with sending the SMS.
   

To schedule SMS invitation:

You can now schedule an SMS distribution invite or a reminder to be sent out at a time you decide. 

You'll be prompted to choose from the following options:

1. One Time Invites
   
2. Recurring Invites

One Time Invites

Recurring Invites

1. Set the Frequency of sending Invites as either Daily, Weekly, or Monthly.
   

1. To send the SMS every day, select Daily.
   

2. To send the SMS every week, select Weekly, and select the days to send the SMS messages and the Time Slot(s).

3. To send the SMS every month, select Monthy, and set the cycle.
   

1. If it's Daily to send the SMS on specific dates.
   

2. If it's Weekly to send the SMS on the selected day of the selected weeks.

2. Choose the Start Date for the SMS Invites to begin sending.
   
3. Select the Time Slot(s): Choose the time slots at which the invites should be sent . For example if you want a Feedback survey to be sent at 10:00 AM, 15:00 PM and 19:00 PM then add those 3 time slots
   
4. Set the Schedule Intervals: Schedule the intervals at which the recurring invites should be sent. If the frequency is daily, weekly, or monthly, the invites will be sent as such by default. However, you may customize the interval frequency by choosing any of the options in the dropdown
   
5. Set the Schedule Expiry to choose an end type for the SMS schedule.  It can be set to be non-stop, based on a date, the schedule count, the collector response count, or the survey response count.
   
6. Once you're done, click Schedule and proceed to Schedule a Reminder.

Note :Click on the Skip Weekends checkbox to skip sending the SMS on weekends.

To schedule a reminder for an SMS you have sent:  

1. Go to the Launch tab.
   
2. Under Distribution in the left pane, click SMS. You can only access this after you publish the survey.
3. Hover over the SMS invite you have sent in the Invite History section, then select Create Reminder.
   

1. Select a filter in the Send To field tab
   
2. Make any necessary edits to the SMS Content, then click Schedule.

1. Go to the Launch tab.
2. Under Distribution in the left pane, click SMS. You can only access this after you publish the survey.
   
3. Click the  next to the invitation you want to edit from the list of scheduled invites.
   
4. Click Edit.  
   
5. Make any necessary changes, then click Schedule. 
   

1. Go to the Launch tab.
   
2. Under Distribution in the left pane, click SMS. You can only access this after you publish the survey.
   
3. Click the Delete next to the invitation you want to delete from the list of scheduled invites. 
Click Yes in the confirmation dialogue box that follows. 

1. Go to the Launch tab.
2. Under Distribution in the left pane, click SMS. You can access this only after you publish the survey.

1. Sent - Displays the details of how many SMS have been sent successfully.
   
2. Unsubscribed - Displays the details If someone has unsubscribed from your invite.
   
3. Failed - Display the details of how many SMS are not sent.
   
4. Invite History - Displays the date, respondents' details, and other details of each invite.
5. Click View for detailed information.
   
6. Click Create Reminder to send an SMS reminder to people who have not responded to your survey.
   

1. Search Recipients - Search for a recipient by using keywords.
   
2. Phone Number- Displays phone numbers of the sms invitees.
   
3. Download as CSV - Download the list of filtered recipients in a CSV format.
   
4. Sent - Displays whether your invite has been sent.
   
5. Responded - Displays the response status of your survey.
   

1. Go to the Launch tab.
   
2. Under Distribution in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the Recipients tab.
   
4. Click the Filter icon.
   

1. All recipients - To view all the recipients
   
2. No responses - To view the recipients who haven't responded yet
   
3. Partial responses - To view the ones who have partially responded
   
4. Complete responses - To view the ones who have submitted complete responses
   
5. Disqualified responses - To view the recipients who don't fit your requirements
   
6. Over Quota Responses -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
   
7. Unsubscribed - To view those who have unsubscribed from your SMS.
   
8. Not sent - To view the SMS invites that have not been sent out yet.
   
9. Failed - To view the invites that have failed to send.
   

1. Go to the Launch tab.
   
2. Under Distribution on the left pane, click the SMS tab. You can only access this after you publish the survey.
3. Click the Recipients icon and search for recipients in the search bar by using keywords.
   

1. Go to the Launch tab.
2. Under Distribution in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the Recipients tab.
   
4. Click the Filter icon.
   

1. All recipients - To view all the recipients
   
2. No responses - To view the recipients who haven't responded yet
   
3. Partial responses - To view the ones who have partially responded
   
4. Complete responses - To view the ones who have submitted complete responses
   
5. Disqualified responses - To view the recipients who don't fit your requirements
   
6. Over Quota Responses -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
   
7. Unsubscribed - To view those who have unsubscribed to your SMS.
   
8.  Failed - To view the invites that have failed to send.