There are many reasons a user may want to ask a question or to send a poll or survey to their care community including:

  • Assessing experiences from a scheduled visit or appointment

  • Assessing experiences from an interview, discussion or interaction with staff

  • Requesting participation in an event or clinic

  • Likeliness of referral

  • RSVP to an event

  • Menu or activity preferences

To include a multiple-choice question in your message simply:

  • Open a template or create a new message

  • Click the Message Type dropdown

  • Select Multiple Choice Question

  • Write your question in the Question area

  • Create response options by clicking the green Add Choice button

  • Remove choices by clicking the trash can

To include a rating question in your message simply:

  • Open a template or create a new message

  • Click the Message Type dropdown

  • Select Rating

  • Write your question in the Question area

  • Click the box above each number to edit the scale/rating to your liking

NOTE: Notification with Acknowledgement is the default/current method of sending messages in Automated Care Messaging.


To ensure you receive responses and gather the input you need, Extra attempts to get a response has been added to the Advanced Options menu at the end of Recipient Filters.

Simply click on the green button and the menu will appear. Choose how many follow-ups you would like to send, as well as the frequency of the follow-up messages.

Please note, these are in addition to the original message you are sending.

NOTE: Default is set to 2 extra attempts, sent 1 day apart. If a recipient responds, no further follow-up messages will be sent.

What's next?

Sent your question or survey? Here’s how to view and follow up with your recipients within reporting and analytics.

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