SMS Campaign setup

SMS, sms campaign, sending sms, text message

Michaela Isaksson avatar
Written by Michaela Isaksson
Updated over a week ago

You can send your surveys to a list of customer phone numbers. The survey will send via SMS text message with a link to your survey. Recipients can click on the link and complete the survey without signing in.

Note: Sometimes you want to be sure that when you publish a survey via SMS that the respondent can only answer the survey once on their device. Feedbackly strongly suggest you activate "Allow only one response per contact". Here you can read more on How to avoid duplicate answers by limiting one response per survey

1. If you have a list of phone numbers in Excel then create a "phone" column

The Excel list must include:

  • Column named "phone" (lower case)

  • Add phone numbers in international format, "+" in the beginning is optional. So both "358" and "+358" are valid.

  • You can of course add more columns that will appear in the results as metadata like city, county or name, customer type etc. if you wish.

If you have a phone number in your list as 044 224 4421 then you can add the following Excel command that will convert the number to the international format.
(A2 here includes a domestic phone number without country code)
= IF (LEN (REPLACE (A2; 1; 1; "+358")) <5; ""; REPLACE (A2; 1; 1; "+358"))
All other data as such will be included in the metadata section of the feedback bar when the respondent provides feedback.

Note! By default, the SMS phone number of the respondent will be added to it's own column in the Response list. If you wish to keep the feedback anonymous, enable the anonymous campaigns shown in the picture below.

2. Go to the Feedbackly Dashboard and press "Survey Management" and select "Launch Survey" or "Scheduled Surveys"

Select the survey you wish to launch in the SMS campaign, click "Launch" then select "SMS Campaign" and select the green arrow in the lower bar to continue.

4. Upload the file under "Upload Contacts"

Enter a descriptive name for the list, it will be used in the results. Make sure the downloaded file does not have password protection and is in either .xlsx or .csv format (not just .xls, for example).
Note that:

  • Duplicates will be deleted

  • Invalid numbers will be deleted

5. Put text in the "Message Content" field and a column for the value you want to replace, for example {{unit}}, You can use a spare text if the field is empty - eg {{unit | }} office. In the absence of a unit value, it is replaced by the word "office"

In this view you can also:

  • "Save Template" to save the template for later

  • To send a test message, press "Send A Test Message"

6. In the following view, you can select the release schedule for the survey:

  • "Launch Immediately" and the SMS will be sent right away.

  • "Schedule To Launch Later" and you can choose when to send the message. And if the SMS is sent once or as a recurring campaign

Once you have uploaded contacts you can use the same contacts later on as the list will be saved.

7. Enter the content you wish to be shown in your message, sender name and message content. By adding text to the content field you will be shown a preview of how your message will look

You can save your template to be used later.

8. If you choose to launch immediately you will move forward to the confirmation page

9. In this tab you can find the information about your campaign. When you have made sure everything is in order just click "Launch Survey" and your survey will go live

Check out this article if you wish to schedule your survey to be sent later or set up a recurring campaign.

Please note that deleting the uploaded contact lists that contain metadata before respondents have answered the survey, also deletes the metadata.

If however you would need to delete the contacts (provided you don't need the user info), you can go ahead and delete only those but not the actual contact list.

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