{"id":11424,"date":"2022-05-31T05:19:13","date_gmt":"2022-05-31T05:19:13","guid":{"rendered":"https:\/\/www.mainbrainer.com\/hc\/knowledge-base\/how-to-send-an-sms-with-a-survey\/"},"modified":"2022-11-24T09:23:14","modified_gmt":"2022-11-24T09:23:14","slug":"how-to-send-an-sms-with-a-survey","status":"publish","type":"ht_kb","link":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/survey\/send-survey\/sms-survey\/","title":{"rendered":"How to Send an SMS with a Survey?"},"content":{"rendered":"<div class=\"aricle_container\">\n<h2>Step 1 Navigate to the SMS Sending Screen<\/h2>\n<p>Using the <strong>Main Menu<\/strong> on the left, expand the <strong>Send<\/strong> dropdown menu and click <strong>SMS<\/strong>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1881 size-full\" title=\"SMS with Survey\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-distribution-menu.png\" alt=\"SMS with Survey, send menu. SMS highlighted\" width=\"488\" height=\"634\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>On the subsequent screen, enter in a name and description for this sending. Enter a relevant name and description, something that will make the sending identification easier in the future. This name and description will also be used to display the list of scheduled sendings on your dashboard.<\/p>\n<blockquote class=\"elevio-box-warning\"><p>If you choose not to enter a name for the sending, MainBrainer assigns a default name to the SMS Sending with the following structure:<\/p>\n<p><strong> &lt;SMS&nbsp; &nbsp;Sending date&nbsp; &nbsp;Sending time&gt;<\/strong><\/p>\n<p><strong>For example:<\/strong> SMS 30-07-2021 10:00:00<\/p><\/blockquote>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1883 size-full\" title=\"SMS Survey name and description\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/send-sms-text.png\" alt=\"SMS with Survey, send SMS options. Create name and description\" width=\"625\" height=\"708\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>As you click <strong>Continue<\/strong>, you will be redirected to the SMS sending screen.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1884 size-full\" title=\"Mass SMS Survey sending\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/mass-sms-sending.png\" alt=\"SMS with Survey, SMS recipients. Create list or add recipients manually\" width=\"600\" height=\"1549\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 2 &#8211;&nbsp;Choose Your SMS Recipients<\/h2>\n<p>The <strong>SMS Recipients<\/strong> Section (highlighted in the screenshot below) displays all the <a href=\"\/hc\/en_GB\/a-z-guide\/contact-list\/\" target=\"_blank\" rel=\"noopener\">contact lists<\/a> created in your account to date along with their constituent <a href=\"\/hc\/en_GB\/a-z-guide\/segment\/\" target=\"_blank\" rel=\"noopener\">segments<\/a>. Use this section to <a href=\"\/hc\/en_GB\/sms\/send-sms\/sms-campaign-recipients\/\" target=\"_blank\" rel=\"noopener\">select the contacts<\/a> you would like to send the campaign to.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1885 size-full\" title=\"Choose SMS Survey recipients\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-segmented-recipients.png\" alt=\"SMS with Survey, SMS recipients. Create list button highlighted\" width=\"596\" height=\"603\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 3 &#8211;&nbsp;Type in Your SMS Content<\/h2>\n<p>Use the area shown in the screenshot below to enter the SMS content and sender details:<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1886 size-full\" title=\"Type your SMS Survey content\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-survey-sending.png\" alt=\"SMS with Survey, SMS editor. Select sender name, SMS content and SMS text\" width=\"617\" height=\"735\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>In this section, use the fields:<\/p>\n<ul style=\"list-style-type: circle;\">\n<li><strong>Sender name<\/strong> to select the Sender Name for this campaign sending. This name helps the SMS recipients identify who the sender of the SMS is. Use the option <strong>Create New<\/strong> from the dropdown menu to create a new sender name.<\/li>\n<li><strong>SMS Content<\/strong> to select the option <strong>SMS with Survey<\/strong>.<\/li>\n<li><strong>Survey<\/strong> to select the survey that you wish to send.<\/li>\n<li><strong>Campaign Type<\/strong> to specify whether you would like to send your campaign with a <strong>unique URL<\/strong>.\n<ul>\n<li>If you <strong>send your campaign with a unique URL<\/strong>, you will be able to view recipient-specific analytics under <a href=\"\/hc\/en_GB\/survey\/performance\/insights\/\" target=\"_blank\" rel=\"noopener\">Insights<\/a>, for example, details of people who received the campaign\/ opened the campaign, etc. And, in case you are sending a survey with a <a href=\"\/hc\/en_GB\/survey\/creator\/signupform\/\" target=\"_blank\" rel=\"noopener\">Signup Form widget<\/a>, if you select this option, then the incoming details from the signup form will be auto-updated against each recipient\u2019s mobile number. For example, if you send out invites to your customers for a launch event, you can design a simple form seeking yes\/no inputs on whether they would like to attend the launch. Then distribute it to your contact list with a unique URL. We\u2019ll automatically update your customers\u2019 responses in the CRM (as identified by their mobile numbers); no need to explicitly include a mobile number field in your form!<\/li>\n<li>If you <strong>send your survey without a unique URL<\/strong>, you would only be able to view the campaign-specific analytics, i.e., the number of people the campaign\/ opened the campaign, etc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>As you enter the SMS content, a <strong>preview<\/strong> area opens on the right side. This area displays a preview of the survey as it would appear on your recipients\u2019 screens.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1887\" title=\"SMS Survey content preview\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-content-preview.png\" alt=\"SMS with Survey, SMS editor. SMS with Survey preview\" width=\"640\" height=\"805\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<ul style=\"list-style-type: circle;\">\n<li>\n<h4>Merge Codes<\/h4>\n<\/li>\n<\/ul>\n<p>As you type in the SMS Text, a list of available merge codes is displayed on the right side<em>.<\/em><\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1888 size-full\" title=\"SMS Survey text personalization\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-text-personalization.png\" alt=\"SMS with Survey, personalization options with merge codes\" width=\"408\" height=\"451\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p style=\"margin-left: 20px;\">Merge codes allow you to add dynamic content to your SMS text. Drag and drop the required merge code(s) into the SMS text field as required. The merge codes will get dynamically replaced by the corresponding CRM data at the time of SMS sending.<\/p>\n<blockquote class=\"elevio-box-info\"><p><strong>Note<\/strong>: The list of available merge codes depends on the list of SMS recipients chosen in Step 2. In case you select multiple CRM lists, only the merge Codes corresponding to the common data fields of these lists would be available for use.<\/p><\/blockquote>\n<h4><\/h4>\n<ul style=\"list-style-type: circle;\">\n<li>\n<h4>Add Unsubscribe<\/h4>\n<\/li>\n<\/ul>\n<p>Click <strong>Add<\/strong> if you wish to add an unsubscribe option to your SMS. In the menu that subsequently opens up, specify if you would like to add the link to an <a href=\"\/hc\/en_GB\/a-z-guide\/sms-email-unsubscribe-template\/\" target=\"_blank\" rel=\"noopener\">Unsubscribe form<\/a> &nbsp;or if you would like to add an Unsubscribe keyword and shortcode to the text.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1889 size-full\" title=\"SMS Survey opt-out section\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-opt-out-unsubscribe.png\" alt=\"SMS with Survey unsubscribe options. Add unsubscribe and select content\" width=\"468\" height=\"214\"><\/p>\n<div style=\"padding: 24px 0;\"><\/div>\n<h2>Step 4 &#8211;&nbsp;Send Options<\/h2>\n<p>Now that you have composed the perfect SMS, click the <strong>Send Test<\/strong> button to send yourself a test SMS and double-check all the details.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1890 size-full\" title=\"Send test SMS\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/send-test-sms.png\" alt=\"Test how your SMS will look by sending it to yourself first\" width=\"601\" height=\"285\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>As you click <strong>Send Test<\/strong>, the following section appears, wherein you can specify the mobile number where you wish to receive the test SMS. You can add up to 5 mobile numbers for receiving test SMS(s).<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1891 size-full\" title=\"Add test SMS Survey recipient\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/add-test-sms-recipient.png\" alt=\"Add recipient details who will review your SMS before sending it\" width=\"412\" height=\"485\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<blockquote class=\"elevio-box-info\"><p><strong>Note:&nbsp;<\/strong>The test SMSs sent will also count towards the account&#8217;s SMS consumption.<\/p><\/blockquote>\n<blockquote class=\"elevio-box-info\"><p><strong>Note:<\/strong> Though highly recommended, sending a Test SMS is optional, and you can straight away send out the campaign to your recipients if you wish to.<\/p><\/blockquote>\n<p>Once you have double-checked all the details, and wish to send your campaign out to your recipients, use the section highlighted in the below screenshot to specify if you would like to:<\/p>\n<ul>\n<li>send your SMSs immediately, or<\/li>\n<li><a href=\"\/hc\/en_GB\/sms\/send-sms\/schedule-sms-sending\/\" target=\"_blank\" rel=\"noopener noreferrer\">schedule your SMS sending for a later time\/date<\/a>.<\/li>\n<\/ul>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 5 &#8211;&nbsp;Set Goals For SMS Sending<\/h2>\n<p>In case you would like to specify the desired end <a href=\"\/hc\/en_GB\/a-z-guide\/goal\/\" target=\"_blank\" rel=\"noopener noreferrer\">goal<\/a> for this SMS Sending, click <strong>Set your goals<\/strong>.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1892 size-full\" title=\"SMS Survey sending goals\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-goals-sending.png\" alt=\"SMS with Survey, set campaign goals. Goals button highlighted\" width=\"619\" height=\"741\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>The subsequent screen displays KPIs for the different goal types. Enter the intended goal rate for the KPIs that you wish to monitor.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1893\" title=\"SMS Survey delivery performance\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-delivery-performance-conversion-goals.png\" alt=\"Delivery, performance, and conversion goals for SMS sending with Survey\" width=\"640\" height=\"2970\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<blockquote class=\"elevio-box-info\"><p><strong>Note<\/strong>: Although this step is optional and can be skipped using the button <strong>Skip Goal Settings<\/strong>, we highly recommend that you always set goals for your campaign sendings. Doing so makes your work easier when it comes to campaign performance analytics. Just a glance at our insights section helps you see which <a href=\"\/hc\/en_GB\/sms\/performance-insights\/how-to-sms-goal\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0070ba;\" aria-label=\"Send SMS - Goals (Part 1)\" data-elevio-article=\"454\">sendings met their intended goals<\/span><\/a> and which ones didn\u2019t.<\/p><\/blockquote>\n<div style=\"padding: 14px 0;\"><\/div>\n<h2>Step 6 &#8211;&nbsp;Send Your SMS Campaign<\/h2>\n<p>The subsequent screen displays the summary of your SMS campaign along with a preview of how the associated survey would appear on a mobile screen.<\/p>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1894\" title=\"SMS Survey sending summary\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-sending-summary.png\" alt=\"Delivery, performance, and conversion goals for SMS sending with Survey\" width=\"640\" height=\"1097\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<p>Double-check to ensure that all details are correct. Once you are sure, click <strong>Send SMS<\/strong> to send out the campaign!<\/p>\n<\/div>\n<blockquote class=\"elevio-box-warning\"><p><strong>Note<\/strong>: In case you attempt to send more SMSs than are permitted in your subscription plan, and you have insufficient funds in your account to pay for the additional SMSs, the sending will not be executed. In such cases, add the requisite amount of funds to your MainBrainer account to reattempt the sending.<\/p><\/blockquote>\n<div style=\"padding: 14px 0;\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2877\" title=\"SMS Survey sending insufficient funds\" src=\"https:\/\/www.mainbrainer.com\/hc\/wp-content\/uploads\/2022\/06\/sms-sending-insufficient-funds-1.png\" alt=\"SMS with survey, insufficient funds payment options\" width=\"640\" height=\"535\"><\/p>\n<div style=\"padding: 20px 0;\"><\/div>\n<div class=\"aricle_container\"><!--\n\n\n<blockquote class=\"elevio-box-info\"><strong>Suggested Reading<\/strong>: <a href=\"\/hc\/en_GB\/account-management\/account-billing\/need-more-resources-than-your-subscription-includes\/\" target=\"_blank\" rel=\"noopener\">What happens when you need to use more resources than your subscription quota?<\/a><\/blockquote>\n\n\n--><\/div>\n<style>\n  .aricle_container p,.aricle_container li{color: rgba(0,0,0,.8)!important}<br \/>\n  .aricle_container span{color:#0070ba!important}<br \/>\n  .aricle_container li,.aricle_container blockquote{font-size:18px!important;font-weight: 400;}<br \/>\n  .aricle_container a{font-size:18px!important;color: #0070BA!important; text-decoration:none!important;background-image:none!important}<br \/>\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 Navigate to the SMS Sending Screen Using the Main Menu on the left, expand the Send dropdown menu and click SMS. On the subsequent screen, enter in a name and description for this sending. Enter a relevant name and description, something that will make the sending identification easier [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[404],"ht-kb-tag":[],"class_list":["post-11424","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-send-survey-en_gb"],"_links":{"self":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11424","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/comments?post=11424"}],"version-history":[{"count":6,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11424\/revisions"}],"predecessor-version":[{"id":11986,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb\/11424\/revisions\/11986"}],"wp:attachment":[{"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/media?parent=11424"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-category?post=11424"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.mainbrainer.com\/hc\/en_GB\/wp-json\/wp\/v2\/ht-kb-tag?post=11424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}