Workforce SMS Surveys

Can I send a survey through SMS?

Yes, it is possible to send survey invitations via SMS. In order to do so, please go to: Send >> Compose

  • Switch the SMS toggle ON
  • Enter the Email Address of the users you want to send the invitation or use Add Group to send the invitation to a particular group or everyone
  • Select the SMS invitation template
  • Click on Send
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  • You can send the email invites, SMS invites or both email and SMS invites by just switching the appropriate toggles ON and OFF.

How can I upload my contacts with phone numbers?

Go to Workforce >> Manage Employee Roster >> Import

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  • Click on Manual Employee Import
  • Enter the employee's details like email address, firstname, lastname, and contact number in the given format and click on save.
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You can also import the employee with contact number using an excel file by following the steps below:
  • Go to Workforce >> Manage Employee Roster >> Import
  • Click on Bulk Employee Import - Excel
  • Click on Download Import Template
  • Enter the employee's details like email address, firstname, lastname, and contact number in the given format and click on save.
  • Drag and Drop/ Browse the Excel file from your system
  • Click on Upload
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Can I create invitations templates for SMS?

Yes, it is possible to create multiple templates for SMS invitations. Go to: Send >> Compose

  • Click on Create New SMS Invitation
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  • Here you can edit the Template Title and the Message for invitation
  • You can also add variables to pre-populate data.
  • After designing the invitation click on Save.
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