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
- 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
- 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.
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
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
- 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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