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Creating Survey (Dialog) Campaigns

  • Updated

Creating Survey Campaigns (formerly Dialog Campaigns)

  1. Click Send Messages>Campaigns in the navigation menu
  2. Click Create Campaign >Survey
  3. Assign Campaign Name - for internal purposes only.
  4. Advanced Settings - (Optional) If no changes are needed, skip to 6
      • Language – If language setting enabled, you can create multiple versions of message to be delivered based on language setting
      • Subscription will default, for those with multiple subscriptions please select desired subscription base.
      • Single Use – This allows end-user to receive campaign one time only.  An option for secondary message will appear after next step.  Please note, do not set to single use until testing is complete.
  5. Click Next.

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DIALOG CAMPAIGN QUESTIONS

Select initial question types include Yes/No, Multiple Choice or Open Response.  Message flow can be single/multiple questions, going as deep and as wide as you desire.  Meaning you can have a simple question, response and final message or you can follow up a response with another question or even initiate a call center conversation.  Each response can have its own follow-up cadence.
Please note that each question is limited to 160 characters (including multiple choice options).


*Yes/No

  1. Enter your initial message (campaign) of the dialog, blue check mark signifies copy under the 160 Character limit. You can also choose to include dynamic content within question.
  2. (Optional)You can choose to store responses within selected attribute on contact record.
  3. To edit default Final Message, click “Message” box to open msg editor.
    Best practice is to include opt out instructions within message flow (i.e. TxtSTOPtoEnd)
  4. Follow up actions include the previous follow ups, new question, new final msg or start chat(send to text inbox)
  5. Click Next to review and test campaign.

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*Multiple Choice

  1. Enter your initial message (campaign) of the dialog. The blue check mark signifies you are under the 160 Character limit.
  2. (Optional)You can choose to store responses within selected attribute on contact record.
  3. Edit your multiple-choice answers that will be included in the message (campaign). You can add additional answers, but total character count should remain under 160 characters.
  4. If you wish to store the multiple-choice answers with a different value, you can create value here (Optional)
  5. To edit default Final Message, click on final message box and text message box will appear.
    Please Note: Best practice is to include opt out instructions within message flow (i.e. TxtSTOPtoEnd)
  6. If you desire to add a new final message or a new question. Any previous question or final message will be available for use within dropdown.
  7. Click Next to review and test campaign.

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*Open Response

  1. Enter your initial message (campaign) of the dialog. The blue check mark signifies you are under the 160 Character limit.
  2. (Optional)You can choose to store responses within selected attribute on contact record.
  3. You can insert validation for responses here (Optional)
  4. To edit default Final Message, click on final message box and text message box will appear.
    Please Note: Best practice is to include opt out instructions within message flow (i.e. TxtSTOPtoEnd)
  5. If you desire to add a new final message or a new question. Any previous question or final message will be available for use within dropdown.
  6. Click Next to review and test campaign.

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Note – It is strongly recommended that you test all campaigns prior to making live.  To test campaigns:

  1. Select the Check to test campaign
  2. Select Channel – Be sure to test using same channel you intend to send message from. Long Code and 10-digit phone number are the same.
  3. Contacts - Enter test phone number(s), enter phone number and hit enter to add additional numbers.
  4. Click submit to save and send test campaign.

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