Create and send text message surveys

Gather the data you need quickly and at scale with text message surveys and utilise branching scripts to customise journeys.

Follow our step-by-step guide below to create and send text surveys:

Step 1: Create your text survey campaign

Navigate to campaigns > select create campaign > Text > Survey

Step 2: Name your campaign

Name your campaign so you can easily find it again

Tip: Create naming conventions for your campaigns as a team

Step 3: Follow the campaign build flow

Tip: Hit save once you've completed each section, you can go back and edit at any time, in any order

Goals (optional): Goals allow you to group multiple campaigns with a shared goal together and efficiently group everyone who meets the goal to make managing audiences and tracking results easier. For example, when running a get out the vote operation for a ballot, you can set up a goal for the ballot of people voting, which you can apply across multiple campaigns. If you would like to apply a goal to your WhatsApp blast, select it from the drop down menu, otherwise, disregard this section:
To: Select the audience you wish to send your survey to from the drop down or select Create new if you would like to create a new audience for this campaign - you'll be taken to an audience build page. If you would like to send to a particular number of randomly chosen audience members, check the box and enter the number you would like, up to the size of your audience:
Script and questions: Movement allows you to create logic-based interactive scripts that head down multiple branches. By using branching scripts you can create different journeys for people based on the answers they give.

First, create the questions/instructions for your script for each branch. To create a question, select add question/instruction. There are three types to choose from: instruction (no answer option), multiple choice and open question:

Tip: You can add dynamic content fields to your questions and answers to personalise the message for each recipient by selecting the plus icon. This can be particularly helpful if you are running a survey to check member details are up to date or to see if members need a replacement ballot.

Once you've created all your questions, apply the logic for each branch by selecting the follow up question or instruction for each question or answer from the adjacent drop down menu. Always make sure each branch ends with "end the questions".

For each multiple choice answer, you can set which question or instruction follows a specific answer. For open questions or instructions you can select the next step for everyone. For each open question answer, there is a drop down box where you can select the next step for each branch.

Note: If there's a goal associated with your campaign, you'll be able to check a box next to any answer that fulfils the goal:
Settings: Set a limit for the total messages sent if you'd like to run a test and select your sending mode, either all at once or a set amount per hour:
Preview: Utilise the preview to check your personalisation by selecting any contact to show an accurate preview of the message they'll receive and check your message end to end by sending yourself or a colleague a sample. Here you'll also be able to hit send to send your message immediately or use the schedule option to set a date and time to send the message.

Once your campaign has been sent, select your campaign to see the overview page with results, including the top line answers for each multi choice question and individual answers from respondents. You'll also be able to export the full results into a CSV.

Tip: Use answers from a particular survey to create future audiences: