Create and send SMS surveys
Gather the data you need quickly and at scale with SMS surveys, using branching scripts to customise journeys.
How to create and send a SMS survey via Movement
- Go to the campaigns tab, click “Create Campaign”, select the Text option in the pop-up box and then “Survey”.
- Enter a distinctive campaign name, so that you can easily find it later in the campaigns page.
- After selecting the “begin” button, you will arrive at the campaign builder which takes you through six steps: Goal, To, Script & Questions, Settings and Preview
Goal
Goals allow you to group multiple campaigns with a shared aim 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.
If you select a goal for a SMS survey you can select the answer that people need to give to complete the goal. Everyone that gives this answer will then be recored as completing the goal.
Read more about how to create efforts and goals.
To
Select your audience audience for your SMS survey.
Read more about audiences and how to create them.
Script & 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.
How to set-up a branching script:
Step 1: Create the questions for your script with all the questions for each branch.
Step 2: Apply the logic
Step 1: 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: multiple choice question, instruction and open question.
You can add dynamic content fields to your questions and answers, such as address lines, to personalise the message for every recipient in your audience. For example, this can be particularly helpful if you are running a survey to see if members need a replacement ballot:
Step 2: Apply the logic
Once you have set up all your questions you can set the logic for each branch by selecting the follow up question or instruction for each question or answer. 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.
To add logic, click the three dots in the bottom right of the question box and click show advanced settings. This will then show a drop down for each question answer where you can select the next step for each branch.
For each question answer, there is a drop down box where you can select the next step for each branch.
You can tick the box if the recipient has completed the goal.
Settings
Send all messages at once, or drip send a set number of messages out per hour between specific times.
Preview
✅Check all your questions and scripts to show an accurate preview of the messages the recipients will receive.
✅ Double check your script is set up correctly and that every branch leads to end the questions.
Send or schedule
In the preview section, hit send to send your message immediately, or use the schedule button to set a date and time to send the message.
Results
Click through to the sent campaign to see results, including the top line answers for each multi choice question and individual answers from respondents.
Here is what the above survey looks like to the recipient:
