Note: This feature is only included in the paid plans (Light, Plus and Enterprise), not in the Trial version. In addition, you will need a credit card to send SMS messages.

Currently SMS sending is supported to EU/ETA and UK numbers only.


Creating a new message

Start by navigating to Messages on the blue navigation bar on the left (or bottom on mobile) and once there, clicking Create new message.

You land on the Create new message page. Here, you can give the message a name (only visible to you), choose the contact type (customer or employee), choose which survey you want to send, select a language for your message and finally, choose how you want the message to be sent (SMS in this case).

Choosing recipients

Next up is the Recipients page, where you can choose the recipients of your message. Your options here are

  • All customers, which sends the survey to all of your customer contacts

  • Choose contact list, which will sen the survey to a specified list

  • Choose from survey respondees, which lets you filter recipients of those who have answered the survey

  • Import contacts, where you can import contacts from Excel or copy them manually

Once you've chosen your recipients, move onto the next page by clicking Next on the bottom.


Note: You can stop the process at any time and save the message as a draft by clicking on Save as draft on the top right of the page. You can also delete the message by clicking Remove message next to the recycling can icon on the bottom left of the page.


Designing the message

After clicking next, you arrive on the Design message page. If you haven't added a credit card to your account yet, the page will prompt you to do so before you can advance.

Once you have added a credit card, you can navigate back to the message either by using the back button on your browser, or by clicking through the steps starting with the blue navigation bar.

Choosing a template

After adding a credit card, the message page will give you templates for your message which you can choose from. Once you've chosen a message template you like, you can test the message on the text field below the templates, but this step is optional.

When you are ready, advance by clicking Next.

Summary

After this you land on the Summary page, where you can see everything you've chosen for your message in the previous steps. If everything is correct, a green check mark will be visible on each section.

Note, that the recipients will see Trustmary as the sender of the message; not a phone number, for example.

If there are problems with the message, you will see an error message in bright orange on the section in question. The error message also contains information on how to solve it.

Here are some examples of common errors:

In these errors, the contacts either don't have a phone number at all, or have a number listed without a country code. These can be changed by examining the contact list in question on the Contacts page.

When you are satisfied with the message, you can send it by clicking Send message on the Summary page, and you're done!

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