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, select how you want the message to be sent (SMS in this case). Click Save and continue to move to the next step.
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.
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.
After adding a credit card, the message page will give you templates for your message which you can choose from. Once you've selected 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.
After this you land on the Summary page, where you can see everything you've chosen for your message in the previous steps. If there are no errors, 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 taking a look at the contact in question on the Contacts page.
When you are satisfied with the message, click Send message, and you're done!