Creating a Campaign – Yes/No Survey

TrueDialog Portal

Sending Messages > Campaigns

This guide covers creating a Yes/No Survey. A Survey is an automated campaign that asks a question and responds to the user’s answer. The Yes/No survey is the simplest type of survey campaign; it consists of a question with only a Yes or No answer. For more information about survey campaigns and creating other types of surveys, see the Creating a Campaign – Survey Overview article.

Create a Survey Campaign

1. Expand Send Messages in the left sidebar and select Campaigns.

   

2. Click the Create Campaign dropdown and select Survey to open the New Survey Campaign window.

   

3. Enter your campaign’s name in the Name textbox.
4. (Optional) Expand the Advanced section.
   • Language – Select the language to use for the campaign. Survey campaigns only support a single language.
   • Subscription – Select the subscription to use for this campaign. The default subscription will be selected.
   • Single Use – If checked, the end-user will receive a message from this campaign only once. Note: Don’t set it to Single Use until testing is complete.
5. Click Next to go to the survey page.

   

Survey Page

1. Select Yes/No.

   

2. Enter your initial message in the Question textbox.
   • (Optional) Drag Dynamic Values into the message to use. This example asks the user to verify their first name using the FirstName dynamic value.
3. (Optional) The response from the contact can be stored as an attribute. To do this, click the Contact Attribute dropdown and select the attribute to store the response.

   For Yes/No surveys, the attribute must be Yes/No (Boolean) type. If you receive an error message when submitting the survey. Ensure that the Type of Data for the Contact Attribute you are using is Yes/No (Boolean) type.

   

4. To edit the response to each answer, click the Response box under the Answer box in the flow chart.
5. Enter your message in the Response textbox.

   

6. To use a different response for each answer:
   1. Select the Question box in the flow chart.
   2. Click the Follow Up dropdown and select New → Final Message.

      

   3. Enter your message in the Response textbox.

      

7. Return to the Question box in the flow chart and ensure everything is correct.
8. Click Next.

   

Review Page

1. The Review page features an emulated phone that allows you to test your survey by sending messages and receiving replies.
   • Click Restart Test to clear the message thread on the emulated phone and start over with the initial message.

     

2. (Optional) Check to test campaign – If checked, the campaign message will be sent to the specified contact once the campaign is created.
   1. Note: It is strongly recommended that you test all campaigns before making them live.
   2. Click the Text Channel dropdown and select the channel to send the test message. This should be the same channel you will use to send your campaign.
   3. In the Contacts textbox, enter the phone numbers to receive the test message. To enter multiple phone numbers, type a comma after the number, and the number will automatically be added to the list of contacts.
3. Click Submit to create the campaign. The campaign message will be sent to the listed contacts if the Check to test campaign checkbox is checked.

   

4. After creating the campaign, a success message will appear in the upper right corner.