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# Zoho Survey-Setup and configuration

### **To set up SMS distribution connection:**

1. Click the **Setup** icon in the user info widget.
2. Under the **Portal Setup** section, click the **Apps and Services** button.
3. Navigate to the list of **Apps and Services** to find the available SMS Distribution channels.

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* Click the **Connect** tab to integrate with SMS-Magic to send surveys through SMS.
* In the Create Connection window, enter the name of the connection in the **Name** textbox.
* Enter your **Account SID** in the Account SID textbox.
* Enter the **Auth token** in the Auth Token textbox.
* Enter the **phone number** or **Sender ID** of your connection in the Phone number/Sender ID textbox.
* Click the **Create** icon to save the changes.

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> **Note:** You can create and add unlimited connections. You can send up to 1000 phone numbers in a single SMS invite.

### **To integrate with SMS Magic :**

1. Click the **Setup** icon in the user info widget.
2. Under the **Portal Setup** section, click the **Apps and Services** tab.

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1. Navigate to the list of Apps, and click the **Connect** button on the SMS Magic icon
2. In the **Create Connection** window, enter the name of the connection in the **Name** textbox.
3. Enter the Auth token in the **Auth Token** textbox.
4. Click the **Create** icon to create and save the account.

**To manage a SMS distribution connection:**

1. Click the **Setup** button in the user info widget.
2. Under the **Portal Setup** section, click the **Apps and Services** tab.
3. Navigate to the list of **Apps and Service**s to find the available SMS Distribution channels.

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* Click the **Manage** button to view, add, edit, and delete connections.
* To **Add** a Connection, click **Add** icon next to add a new connection. Add the necessary information and click Save.
* To **edit** an existing connection, click the **Edit** icon next to an existing connection. Edit the necessary information and click the Save icon
* To **delete** an existing connection, click the **Delete** icon next to an existing connection and click Yes to save the changes successfully.
* Click **Save** to save the changes.

**To set up SMS Distribution:**

1. Go to the **Launch** tab.

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1. Under **Distribution** in the left pane, click the **SMS** tab.

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1. Click **Create** **SMS** icon.

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1. In the **Connection** dropdown, choose the **SMS account** of your preference.
2. Click on the **Import** **contacts** icon.

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1. To import contacts, upload CSV or XLS files or you can manually enter the contact detail of your respondents.

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**To import contacts from a CSV file :**

1. Click on the **CSV**  icon and select **Choose file** icon to upload a CSV file.
2. Enter the new group's name in the  **Name your new group** text box and click **Add** icon.

**To import contacts from an XLS file:**

1. Click on the **XLS** icon and select **Choose File** to upload an XLS/XLSX/ODS file.
2. Enter the new group's name in the Enter the **Name your new group** text box and click **Add** icon.

**To manually import contacts:**

* Click **Manual** and **type** or copy-paste contacts.
* Enter the new group's name in the Enter the **Name your new group** text box and click **Add** icon.

**To customize the SMS message:**

* Enter the SMS message that you want to send in the **Message** textbox. You can enter up to 150 characters.
* Insert the survey link, next to `{{SurveyLink}}` followed by the text in the message box. A tiny URL will be automatically replaced while sending the message.
* To insert variable text content, click on the **Insert Variable** dropdown and select the required variable from a list of variables.
* Once done, you can save the message by clicking **Save as a template** or use an existing template by clicking Copy an existing template.
* Click the **Save icon** to save the setup.
* Click **Send** icon to proceed with sending the SMS.

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### **To schedule SMS invitation:**

You can now automate an SMS distribution invite or a reminder to be sent out at a time you decide.

1. Once you click *Send*, you'll be prompted to choose from the following options:

2. Immediately

3. At Scheduled Time

4. To send it at once, click **SEND NOW**.

5. To send it at a later point, click **SCHEDULE**.

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4\. Select **Send on a Particular Date and Time** and choose the date and time from their respective calendar, hours and minutes dropdowns to schedule the email to be sent once at a given time.

> *\[Image]* **Note:**
>
> * While scheduling a reminder for a scheduled invite, the day of start and time slot dropdowns are available.
> * While scheduling a reminder for a sent invite, the date and time slot dropdowns are available.

* Select **Send Periodically** to send the email regularly over a period and set the frequency.

* To choose the frequency of the email, click\* the Frequency\* dropdown.

* To send the email every day, select **Daily**.

□ Choose the required *Start Type* for the email schedule start time.

□ Select the required *Start Date* and *Time Slot*.

□ Click on the **Skip Weekends** checkbox to skip sending the email on weekends.

* To send the email every week, select **Weekly**.

□ Select the days to send the emails and the *Time Slot(s)*.

* To send the email every month, select **Monthy**.

□ Set the frequency

1. Select **Daily** to send the email on specific dates.

2. Select **Weekly** to send the email on the selected day of the selected weeks.

□ Select the required *Time Slot(s).*

* To choose a custom interval, click on the *Schedule Interval* dropdown.

* To choose an end type for the email schedule, click **Schedule Expire**. It can be set to be non-stop, based on a date, the schedule count, the collector response count, or the survey response count.

1. Once you're done, click **Schedule**.
2. Click **Go back** to go to the previous screen.

**To schedule a reminder for an SMS you have sent:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can only access this after you publish the survey.
3. Hover over the **SMS invite** you have sent in the Invite History section, then select Create Reminder.

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1. Select a filter in the **Send** **To** field tab.
2. Make any necessary edits to the SMS Content, then click **Schedule**.

**To edit a scheduled SMS invite:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can only access this after you publish the survey.
3. Click the\* \**\[Image]*  next to the invitation you want to edit from the list of scheduled invites.
4. Click **Edit**.
5. Make any necessary changes, then click **Schedule**.

**To delete a scheduled invite:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can only access this after you publish the survey.
3. Click the **Delete** next to the invitation you want to delete from the list of scheduled invites.
4. Click **Yes** in the confirmation dialogue box that follows.

**To Track an SMS invitation:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can access this only after you publish the survey.

Click **Overview** to see the following details:

* **Sent** - Displays the details of how many SMS have been sent successfully.
* **Unsubscribed** - Displays the details If someone has unsubscribed from your invite.
* **Failed** - Display the details of how many SMS are not sent.
* **Invite History** - Displays the date, respondents' details, and other details of each invite.
* Click View for detailed information.
* Click Create Reminder to send an SMS reminder to people who have not responded to your survey.

Click **Recipients** to see the following details:

* **Search Recipients** - Search for a recipient by using keywords.
* **Phone Number**- Displays phone numbers of the sms invitees.
* **Download as CSV** - Download the list of filtered recipients in a CSV format.
* **Sent** - Displays whether your invite has been sent.
* **Responded** - Displays the response status of your survey.

If they have responded, click the **View Response** icon to view the responses you have received. This will take you to the reports section where you can see detailed response details.

**To filter responses:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the **Recipients** tab.
4. Click the **Filter** icon.

Select the desired filter from the drop-down list. You can view the collected responses under the selected filter.

You can filter your recipients based on various parameters.

* **All recipients** - To view all the recipients
* **No responses** - To view the recipients who haven't responded yet
* **Partial responses** - To view the ones who have partially responded
* **Complete responses** - To view the ones who have submitted complete responses
* **Disqualified responses** - To view the recipients who don't fit your requirements
* **Over Quota Responses** -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
* **Unsubscribed** - To view those who have unsubscribed from your SMS.
* **Not sent** - To view the SMS invites that have not been sent out yet.
* **Failed** - To view the invites that have failed to send.

**To search for a contact to find out if they have answered your survey:**

1. Go to the **Launch** tab.
2. Under **Distribution** on the left pane, click the SMS tab. You can only access this after you publish the survey.
3. Click the **Recipients** icon and search for recipients in the search bar by using keywords.

**To filter your SMS distribution contacts:**

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the **Recipients** tab.
4. Click the **Filter** icon.

Select the desired filter from the drop-down list. You can view the contacts under the selected filter.

You can filter your SMS distribution contacts based on the following parameters :

* **All recipients** - To view all the recipients
* **No responses** - To view the recipients who haven't responded yet
* **Partial responses** - To view the ones who have partially responded
* **Complete responses -** To view the ones who have submitted complete responses
* **Disqualified responses** - To view the recipients who don't fit your requirements
* **Over Quota Responses** -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
* **Unsubscribed** - To view those who have unsubscribed to your SMS.
* **Failed** - To view the invites that have failed to send.

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