Sending the template message

Steps to send Template message

Step 1: Create a CSV of contact numbers

Prepare a CSV file with contact details and other relevant information such as names, research objectives, and specific questions.

Additional columns can be added to personalise the message you send; however, these must map to the Template message you create. I.e. if the template message has a placeholder for name, you should add a name column that you can map to when you send the CSV (explained below).

Requirements:

• Cell A1 must contain heading 'phoneNumber' for the template to send

• Cell numbers must have the country code in beginning and no spaces

• Use the provided 'example csv' in the upload CSV in 'Send' screen for correct formatting

The correct format

Step 2: Upload CSV in platform

1. Go to the 'Share' tab in the campaign and press 'Send'

1. Upload the CSV you just created

Step 3: Send Template message to contacts

• Configure Campaign Details:

  • Choose the Campaign you are inviting participants to complete. When the 'Start' button (see example below) is clicked by the participant, they will be routed to the campaign you have specified.

  • Specify the approved template message you wish to use.

  • Configure any placeholders in the Template message you chose with the fields in the CSV you uploaded. See how 'Name' has been mapped to {{1}} and we can map 'Topic' to {{2}} which is shown in the message on the right above.

  • Press ‘Launch campaign 🚀’!

Best Practices

• Test the Distribution: Before a wide-scale dispatch, test the link and template messages with a small group to ensure everything functions as intended.

• Follow Up: After sending out invitations, consider sending follow-up messages or reminders to ensure a higher response rate.

• Privacy and Compliance: Always ensure that your communications comply with data protection regulations and respect participant privacy.

This is how the message will look to the participants you have sent it to.