When you have one or more SMS/Text Portals using Messaging 2.0, you can setup post-text survey questions for each portal. When you setup a post-text survey, the following happens:
- at the end of the conversation your help seekers are sent a text message with a link redirecting them to a webpage with the survey questions you’ve created
- the webpage they're redirected to can be personalized by your organization using a Cascading Style Sheet (CSS)
- the questions appear in your call report as ‘greyed out’ fields, meaning your vols-staff won’t be able to select answers for these questions, and instead answers will only be selected if they’re submitted by the help seeker
Below is the information that iCarol Support will need to help you get started with setting up a Post-Text Survey:
Post-Text Survey Questions
Your survey will consist of custom questions created by your organization. To see an example of a Post-Text Survey click here.
- What SMS/Text Portal do you want these questions added to?
- What questions do you want included in your Post-Text Survey?
- Please provide all the data fields (categories, groups/questions, and items/answers) you’d like to have. Typically, we see clients define data fields to comply with reporting requirements. Be sure to also include if the possible answers should be in a pull-down list, check boxes, or a text box. Please provide the list of the data fields you’d like to have in your Online Form in Word or Excel format. Note, the use of Conditional Categories and Conditional Groups aren't available within your Post-Text Survey questions.
- Note, it is best practice to limit the number of questions in your Post-Text Survey to roughly 5 questions because if you ask too many questions, you risk having your help seekers not provide any answers.
Additional Post-Text Survey Settings
You are also able to personalize the timeout and warning lengths, page titles, messages, buttons, and help tips that appear throughout the Post-Text Survey. Alternately you can choose to use the default configurations in the example we have been looking at.
- Would you like to personalize any of the text or messages that appears in the Post-Text Survey, or do you want to use the default settings? If you wish to personalize, below are the available fields. Please provide specific details for those fields you wish to personalize:
- Survey Form Welcome Page Title:
- Survey Form Welcome Page Message:
- Survey Form Submission Complete Page Title:
- Survey Form Submission Complete Page Message:
- Submit Button Text:
- Submit Button Help Tip:
- Reset Button Text:
- Reset Button Help Tip:
- Next Button Text:
- Next Button Help Tip:
- Review Page Cancel Button Text:
- Timeout Warning length: You can customize how long the Post-Text Survey can be open, without activity, before the warning message is presented letting them know the form will be automatically closed if they do not continue. The default selection for this setting is 500 seconds. Do you wish to customize this setting, if so, how long should it be set for?
- Timeout Length: You can customize how long the Online Form can be open, without activity, before automatically closing. The default selection for this setting is 600 seconds (10 minutes). Do you wish to customize this setting, if so, how long should it be set for?
The images you see at the top and bottom of the page in the example we have been looking at are the header and footer images.
- Do you wish to customize the header and footer images? If yes, please send the images to iCarol Support so they can be uploaded into your system.
This is the style sheet language used for describing what the web page will look like, including the font color, size, style, and more. Your web master, or someone with knowledge about HTML will be able to help you with creating a CSS. After you create the CSS, you will send it to iCarol Support and it will be uploaded into your system.
- Do you wish to create a custom CSS? If yes, we will send you our default CSS file to use as your template.