What is the Pre-Text Survey?

1. Custom Survey fields: these fields are added directly to your call report form associated with the SMS/Text Portal, and are personalized to meet your organization’s needs. These questions are sent to help seekers every time they visit your SMS/Text Portal.
2. Standard Registration fields: these fields are controlled from the IM Settings tab of your named SMS/Text Portal, and they include: first name, last name, and zip/postal code. These questions are only sent to your help seekers the first time they visit your SMS/Text Portal. Then if they visit again in the future, iCarol remembers their previous answers.

1. when the help seeker answers these Standard Registration questions, their answers are automatically populated into the respective fields of the associated call report
2. if you have the 'First Name' field enabled, the help seekers answer will appear on the main Messaging page under 'Waiting in queue' and 'Your conversations'
3. these questions are sent to a help seeker only the first time the help seeker initiates a conversation with your SMS/Text Portal
4. if the help seeker initiates a conversation with your SMS/Text Portal more than once, the answers they provided previously will be transferred into the related call report but they won’t have to answer them again
5. even though additional fields are available under the Standard Fields section (ex. state, city, county, email), the only fields that will be sent using the new Pre-Text Survey are first name, last name, and zip/postal code
   

1. From the main Messaging page, click the ‘IM and SMS Settings’ link in the top right corner of the page
2. Select the named portal you wish to edit from the portal drop-down list at the top of the page
3. Click the ‘IM Settings’ tab, and scroll down to the section named ‘Standard fields on the visitor registration screen’
4. Under this section the following fields are available to appear: first name, last name, and zip/postal code
   
1. Notice there are 2 checkboxes for each field, designating if they’re visible and required. For pre-text surveys, select the checkboxes under the visible column. Ignore the checkboxes under the required’ column, as those are only used when you’re configuring pre-chat surveys for Live Chat Portals.
   
5. Click ‘Save Settings’ when you’re done making your selection the fields
   

How to setup Custom Pre-Text Survey Fields

1. when the help seeker answers these Custom Survey questions, their answers are automatically populated into the respective fields of the associated call report
2. these questions are sent to a help seeker every time they initiate a conversation with your SMS/Text Portal
   

1. age
2. current mood
3. what they’re concerned about/reason for texting
4. suicide risk
   

1. What SMS/Text Portal do you want these questions added to?
2. What custom questions do you want included in your Pre-Text Survey?
   
1. 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 drop-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.
   
3. What answer abbreviations do you want designated for your Pre-Text Survey answers?
1. If any of your questions are check boxes or drop-down lists, you also need to provide abbreviations for each answer that will be used by the help seeker to select the specific answer. For example, if you have a question “How are you feeling today?”, and there are check boxes for the answers “Not good”, “OK”, and “Terrible”, you’ll need to abbreviate each of those answers so your help seekers don’t have to type out the entire word. You could abbreviate the answers as follows: “Not good” = “NG”, “OK” = “O”, and “Terrible” = “T”. Alternately, you can ask the Support Team the make these decisions for you.

Important Notes

1. For questions that can be answered using a checkbox, the wording of the question should include instructions for the help seeker about how they can choose multiple answers. For example, "What are you concerned about today (select all that apply; separate your answers with a space)?"
2. It's 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
3. The following call report features aren’t available for use within your Pre-Text Survey: Conditional Categories, Conditional Groups, and Visual Risk Indicator for Messaging