Before you can use sms surveys

Customers can be offered taking surveys on web, by phone, and via sms. When it comes to sms you can easily adapt a single choice question and a free text questions to sms format, when you create a survey. If you have a configured sms account you can choose if you want the survey to be sent out via sms, answered over the phone, or both, as seen in Description of the list under Surveys menu.

This is what is needed to make it work:

To send out survey questions via sms your organisation must have at least one sms account set in CallGuide Sms Engine.
This is done by Telia Company via CallGuide Sms Manager.
In CallGuide Survey Admin, under the Users/Company menu, Sms accounts tab you have to make some corresponding account settings.

To see and use the Sms accounts tab you need to have user rights as aSuperAdmin .

Add an sms account

Under the Users/Company menu, Sms accounts tab, click the New sms account button and enter the following data

User	The user name or id used in CallGuide Sms Manager
Password	The password used in CallGuide Sms Manager
Originating address	The long phone number from which the sms is sent is pre-filled from a properties file
Display name	The name of you organisation's account, as you want it exposed in the Surveys list. See Description of the list under Surveys menu.

The data entered in the Sms accounts tab has to correspond to what is configured in CallGuide Sms Engine

Edit or delete an sms account

To delete en account from CallGuide Survey, select the account under the Users/Company menu, Sms accounts tab, and click on .

To edit an sms account seen in the list on Sms accounts tab, click on the appropriate account name in User column. In the view opening up you can change data, and Save. Just remember that the data has to match what is seen in CallGuide Sms Manager.

In The Edit company tab you set the sms transmission rules, such as the time span when sms surveys should be allowed to send out.