Messenger Surveys and Forms is a unique tool that allows any business to create and send data capture forms which are optimised for the screen of a mobile phone. Quite simply, that’s enabling people to complete any kind of online form via their mobile phone.
Original file: http://www.textlocal.com/downloads/Textlocal-How-To-Mobile-Surveys-and-Forms.pdf
2. Contents
Page 3 An introduction to Messenger
Surveys and Forms
Page 4 Example uses for Messenger
Surveys and Forms
Page 5 Creating a mobile data capture
form
Page 10 Hints and Tips
Page 11 Sending your mobile data capture
form
Page 13 Reporting
Page 15 Pricing
www.textlocal.com
2
How to…
3. An introduction to
Messenger Surveys
and Forms
Messenger Surveys and Forms is a unique tool that allows any business
to create and send data capture forms which are optimised for the screen
of a mobile phone. Quite simply, that’s enabling people to complete any
kind of online form via their mobile phone.
How does it work?
Your Messenger account features a ‘Surveys’ section which you can use to
create mobile optimised web pages complete with a range of data
capture tools. Like mobile web pages, surveys and forms are sent via a
short link in a text message, so they are accessible by anyone with an
internet enabled phone.
Why mobile data capture forms?
Not only is this an elegantly simple way to get your forms directly to the
recipient, it provides an easy way for your form to be filled in and by just
hitting submit on the screen of the mobile phone, the results are stored
in your Messenger account, complete with full reports and stats.
That’s not all:
• No cost to receive replies
• Create forms for free
• All data can be easily exported to Excel
• Low cost compared to other popular surveys and forms
• Use custom fields to personalise your forms to its recipient
• The great open and response rates of SMS which will drive more
results for your data capture
www.textlocal.com
3
How to…
4. Example uses
Messenger Surveys and Forms can benefit any business. If there is
information you need to extract from your customers, which there
always is, then there is a place for Surveys and Forms in your
communications. Here are a few of our suggestions:
Applications forms
• Loans
• Insurance claims
• Educations courses
• Contracts
Booking forms
• Restaurant reservations
• Viewings
• Tickets
• Appointments
Surveys
• Feedback forms
• Opinion
• Thought leadership
Registrations forms
• Brochures/ more information
• Newsletter
• Gym classes
• Courses
• Exhibitions
• Events
Competitions
• Entry forms
• Multiple choice questions
• Free text entry box
www.textlocal.com
4
How to…
5. Creating a mobile
data capture form
To create a mobile form, log into Messenger and click ‘Surveys’ on the
top navigation bar
www.textlocal.com
5
How to…
This will show this set of options. Here you can select which of your
surveys you want to launch, or start a brand new one.
1 2 3 4
1. Live surveys are those that are out in the world, being completed.
2. Draft surveys are ones you have started but not published yet
3. Retired surveys are expired and can no longer be completed
4. Click here to start a brand new survey
6. Setting up your form
This is where you can give your survey a title and set any time sensitive
parameters. You can always come back to this section so don’t worry if
you need to change something later on.
www.textlocal.com
6
How to…
1.
2.
4.
5.
3.
1. Enter your title here. This will appear on the top of your page on the
recipients hand set
2. This is a descriptive name for your reporting. Keep it simple but
make it clear what you are referencing.
3. Select this option if you want people to fill in the survey more than
once. This would apply if you were running a competition or something
similar where users can only submit their answers once.
4. If your survey is time sensitive, this is where you can select the dates
it is applicable to and from. If you do select an expiry date, set what you
would like the message to be.
5. Always remember to save your settings.
7. The page you see next is home to everything you need to create the
survey and you can create as many pages you wish.
The top four options allow you go back to the survey settings in case
anything needs changing, to go back to the main menu of surveys, to
send your survey when you’re ready and to re-order the pages of your
survey.
If you choose to re-order the pages of your survey, a new box will appear
where you can drag and drop the page titles into the correct order.
www.textlocal.com
7
How to…
Setting up your survey pages
These three sections are really important to building the pages of the
survey. Add as many pages as you wish, or if you just want it to be one
page with a submit button to the finish page, that’s fine too.
8. Creating the page content
Below is a blank template for a survey page. The title and welcome
message elements can be deleted if necessary and extra ones can be
added by clicking ‘add item to page.’ use the re-order items tab to drag
and drop the elements in the correct order.
The preview page option allows you to see exactly what your page would
look like on the screen of an iPhone or a Samsung. Remember, a mobile
survey can be viewed on any internet enabled phone.
The ‘Start Survey’ button will remain, however you can re-name this
button anything you wish, it may be ‘continue,’ ‘submit’ or any other call-
to-action that fits your type of data capture form.
www.textlocal.com
8
How to…
Personalise your
survey by mail
merging in
custom fields
9. Adding elements to your page
www.textlocal.com
9
How to…
DISPLAY ITEMS
Title
Use these three options to input a title or header
and the size you want the text to be.
Text
Use this option to add further text to your elements.
Image
Upload any image to the server and select where in
the page you want this to appear.
DATA CAPTURE
Long text area
Use if you want to collect unique, free text
responses
Short text area
For shorter responses
Dropdown
Pre-populate single choice drop down menu
Options
Multiple choice options
Checkboxes
Multiple choice check boxes. Use this option if you
want users to be able to select more than one
answer
Radio buttons
Single choice options. Use this option if you only
want once answer to be given.
Star rating
Use 5 or 10 starts to canvass opinion, select how
many stars you want pre-filled
Date & time pickers
The mobile device will provide easy to use selectors
for date and time pickers
Device location
Select if you want to ask the user if it’s ok to use
their ‘current location.’
Hidden data field
Unique reference data/ input
An element is anything you add to your page. This could be a header, an
image or any form of data capture
By clicking ‘add item to page’ you will be shown this set of options.
10. Hints and Tips
www.textlocal.com
10
How to…
• If you choose to set an end date when setting up your survey, make
sure you enter some end date text to give the end user a friendly
experience if they try to fill in the survey after the end date.
• Think about how you want to retrieve the information. Do you want
the user to be able to give a unique answer or select from pre-
selected answers? Remember – check boxes allow users to select
more than one answer, single choice means they can only choose one.
• Set what questions require an answer when inserting the element. If
you need their email address to follow up on completed forms, make
it a compulsory field when adding the element.
• Don’t be scared to use multiple pages, scrolling a long way down the
mobile screen can be off putting. Also state how many pages your
form has so the user knows how close they are to finishing.
• Personalise your surveys with custom fields to include information
specific to the recipient.
• Make your admin and reporting simple by renaming the pages and
elements simply and logically.
• Use the copy option to copy images, logos or items to other pages in
seconds. This is far quicker than re-uploading content.
• Duplicate surveys to run them again. By saving them as a separate
survey you will have a completely different set of results.
• When using star ratings, it will be automatically set to 3 out of 5 stars.
If respondents choose not to submit a rating, the results will not be
skewed too much.
A form can be
as simple as
one page and
one question
11.
www.textlocal.com
11
How to…
Sending your Survey
Always send a
test to your
handset first
Surveys and forms are sent via short links in text messages, so it is a
similar process to sending basic text messages. To find out more about
this please see ‘How to send SMS text messages.’
There are two ways to send a mobile survey, directly from the survey
creation feature, or via the Send SMS screen.
To send via Surveys
Once you have perfected your survey and tested it, click the green tab
along the top of your surveys page to ‘send survey.’ If your survey is not
yet published, a prompt will show to publish it before you send it. You
will not be able to send a survey until it is published.
Once you click yes to publish, the link to the survey will appear in your
text message field, complete with a tracking link. This allows you to track
who opens your message by mobile number and what device was used.
All you need to do now is add the rest of your text message, choose your
sender name, add an opt-out path and select your contact group.
If you don’t have any numbers to send surveys to, see ‘How to create and
grow your database.’
12.
www.textlocal.com
12
How to…
Manually inserting your survey
link into a text message
When on the ‘send SMS’ screen, click ‘add attachments and links’ and a
new button is available to insert a survey link. By clicking this, a drop
down list will appear of your published surveys.
Never send a text message that only contains a link. Explain what it is
and what you want the user to do and what’s in it for them. Include an
additional call to action just in case the end user doesn’t have an internet
enabled phone.
Like normal text
messages,
remember to
include an op-out
path
13.
www.textlocal.com
13
How to…
Reporting on sent
surveys and forms
All results of completed surveys are stored in you messenger account.
Access them by clicking the pie symbol of the survey you want to
analyse.
You will then be able to select the date range needed and the
appropriate results will be displayed below. The reports section will
provide you with the following:
• Individual responses for each question, displayed in graphs and charts
• Export to Excel function
• Stats on mobile device used and screen resolution
This is how the results to the star ratings is displayed:
14.
www.textlocal.com
14
How to…
What your reports will look like
We will display your results in more than one form of chart so you can
use the one that suits your purpose. You can also create your own charts
with the data you export to Excel.
15.
www.textlocal.com
15
How to…
Pricing
There are two payment options available when sending survey links to
suit your usage. Both options include the cost of sending the text
message.
Pay-As-You-Go
With this option you pay for every survey you send out. All completed
surveys are collected, free of charge for up to 3 months after the send
date.
Price
Survey builds: FREE – design as many surveys as you wish
Survey text cost: 2 SMS credits per survey sent. If you use more than
160 characters an additional 2 credits will be used
Responses: FREE – data is available in Messenger for 3 months after the
send date
Contract
With a contract you can send as many surveys as you like. All survey
results are stored separately. Results from all completed surveys are
stored in Messenger for as long as your contract is live.
CONTRACT PRICE
Survey Text Cost 1 SMS credit per survey sent
Pay Monthly £25
6 Months 20% discount £120
12 Months 40% discount
£180
