Sending strategies to prioritize sending by SMS or email
💡 A sending strategy allows you to prioritize one sending mode (email or SMS) when you have both sending modes being used in your account.
Table of contents :
The 3 sending strategies
How to define a sending strategy?
How to use the sending strategy?
There are 3 sending strategies :
Prioritize email (if the customer does not have an email address, he will receive the questionnaire by SMS)
Prioritize SMS (if the customer does not have a cell phone number, he will receive the questionnaire by email)
Both modes
⚠️ We don't recommend using both modes at the same time otherwise it can be aggressive for people receiving the questionnaires to receive them 2 ways at the same time.
1- How to define a sending strategy?
To define a sending strategy, you have to go to the company settings. To get there, click on your name at the top right and then on "Settings" :
Click on the "Company" tab:
Scroll down to the bottom of the settings until you see the "Sending strategy" section:
Select the strategy from the drop-down menu to define it:
2- How to use the sending strategy?
Automated sending:if sending is done automatically, you only have to define the strategy and the automation takes care of the rest!
Manual sending: If you are sending manually, you can choose to send according to your sending strategy when doing a multiple sending.
Here's how:
Define the sending strategy in your company settings.
When sending, select "Strategy" as the sending mode:
This way, you can use a single CSV file even if you have multiple contact information per customer.
For example, if the sending strategy is to prioritize emails and a customer has an email address and cell phone number in your CSV file, they will receive the questionnaire via email because of your sending strategy.