{"id":4103,"date":"2021-03-05T11:49:28","date_gmt":"2021-03-05T11:49:28","guid":{"rendered":"https:\/\/www.snapsurveys.com\/support-snapxmp\/?post_type=epkb_post_type_1&#038;p=4103"},"modified":"2025-07-24T13:15:48","modified_gmt":"2025-07-24T12:15:48","slug":"sending-sms-invitations","status":"publish","type":"epkb_post_type_1","link":"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/sending-sms-invitations\/","title":{"rendered":"Sending SMS invitations"},"content":{"rendered":"\n<p>\n  Sending survey invitations to your participants lets them know about your survey. In addition to sending email invitations, Snap XMP offers the ability to send SMS survey invitations to your participant\u2019s mobile phones containing a link to access the survey directly from the SMS message. Providing a link to the survey gives the participant access to the survey directly from the SMS message, helping to improve the response rate. A smart phone is required to complete the survey via the link.\n<\/p>\n\n\n\n<p>   This tutorial describes how to set up the participants data then upload the participants using Snap XMP Online and create email invitations and reminders using Snap XMP Online that enable the participants to access the survey directly from the SMS message. <\/p>\n\n\n\n<p>Please watch our video demonstrating how to send SMS invitations.<\/p>\n\n\n<div class=\"wp-block-group widescreen\"><div class=\"wp-block-html\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/Hnxr4n7UHzg?rel=0\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\">Email to SMS service pre-requisite<\/h2>\n\n\n\n<p>   To provide SMS survey invitations you will need a custom email address, provided by Snap Surveys, that is associated with your Snap XMP Online account. Please contact our <a href=\"https:\/\/www.snapsurveys.com\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">sales team<\/a> about enabling this feature on your account. This email address will be used for sending all future invitations from your Snap XMP Online account and is used by your chosen SMS provider to authenticate your messages as they are sent. <\/p>\n\n\n\n<p>\n  Prior to sending SMS survey invitations you need an account with an SMS messaging service provider. This is a service provided by a third party that sends bulk SMS messages from your organisation, for purposes such as invitations, reminders and alerts. Your organisation may already have an existing account with an SMS messaging service provider. If this is not the case, you need to sign up for an account with an SMS message service provider. Snap Surveys does not provide recommendations for any service providers. However, the provider that you decide to use must provide an Email to SMS service to be able to send SMS survey invitations.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-o33311\"><\/a><a id=\"post-4103-o33312\"><\/a><a id=\"post-4103-_Step_1:_Create\"><\/a>Step 1: Create an Email to SMS service account<\/h2>\n\n\n\n<p>   Make sure that you have an account set up with a SMS messaging service provider and a custom email address provided by Snap Surveys. Once an account is set up, register the Snap XMP Online custom email address as a valid sending address within the SMS messaging service account. Please refer to your SMS messaging service provider\u2019s documentation for further details on how to set up the Email to SMS service. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-_Step_2:_Create\"><\/a>Step 2: Create and publish the survey<\/h2>\n\n\n\n<p>   In Snap XMP Desktop, create the survey making sure that you include mobile editions as the participants are likely to access the survey directly from the SMS message on their smart phones. <\/p>\n\n\n\n<p>   Publish the survey in Snap XMP Desktop at <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/publishing-the-online-editions\/\" target=\"_blank\" rel=\"noreferrer noopener\">Publishing the online editions<\/a> or Snap XMP Online at <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/publishing-and-collecting-survey-data\/\" target=\"_blank\" rel=\"noreferrer noopener\">Publishing your survey<\/a>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-o33313\"><\/a><a id=\"post-4103-_Step_3:_Set\"><\/a>Step 3: Set up the participant data file<\/h2>\n\n\n\n<p>\n  The data file containing the participant details must contain the unique participant email address required by the SMS messaging service. This email address is usually configured in the format \n<\/p>\n\n\n\n<p><strong>International mobile phone number of the participant @ SMS service provider domain name<\/strong>\n<\/p>\n\n\n\n<p>\n  For example <strong>447712345678@smsprovider.com<\/strong> where 447712345678 is a participant\u2019s UK mobile phone number in international format and smsprovider.com is the domain of the SMS service provider.\n<\/p>\n\n\n\n<p>\n  Check that this is the required format in the documentation provided by your SMS messaging service provider.\n<\/p>\n\n\n\n<p>\n  An example Excel spreadsheet is shown below, containing login information (ID); SMS email (Email) and first name (Name).\n<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"360\" height=\"151\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/excelparticipants3-png.png\" alt=\"Example of an Excel spreadsheet used to upload participants with SMS email addresses\" class=\"wp-image-4104\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/excelparticipants3-png.png 360w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/excelparticipants3-png-300x126.png 300w\" sizes=\"(max-width: 360px) 100vw, 360px\" \/><\/figure>\n\n\n\n<p>\n  The data file may also contain other login and seeding information.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-o33314\"><\/a><a id=\"post-4103-_Step_4:_Upload\"><\/a>Step 4: Upload the participants in Snap XMP Online<\/h2>\n\n\n\n<p>   In Snap XMP Online, you can upload participants to the survey prior to sending out invitations. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>   Open your survey in <strong>Snap XMP Online<\/strong> and in the survey\u2019s <strong>Summary<\/strong> click the <strong>Collect<\/strong> link. <\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"986\" height=\"506\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/demosurveys1-png.png\" alt=\"Summary tab for the selected survey with Collect highlighted\" class=\"wp-image-4105\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/demosurveys1-png.png 986w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/demosurveys1-png-300x154.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/demosurveys1-png-768x394.png 768w\" sizes=\"(max-width: 986px) 100vw, 986px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>\n  Select the <strong>Participants<\/strong> side menu to view the participants and invitations. The Participants <strong>Overview<\/strong> is selected by default\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"859\" height=\"363\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/particpantslist1-png.png\" alt=\"Upload participants\" class=\"wp-image-4106\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/particpantslist1-png.png 859w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/particpantslist1-png-300x127.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/particpantslist1-png-768x325.png 768w\" sizes=\"(max-width: 859px) 100vw, 859px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>\n  Click on the <strong>Participant list<\/strong> menu item to view the participants.\n<\/li>\n\n\n\n<li>\n  Click on <strong>Upload Participants<\/strong> to open the <strong>Upload Participants Wizard<\/strong>, which guides you through the steps to add the participants to your survey.\n<\/li>\n\n\n\n<li>\n  On the first page, click <strong>Select file<\/strong> to add the file with the participants\u2019 data. The accepted formats are CSV and XLSX. \n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"666\" height=\"340\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectspreadsheet1-png.png\" alt=\"Upload participants wizard - select spreadsheet\" class=\"wp-image-4107\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectspreadsheet1-png.png 666w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectspreadsheet1-png-300x153.png 300w\" sizes=\"(max-width: 666px) 100vw, 666px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Click <strong>Next<\/strong>. The next page shows the survey options for sending email invitations and logging into the questionnaire. In this tutorial, email invitations are sent (converted to SMS format by the SMS messaging service provider) and the participants are going to log into the survey automatically. The email invitations are going to contain the participant\u2019s name. For this the following survey options are selected:\n<ul class=\"wp-block-list\">\n<li>\n      Select <strong>Send email invites\/reminders<\/strong> to be able to send emails.\n    <\/li>\n\n\n\n<li>\n      In the <strong>Email address field<\/strong>, select the spreadsheet column that contains the email address for the participants. This field is required and this defaults to match the most likely column. In this tutorial, it is set to <strong>email<\/strong> to match the spreadsheet column.\n    <\/li>\n\n\n\n<li>\n      Select the <strong>Seed data into invites\/reminders<\/strong> checkbox so that the invitations can contain the participant\u2019s name.\n    <\/li>\n\n\n\n<li>\n      Select <strong>Allow Snap Online to track your respondents<\/strong>, which requires the participants to log in.\n    <\/li>\n\n\n\n<li>\n      In the <strong>Login field<\/strong>, select <strong>id<\/strong> to match the spreadsheet column\n    <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"669\" height=\"347\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectsurveyoptions1-png.png\" alt=\"Upload participants wizard - select survey options\" class=\"wp-image-4108\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectsurveyoptions1-png.png 669w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/selectsurveyoptions1-png-300x156.png 300w\" sizes=\"(max-width: 669px) 100vw, 669px\" \/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>\n  Click <strong>Next<\/strong> and complete the invitation seeding. Select the field <strong>name<\/strong> and click <strong>Add<\/strong> to make the name information available when you create the invitations and reminders.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"667\" height=\"419\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationseeding1-png.png\" alt=\"Upload participants wizard - invitation seeding\" class=\"wp-image-4109\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationseeding1-png.png 667w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationseeding1-png-300x188.png 300w\" sizes=\"(max-width: 667px) 100vw, 667px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>\n  Click <strong>Next<\/strong> to show the overview page then click <strong>Upload<\/strong> to upload the participants to the survey. The results are displayed when the upload is complete. Click <strong>Finish<\/strong>.\n<\/li>\n<\/ol>\n\n\n\n<p>   Questionnaire seeding is also available when adding participants, but is not shown in this tutorial. Further details on how to set these options can be found at <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/uploading-participants-from-a-spreadsheet\/\" target=\"_blank\" rel=\"noreferrer noopener\">Uploading participants from a spreadsheet<\/a>. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-o33315\"><\/a><a id=\"post-4103-_Step_5:_Create\"><\/a>Step 5: Create plain text invitations in Snap XMP Online<\/h2>\n\n\n\n<p>\n  The invitations must be created as plain text emails because the SMS messages cannot contain HTML.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  Click on the <strong>Invitations<\/strong> menu item to view the invitations.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"665\" height=\"375\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitations1-png.png\" alt=\"Add a plain text invitation\" class=\"wp-image-4110\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitations1-png.png 665w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitations1-png-300x169.png 300w\" sizes=\"(max-width: 665px) 100vw, 665px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Click the <strong>Add plain text invitation<\/strong> button to display the invitation email editor where you can compose the email you wish to send to your participants.\n<ul class=\"wp-block-list\">\n<li>\n      In the <strong>Title<\/strong> field, enter the name that describes the invitation or reminder.\n    <\/li>\n\n\n\n<li>\n      In the <strong>Subject<\/strong> field, enter the email subject that the participants will see. There are two tags available in <strong>Insert tag into subject<\/strong>. These are <strong>Survey Title<\/strong> and <strong>Username<\/strong>.\n    <\/li>\n\n\n\n<li>\n      Enter the SMS message text, by overtyping [Add your text here], in the email message field. Click <strong>Insert tag into body<\/strong> and select <strong>name<\/strong> to add the name field in your email message greeting.\n    <\/li>\n\n\n\n<li>\n      You must include the survey link in the message for participants to access the survey from the SMS message. In <strong>Insert tag into body<\/strong>, click <strong>SurveyLinkAuto<\/strong> to add a link that automatically logs the participant in and shows the survey. If you want the participant to enter the log in details then use <strong>SurveyLink<\/strong>.\n    <\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"886\" height=\"717\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/addinvitationnew-png.png\" alt=\"Create an email invitation with a survey hyperlink\" class=\"wp-image-4111\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/addinvitationnew-png.png 886w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/addinvitationnew-png-300x243.png 300w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/addinvitationnew-png-768x622.png 768w\" sizes=\"(max-width: 886px) 100vw, 886px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>\n  When you have completed the SMS invitation click <strong>Save<\/strong> to save your changes.\n<\/li>\n<\/ol>\n\n\n\n<p>\n  When creating the SMS invitation, consider the length of the message. A standard text message length is 160 characters. The link in the message is replaced with the full web address of the survey which you need to include in the message length. Multiple messages will increase the cost of sending the invitations to participants.\n<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a id=\"post-4103-o33316\"><\/a><a id=\"post-4103-_Step_6:_Test\"><\/a>Step 6: Test the invitation<\/h2>\n\n\n\n<p>\n  Before you send the email invitations to your participants you can check the format of the invitations by using the test functionality.\n<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\n  In the <strong>Invitations<\/strong> section, click the <strong>Test<\/strong> button. \n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"744\" height=\"252\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationsms-png.png\" alt=\"Test the invitation\" class=\"wp-image-4112\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationsms-png.png 744w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/invitationsms-png-300x102.png 300w\" sizes=\"(max-width: 744px) 100vw, 744px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>\n  This displays the <strong>Test invitation<\/strong> dialog. Enter an email address that is available for testing.\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"402\" height=\"171\" src=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/testinvitationmsg1-png.png\" alt=\"Test the invitation\" class=\"wp-image-4113\" srcset=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/testinvitationmsg1-png.png 402w, https:\/\/www.snapsurveys.com\/support-snapxmp\/wp-content\/uploads\/2021\/03\/testinvitationmsg1-png-300x128.png 300w\" sizes=\"(max-width: 402px) 100vw, 402px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>   Click <strong>Send test email<\/strong>. A test email invitation is sent to the test email address. <\/li>\n\n\n\n<li>   When the email arrives check that the format is as you expected. The email will substitute one of the participants in your list to test the invitation seeding is correct. Check that the survey link opens the survey. <\/li>\n\n\n\n<li>   Once the invitations are ready to send you can start interviewing. Further details on starting interviewing can be found at <a href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/collecting-your-survey-data\/\" target=\"_blank\" rel=\"noreferrer noopener\">Collecting your survey data<\/a>. <\/li>\n<\/ol>\n\n\n\n<p>   To test that the SMS message is delivered, you will need to upload a database containing your own email address i.e. 447712345678@smsprovider.com (where 07712345678 is your UK mobile phone number). <\/p>\n\n\n\n<p>To manage the load on our email relays, as well as the subsequent load as respondents complete their survey, we limit the speed at which emails are sent, this is primarily to make sure that each respondent has a good experience and fast response times, to encourage them to finish the survey. As per the technical specifications on our website (<a href=\"https:\/\/www.snapsurveys.com\/survey-software\/technical-specifications\/\">https:\/\/www.snapsurveys.com\/survey-software\/technical-specifications\/<\/a>) , please consider how long it will take for your emails to be sent.<\/p>\n\n\n\n<p>Finally, please consider the number of characters in your survey URL as multiple SMS messages will incur greater costs from your SMS provider.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sending survey invitations to your participants lets them know about your survey. In addition to sending email invitations, Snap XMP offers the ability to send SMS survey invitations to your participant\u2019s mobile phones containing a link to access the survey directly from the SMS message. Providing a link to the survey gives the participant access [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"epkb_post_type_1_category":[199],"epkb_post_type_1_tag":[],"class_list":["post-4103","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-invitations-reminders-snap-online"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sending SMS invitations | SnapSurveys<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.snapsurveys.com\/support-snapxmp\/snapxmp\/sending-sms-invitations\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending SMS invitations | SnapSurveys\" \/>\n<meta property=\"og:description\" content=\"Sending survey invitations to your participants lets them know about your survey. In addition to sending email invitations, Snap XMP offers the ability to send SMS survey invitations to your participant\u2019s mobile phones containing a link to access the survey directly from the SMS message. 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