Enable text message voting for Live Engagements and Word Clouds so your audience can vote by sending a simple text message.
You can allow participants to vote or respond using text messages when setting up two types of engagements: Live Engagements and Word Clouds.
To set it up:
- Start a New Engagement: Click the "New Engagement" button on the Home or Engagement List page.
- Select your Engagement Type: The Text Message option is available for the following Types of Engagement:
Live Engagement
Word Cloud:
- Enable Text Message: Toggle on “Text Message” to enable voting by text message.
The first time you enable this, you’ll be prompted to select a phone number that will be linked to your account. This number will be used for all text-based responses.
You will have the option to change the number or confirm.
- (Optional) You can customize the reply message that participants receive after submitting their response via text.
- Configure Engagement Settings:
a. Engagement Privacy: Only whitelisted users will be able to participate in this engagement
b. Number of votes allowed per device: This feature uses browser storage for tracking. If multiple browsers are used or the cache is cleared, a person can vote multiple times.
c. Scheduling: Click here for details on scheduling.
d. Show Results: Enable this option to allow voters to see the engagement results after they vote.
e. Select Multiple Options: User will see able to select multiple correct options
f. Opt-in checkbox: Show on authentication page the Opt-in checkbox - Click Next to add your question or prompt, then continue to save your engagement.
- New Engagement: Create a name for your Engagement and add an optional Image
- Select Question Type:
Live Engagement options
Multiple Choice: Enter your question, description, and answer options. You can also upload images for both questions and answers.
Open-Ended: Simply enter your question.
Word cloud option
Word cloud: Simply enter your question.
- Configure Visual Settings:
a. Choose an engagement visual template (Live engagement option only)
b. Set/Upload a background image
c. Set inactive visuals
d. Select font colors
e. Set horizontal layout (*only available for multiple choice questions) (Live engagement option only) - Preview Your Engagement: Click "Next" to review your engagement before saving and launching it.
Once your engagement is active, participants can vote or submit responses by texting the designated number using the instructions you provide.
For a step-by-step walkthrough, check out the tutorial video here.
Note: This feature is available on paid plans. Here’s how to upgrade your plan.