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  1. Go to Applications and choose "New Application"
  2. Name the application "SMS Surveys".  If you want to enable registration through a web-based application, choose the "CloudCare" option.   Use the green "Save" button.  


  3. Choose the "Untitled ModuleCase List" and rename it to "Surveys" and click the green Save button.
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  4. Choose the Case Management option Settings Tab and type in a case under Case Type.  This is the object name for the type of contact that is being registered.  You can use a word like contact or participant.  Once you've specified a case type, click the green Save button in the right corner.  
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  5. Click on Untitled Form and the plus sign next to "Surveys" to add a form. Click the settings icon next to the new form to rename it to "Registration" and Save.  Once that is done, click on the blue Create . Save by clicking the green check button. 
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  6. Click on the name of the form you just added. You should see the Form Builder. a drop down menu entitled "+ Add Question." There is a toolbar list of potential questions at the top of the screenthat can be added to a form.  Add a Text question. If you are doing an SMS Survey only text, number, choice and date questions are supported. 
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  7. This question will be used to capture the name of the contact.
    1. Question ID is the variable name for the name.  Just use name
    2. LabelDisplay Text: This is what will actually be asked on the phone or through SMS for this question.  Set the text to "What is the contact's name?"
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  8. Add a question to enter the phone number of the contact.  Choose the number dropdown and select Phone Number or Numerical ID.  
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  9. Set the Question ID to contact_phone_number.  Set the label to "Enter phone number (only numbers with country code)"
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  10. Add a hidden value to the form with an ID of contact_phone_number_is_verified.  Set the Calculate condition to 1.  (This indicates that the phone number has been verified and is a real number).
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  11. Save the form (green button in the top right left corner).  
  12. Select the settings icon to the right of the name of the form in the application builder, then . Then select the Case Management tab.
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  13. Choose the form type as "Registers a New Case".  Set the name to the "What is contact's name" question and save the other two questions to the case.  Make sure that the case properties are contact_phone_number and contact_phone_number_is_verified.  Make sure you save changes using the green Save button.  Image Removed

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Now that the form is created, you can use it to register new contacts, either through SMS (for your field staff), or using a phone number.  

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