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Overview

CommCareHQ allows you to setup SMS surveys and reminders. These can be integrated with the data for existing CommCare application or provide a stand-alone SMS system. The overall reminder and survey system is called CommConnect.  

Here are some example use cases:

  • Sending a reminder to a health worker when one of their beneficiaries is due for a delivery.
  • Sending counselling messages to beneficiaries (for example, reminding them to take their iron pills).  
  • Sending a short survey to a beneficiary (for example, asking if they've attended a clinic)
  • Have a patient request information from the system.  For example, if they are enrolled in a smoking cessation study, they may request support messages from the system. 

At a high level, CommConnect lets you do the following:

  1. Recipients - Messages can be sent to a mobile worker (ex. a CHW) or a phone number stored in a case (ex. the beneficiary)
  2. Timed and Conditional Messages -  Messages can be controlled and scheduled based on the state of a case (ex. the delivery date or whether a mother is high risk)
  3. Message Schedules: Multiple messages can be sent out on a schedule and repeated (ex. a weekly set of reminders for drug adherence).  
  4. Simple Message - A simple text message can be sent that references information in the case (ex. the case's name)
  5. Interactive Survey - An interactive SMS survey (based on a form designed in CommCareHQ).  This can be used to update or close a particular case
  6. Incoming Keywords -  A user can initiate interaction with the system (ex. requesting a counselling message) by sending a message to the system  

Configuring Recipients

Both cases and mobile workers need to be configured specially for use with CommConnect. 

  1. Configure a Case for CommConnect
  2. Configure a Mobile Worker for CommConnect
Info
titleCase Sharing

 At the moment, if you're using Case Sharing for you application, there are some restrictions on which mobile workers can get sent a reminder.  CommConnect can only send a reminder to the last user who modified the case.  This means if a nurse and health worker are sharing a case, you won't be able to notify the nurse if a health worker identifies a high-risk patient and updates the case on their phone.

CommConnect Tutorials

  1. Sending a Date-Based Reminder

Configuring Reminders

Set-up Reminders

Info
titleThis feature requires a CommCare Software Plan

This feature (Messaging) is only available to CommCare users with a Standard Plan or higher. For more details, see the CommCare Software Plan page.

Introduction

Starter Applications and Tutorials

  • Messaging Beginner Tutorial: This builds a basic application that sends reminder messages to pregnant women and health workers
  • SMS Survey Tutorial: This adds to the beginner tutorial and sets up a two-way SMS survey to each pregnant woman
  • Keywords Tutorial: This allows you to setup a basic data collection system using SMS keywords

Configuration

Registering Contacts

Include Page
Contact Registration
Contact Registration

System Setup

Data and Reports

Messaging provides a set of reports and tools to manage your project data.

SMS Testing and Troubleshooting

Learn More