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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  

Setup Your Project

  1. Set a Time Zone: Since many reminders are sent at a specific time, its important to specify the time zone for your project.  This can be done through Time Zone Settings.

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

CommConnect Tutorials

  1. Sending a Date-Based Reminder

Configuring Reminders

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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