Creating an SMS Survey


We'll now setup a reminder so that the survey will only be sent to mothers who have been flagged by the CHW as needing to visit the clinic. This messages will also be setup to repeat on a weekly basis until either the CHW or mother indicates she has visited the clinic.  We'll schedule the message to send on Tuesdays in the evening (so that the mother can respond after visiting the clinic).  

  1. Add another reminder to the project (go to the Messaging tab, then choose Reminders and then click on the + Reminder button).
  2. We'll now configure which pregnant mothers will receive this reminder.  Give the reminder a name (ex. Clinic Visit Check) then scroll to the Start Section. 
  3. The next step is to choose who will receive the reminder.  We want this reminder to go to the health worker who registered the case (the case owner), so choose Case Owner.  
  4. In the Message Content section, instead of sending an SMS Message, we want to send an SMS Survey,  We can now choose which form we want to send as the survey.  Use the dropdown to choose Clinic Attendance Survey.  
  5. We will also configure to reminder to Repeat every week until the mother visits the clinic. Choose the Indefinitely option and specify that the reminder should repeat every 7 days.  Remember, the reminder will stop sending as soon as the Start condition becomes false (i.e. if send_clinic_visit_reminder is not equal to yes).  

  6. We can also look at and update some Advanced options for this reminder.
  7. Our reminder is now setup so we can click on Create Reminder

We can now view the scheduled reminder in the calendar and test out how it works. 

Test and Verify the Survey