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Sending strategies to prioritize sending by SMS or email
Sending strategies to prioritize sending by SMS or email

Discover the sending strategies and how to define a sending strategy in your InputKit.

Bernard Genois avatar
Written by Bernard Genois
Updated over a week ago

💡 A sending strategy allows you to prioritize one sending mode (email or SMS) when you have both sending modes being used in your account.

Table of contents :

There are 3 sending strategies :

  1. Prioritize email (if the customer does not have an email address, he will receive the questionnaire by SMS)

  2. Prioritize SMS (if the customer does not have a cell phone number, he will receive the questionnaire by email)

  3. Both modes

⚠️ We don't recommend using both modes at the same time otherwise it can be aggressive for people receiving the questionnaires to receive them 2 ways at the same time.


1- How to define a sending strategy?

To define a sending strategy, you have to go to the company settings. To get there, click on your name at the top right and then on "Settings" :

Click on the "Company" tab:

Scroll down to the bottom of the settings until you see the "Sending strategy" section:

Select the strategy from the drop-down menu to define it:

2- How to use the sending strategy?

Automated sending: if sending is done automatically, you only have to define the strategy and the automation takes care of the rest!

Manual sending: If you are sending manually, you can choose to send according to your sending strategy when doing a multiple sending.

Here's how:

  1. Define the sending strategy in your company settings.

  2. When sending, select "Strategy" as the sending mode:

This way, you can use a single CSV file even if you have multiple contact information per customer.

For example, if the sending strategy is to prioritize emails and a customer has an email address and cell phone number in your CSV file, they will receive the questionnaire via email because of your sending strategy.


Do not hesitate to write us on the chat if you have any questions.

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