💡 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 :

⚠️ 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.
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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:

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:

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.