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Sending surveys via SMS

This article explains how to set up SMS distribution, what you need in your panel file, and what to tell your employees in advance.

Updated over 2 weeks ago

You can now distribute surveys by SMS as well as by email. This is particularly useful for employees who don’t regularly access email. SMS survey invites are sent from our dedicated UK number: +44 7426 914913.


1. Where to find SMS distribution in the platform

Under the Distribution tab, you’ll now see:

  • Email distribution (collapsible section)

  • SMS distribution (collapsible section)

  • Completion status (collapsible section)

Each method has its own tracking (sent, delivered, opened, clicked). The SMS distribution section works in the same way as email, with options to:

  • Create new batches (by demographic or by recipient)

  • View scheduled batches

  • Resend to selected individuals

  • Check SMS history


2. SMS survey invites: what to expect

  • SMS invites are sent from a fixed UK number: +44 7426 914913

  • Messages include a shortened survey link (e.g. http://say.peopleinsight/...)

  • Sending is only advised between 09:00 and 17:00 (recipient time zone)

We strongly recommend notifying recipents before SMS messages are sent, so they know what to expect. Let them know:

  • They will receive a message from +44 7426 914913

  • It’s legitimate and safe

  • It includes a link to your employee survey

This helps avoid confusion, boosts trust, and improves response rates.


3. Panel file requirements for SMS

To use SMS distribution, your panel file must include employee mobile numbers. These should be in E.164 format (e.g. +447911123456) and placed in:

  • Column I – Work Phone Number (used if it’s a valid mobile)

  • Column J – Mobile Phone Number (used as fallback if Column I is invalid)

Updated panel file templates are available in the platform:

  • Client_Panel_No_Variables (update).xlsx

  • Client_Panel_With_Variables (update).xlsx

Validation rules:

  • Mobile numbers must include the + country code, no brackets and no spaces

  • Invalid numbers will be flagged during upload

Only participants with valid mobile numbers will be included in SMS batches.


4. SMS templates

Under Design > SMS Templates, Super Users or System Admins can:

  • Create and name templates

  • Write message content (live character count shown)

Note: the platform will use shortened URLs for survey links.


5. Creating and sending SMS batches

To send an SMS batch:

  1. Go to Distribution > SMS distribution

  2. Click Create new (by recipient) or Create new (by demographic)

    (Note: recipient-level selection is recommended due to phone number logic)

  3. Choose a time zone and schedule the message.

  4. Track delivery status in real-time under the Scheduled SMS batch section


6. Resends, history and compliance

  • Resend SMS to non-responders via the Resend tab

  • View previous batches in SMS history

  • If an SMS fails, we retry twice.


7. Organisation-level control

The SMS feature is configurable at the organisation level. If disabled for your organisation, SMS options will not appear in the platform. Contact your People Insight client manager to enable SMS functionality.

🌍 Summary of enabled SMS destinations

North America

  • 🇦🇮 Anguilla

  • 🇦🇬 Antigua and Barbuda

  • 🇦🇼 Aruba

  • 🇦🇸 Ascension

  • 🇧🇸 Bahamas

  • 🇧🇧 Barbados

  • 🇧🇿 Belize

  • 🇧🇲 Bermuda

  • 🇨🇦 Canada

  • 🇰🇾 Cayman Islands

  • 🇨🇷 Costa Rica

  • 🇨🇺 Cuba

  • 🇨🇼 Curaçao and Caribbean Netherlands

  • 🇩🇲 Dominica

  • 🇩🇴 Dominican Republic (all prefixes)

  • 🇸🇻 El Salvador

  • 🇬🇱 Greenland

  • 🇬🇩 Grenada

  • 🇬🇵 Guadeloupe

  • 🇬🇹 Guatemala

  • 🇭🇹 Haiti

  • 🇭🇳 Honduras

  • 🇯🇲 Jamaica

  • 🇲🇶 Martinique

  • 🇲🇽 Mexico

  • 🇲🇸 Montserrat

  • 🇳🇮 Nicaragua

  • 🇵🇦 Panama

  • 🇵🇷 Puerto Rico

  • 🇰🇳 St Kitts and Nevis

  • 🇱🇨 St Lucia

  • 🇵🇲 St Pierre and Miquelon

  • 🇻🇨 St Vincent and the Grenadines

  • 🇹🇹 Trinidad and Tobago

  • 🇹🇨 Turks and Caicos Islands

  • 🇺🇸 United States

  • 🇻🇬 British Virgin Islands

  • 🇻🇮 U.S. Virgin Islands


Asia (excluding high risk & not available*)

  • 🇦🇫 Afghanistan

  • 🇦🇲 Armenia

  • 🇦🇿 Azerbaijan

  • 🇧🇹 Bhutan

  • 🇧🇳 Brunei

  • 🇰🇭 Cambodia

  • 🇨🇳 China

  • 🇹🇱 East Timor

  • 🇬🇪 Georgia

  • 🇭🇰 Hong Kong

  • 🇮🇳 India

  • 🇮🇩 Indonesia

  • 🇯🇵 Japan

  • 🇯🇴 Jordan

  • 🇰🇵 North Korea

  • 🇰🇷 South Korea

  • 🇰🇼 Kuwait

  • 🇰🇬 Kyrgyzstan

  • 🇱🇦 Laos

  • 🇱🇧 Lebanon

  • 🇲🇴 Macau

  • 🇲🇾 Malaysia

  • 🇲🇻 Maldives

  • 🇲🇳 Mongolia

  • 🇲🇲 Myanmar

  • 🇳🇵 Nepal

  • 🇵🇭 Philippines

  • 🇶🇦 Qatar

  • 🇷🇺 Russia / 🇰🇿 Kazakhstan

  • 🇸🇦 Saudi Arabia

  • 🇸🇬 Singapore

  • 🇹🇼 Taiwan

  • 🇹🇯 Tajikistan

  • 🇹🇭 Thailand

  • 🇹🇷 Turkiye

  • 🇹🇲 Turkmenistan

  • 🇦🇪 United Arab Emirates

  • 🇺🇿 Uzbekistan

  • 🇻🇳 Vietnam

  • 🇾🇪 Yemen


Europe

(All listed countries are allowed)

Includes:

  • 🇦🇱 Albania → 🇻🇦 Vatican City

  • 🇬🇬 Guernsey / 🇯🇪 Jersey / 🇮🇲 Isle of Man (UK-based)

  • 🇷🇺 Russia & 🇺🇦 Ukraine

  • 🇽🇰 Kosovo

  • 🇹🇷 Turkish Republic of Northern Cyprus


South America

  • 🇦🇷 Argentina

  • 🇧🇴 Bolivia

  • 🇧🇷 Brazil

  • 🇨🇱 Chile

  • 🇨🇴 Colombia

  • 🇪🇨 Ecuador

  • 🇫🇰 Falkland Islands

  • 🇬🇫 French Guiana

  • 🇬🇾 Guyana

  • 🇵🇾 Paraguay

  • 🇵🇪 Peru

  • 🇸🇷 Suriname

  • 🇺🇾 Uruguay

  • 🇻🇪 Venezuela


Africa

(Excludes high risk destinations*)

Allowed:

  • 🇩🇿 Algeria

  • 🇦🇴 Angola

  • 🇧🇯 Benin

  • 🇧🇼 Botswana

  • 🇧🇫 Burkina Faso

  • 🇧🇮 Burundi

  • 🇨🇲 Cameroon

  • 🇨🇻 Cape Verde

  • 🇨🇫 Central African Republic

  • 🇹🇩 Chad

  • 🇰🇲 Comoros

  • 🇨🇬 Congo

  • 🇨🇩 Democratic Republic of the Congo

  • 🇩🇯 Djibouti

  • 🇪🇬 Egypt

  • 🇬🇶 Equatorial Guinea

  • 🇪🇷 Eritrea

  • 🇪🇹 Ethiopia

  • 🇬🇦 Gabon

  • 🇬🇲 Gambia

  • 🇬🇭 Ghana

  • 🇬🇳 Guinea

  • 🇬🇼 Guinea-Bissau

  • 🇨🇮 Ivory Coast

  • 🇰🇪 Kenya

  • 🇱🇸 Lesotho

  • 🇱🇷 Liberia

  • 🇱🇾 Libya

  • 🇲🇬 Madagascar

  • 🇲🇼 Malawi

  • 🇲🇱 Mali

  • 🇲🇷 Mauritania

  • 🇲🇺 Mauritius

  • 🇲🇦 Morocco / Western Sahara

  • 🇲🇿 Mozambique

  • 🇳🇦 Namibia

  • 🇳🇪 Niger

  • 🇷🇪 Reunion / Mayotte

  • 🇷🇼 Rwanda

  • 🇸🇹 Sao Tome and Principe

  • 🇸🇳 Senegal

  • 🇸🇨 Seychelles

  • 🇸🇱 Sierra Leone

  • 🇸🇴 Somalia

  • 🇿🇦 South Africa

  • 🇸🇸 South Sudan

  • 🇸🇩 Sudan

  • 🇸🇿 Swaziland

  • 🇹🇿 Tanzania

  • 🇹🇬 Togo

  • 🇺🇬 Uganda

  • 🇿🇲 Zambia

  • 🇿🇼 Zimbabwe


Oceania

  • 🇦🇸 American Samoa

  • 🇦🇺 Australia / Cocos / Christmas Island

  • 🇨🇰 Cook Islands

  • 🇫🇯 Fiji

  • 🇵🇫 French Polynesia

  • 🇬🇺 Guam

  • 🇰🇮 Kiribati

  • 🇲🇭 Marshall Islands

  • 🇫🇲 Micronesia

  • 🇳🇨 New Caledonia

  • 🇳🇿 New Zealand

  • 🇳🇺 Niue

  • 🇳🇫 Norfolk Island

  • 🇲🇵 Northern Mariana Islands

  • 🇵🇼 Palau

  • 🇵🇬 Papua New Guinea

  • 🇼🇸 Samoa

  • 🇸🇧 Solomon Islands

  • 🇹🇴 Tonga

  • 🇹🇻 Tuvalu

  • 🇻🇺 Vanuatu

  • 🇼🇫 Wallis and Futuna


Global networks

  • 🛰️ Inmarsat Satellite Network (+870)

  • 🌐 International Networks (+882, +883)

  • 🛰️ Iridium Satellite Network (+881)

* High risk means a high risk of fraud from SMS sending as defined by Twilio.

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