# SMS Magic with Various Zoho Apps

> **Source**: [SMS-Magic](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps)
>
> <p>Unlock the power of SMS-Magic across a range of Zoho Apps including Bigin, Recruit, Marketing Hub, and more. This section provides comprehensive guidance to seamlessly configure and deploy automation within these applications.</p>

## Browse Collection

1. [Setup for Triggering Automated WhatsApp Messages via Zoho Books](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/cQ4sGkcW3p8-setup-for-triggering-automated-whatsapp-messages-via-zoho-books.md) (Article)
2. [Zoho Survey-Setup and configuration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/zqW0Ni4Q840-zoho-survey-setup-and-configuration.md) (Article)
3. [Zoho Meetings](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/D6ESz8EPItI-zoho-meetings.md) (Article)
4. [Zoho Campaign-Configuration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/79bHwrqZoAE-zoho-campaign-configuration.md) (Article)
5. [Zoho Inventory-Automation](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/TEWQgZgXPOY-zoho-inventory-automation.md) (Article)
6. [SMS magic with Zoho Forms - Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/FAGaLRXPhRQ-sms-magic-with-zoho-forms-video-guide.md) (Video)
7. [Zoho Forms integration for OTP Verification - Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/usthuMwLDsk-zoho-forms-integration-for-otp-verification-video-guide.md) (Video)
8. [Automated SMS Notifications from Zoho Creator - Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/R101DMEqQIo-automated-sms-notifications-from-zoho-creator-video-guide.md) (Video)
9. [Engaging Candidates via SMS on Zoho recruit - Video Guide](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/S2mbRfxzmWM-engaging-candidates-via-sms-on-zoho-recruit-video-guide.md) (Video)
10. [Webhook configuration for Zoho Books](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/S4SbObZfXU4-webhook-configuration-for-zoho-books.md) (Article)
11. [Pre-requisites for Zoho Marketing Hub](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/u1Meo60cSho-pre-requisites-for-zoho-marketing-hub.md) (Article)
12. [SMS-Magic Integration with Zoho Apps Overview](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/aeLHAzh8w2M-sms-magic-integration-with-zoho-apps-overview.md) (Article)
13. [ZOHO SDP on demand](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/qr3pCoT4ixQ-zoho-sdp-on-demand.md) (Article)
14. [Zoho Booking integration](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/1AoZpg5BTFg-zoho-booking-integration.md) (Article)
15. [Set-up SMS magic account for Zoho apps](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/FGamU6WROZE-set-up-sms-magic-account-for-zoho-apps.md) (Article)
16. [Introduction](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/4kYAfjR8S0U-introduction.md) (Article)
17. [Configure and Send SMS/Text Notifications](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/yVJwWFzd77E-configure-and-send-sms-text-notifications.md) (Article)
18. [Zoho Survey-Overview](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/qpvI7OMRbeQ-zoho-survey-overview.md) (Article)
19. [SMS Magic with Zoho Recruit](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/8hklUEw8Zxg-sms-magic-with-zoho-recruit.md) (Article)
20. [Shooting SMS Campaign](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/geEWycCBV5A-shooting-sms-campaign.md) (Article)
21. [Install & Configure SMS Magic in Bigin](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/zwxHePq8LoE-install-configure-sms-magic-in-bigin.md) (Article)
22. [Zoho Forms- Configuration  ](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/DiaXoRlzCbM-zoho-forms-configuration.md) (Article)
23. [Zoho Creator Setup](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/sYWCsLqgJbI-zoho-creator-setup.md) (Article)
24. [Send Messages using Bigin](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/3zafKSXwILE-send-messages-using-bigin.md) (Article)
25. [Send automated messages via Journey Builder](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/65Yg8hE10NI-send-automated-messages-via-journey-builder.md) (Article)
26. [Zoho Forms- Automation](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/CYD51gS9paM-zoho-forms-automation.md) (Article)
27. [Zoho recruit setup](https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/R2ioxHAsLL8-zoho-recruit-setup.md) (Article)

---

# ARTICLE: Zoho Survey-Setup and configuration

## METADATA

- id: PbBCf35Mvt7jOqrnNWE20Q
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps/zqW0Ni4Q840-zoho-survey-setup-and-configuration

- collection_url: https://docs.sms-magic.com/r67iXZP6Uvc-sms-magic-with-various-zoho-apps

## CONTENT

### **To set up SMS distribution connection:**

1. Click the** Setup** icon in the user info widget.
2. Under the** Portal Setup **section, click the** Apps and Services **button. 
3. Navigate to the list of** Apps and Services** to find the available SMS Distribution channels.

*[Image]*

- Click the **Connect** tab to integrate with SMS-Magic to send surveys through SMS.
- In the Create Connection window, enter the name of the connection in the **Name** textbox.
- Enter your** Account SID** in the Account SID textbox.
- Enter the** Auth token** in the Auth Token textbox.
- Enter the** phone number **or** Sender ID **of your connection in the Phone number/Sender ID textbox.
- Click the** Create** icon to save the changes.

*[Image]*

 

 

> **Note:** You can create and add unlimited connections. You can send up to 1000 phone numbers in a single SMS invite.

 

### 
**To integrate with SMS Magic :**

1. Click the **Setup **icon in the user info widget.
2. Under the **Portal Setup** section, click the **Apps and Services** tab.

*[Image]*

1. Navigate to the list of Apps, and click the** Connect** button on the SMS Magic icon
2. In the **Create Connection** window, enter the name of the connection in the **Name** textbox.
3. Enter the Auth token in the** Auth Token** textbox.
4. Click the **Create** icon to create and save the account.

**To manage a SMS distribution connection:**

1. Click the **Setup** button in the user info widget.
2. Under the **Portal Setup **section, click the** Apps and Services** tab.
3. Navigate to the list of** Apps and Service**s to find the available SMS Distribution channels.

*[Image]*

- Click the **Manage **button to view, add, edit, and delete connections.
- To **Add** a Connection, click **Add** icon next to add a new connection. Add the necessary information and click Save.
- To** edit** an existing connection, click the** Edit** icon next to an existing connection. Edit the necessary information and click the Save icon
- To **delete** an existing connection, click the **Delete **icon next to an existing connection and click Yes to save the changes successfully.
- Click **Save **to save the changes.

**To set up SMS Distribution:**

1. Go to the **Launch** tab.

*[Image]*

1. Under **Distribution** in the left pane, click the** SMS** tab.

*[Image]*

 

1. Click **Create** **SMS **icon.

*[Image]*

1. In the** Connection** dropdown, choose the **SMS account **of your preference. 
2. Click on the** Import** **contacts** icon. 

*[Image]*

     

1. To import contacts, upload CSV or XLS files or you can manually enter the contact detail of your respondents.

*[Image]*       

**To import contacts from a CSV file :**

1. Click on the **CSV**  icon and select **Choose file **icon to upload a CSV file.
2. Enter the new group's name in the**  Name your new group** text box and click** Add **icon.

**To import contacts from an XLS file:**

1. Click on the** XLS** icon and select **Choose File **to upload an XLS/XLSX/ODS file.
2. Enter the new group's name in the Enter the **Name your new group** text box and click** Add** icon.

**To manually import contacts:**

- Click **Manual **and **type** or copy-paste contacts.
- Enter the new group's name in the Enter the **Name your new group **text box and click **Add** icon. 

**To customize the SMS message:**

- Enter the SMS message that you want to send in the** Message **textbox. You can enter up to 150 characters.
- Insert the survey link, next to** {{SurveyLink}}** followed by the text in the message box. A tiny URL will be automatically replaced while sending the message.
- To insert variable text content, click on the** Insert Variable** dropdown and select the required variable from a list of variables.
- Once done, you can save the message by clicking **Save as a template** or use an existing template by clicking Copy an existing template.
- Click the **Save icon** to save the setup.
- Click **Send** icon to proceed with sending the SMS.

*[Image]*

 

### **To schedule SMS invitation:**

You can now automate an SMS distribution invite or a reminder to be sent out at a time you decide. 

1. Once you click *Send*, you'll be prompted to choose from the following options: 

1. Immediately 
2. At Scheduled Time
2. To send it at once, click **SEND NOW**. 
3. To send it at a later point, click **SCHEDULE**.

*[Image]*
4. Select **Send on a Particular Date and Time** and choose the date and time from their respective calendar, hours and minutes dropdowns to schedule the email to be sent once at a given time.

> *[Image]* **Note: **
> - While scheduling a reminder for a scheduled invite, the day of start and time slot dropdowns are available.
> - While scheduling a reminder for a sent invite, the date and time slot dropdowns are available.

- Select **Send Periodically** to send the email regularly over a period and set the frequency. 

- To choose the frequency of the email, click* the Frequency* dropdown.

- To send the email every day, select **Daily**.

□ Choose the required *Start Type* for the email schedule start time.

□ Select the required *Start Date* and *Time Slot*.

□ Click on the **Skip Weekends** checkbox to skip sending the email on weekends.

- To send the email every week, select **Weekly**.

□ Select the days to send the emails and the *Time Slot(s)*.

- To send the email every month, select **Monthy**.

□ Set the frequency

1. Select **Daily** to send the email on specific dates.

1. Select **Weekly** to send the email on the selected day of the selected weeks.

□ Select the required *Time Slot(s).*

- To choose a custom interval, click on the *Schedule Interval* dropdown.

- To choose an end type for the email schedule, click **Schedule Expire**. It can be set to be non-stop, based on a date, the schedule count, the collector response count, or the survey response count.

1. Once you're done, click **Schedule**.
2. Click **Go back** to go to the previous screen.

**To schedule a reminder for an SMS you have sent:  **

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can only access this after you publish the survey.
3. Hover over the **SMS invite** you have sent in the Invite History section, then select Create Reminder.

*[Image]*

1. Select a filter in the** Send** **To** field tab.
2. Make any necessary edits to the SMS Content, then click** Schedule**.

**To edit a scheduled SMS invite:   **

1. Go to the** Launch **tab.
2. Under** Distribution **in the left pane, click SMS. You can only access this after you publish the survey.
3. Click the* **[Image]*  next to the invitation you want to edit from the list of scheduled invites.
4. Click **Edit**.  
5. Make any necessary changes, then click **Schedule**. 

**To delete a scheduled invite:  **

1. Go to the** Launch **tab.
2. Under **Distribution** in the left pane, click SMS. You can only access this after you publish the survey.
3. Click the **Delete** next to the invitation you want to delete from the list of scheduled invites. 
4. Click **Yes **in the confirmation dialogue box that follows. 

**To Track an SMS invitation: **

1. Go to the **Launch** tab.
2. Under **Distribution** in the left pane, click SMS. You can access this only after you publish the survey.

Click** Overview** to see the following details:

- **Sent** - Displays the details of how many SMS have been sent successfully.
- **Unsubscribed** - Displays the details If someone has unsubscribed from your invite.
- **Failed** - Display the details of how many SMS are not sent.
- **Invite History** - Displays the date, respondents' details, and other details of each invite.
- Click View for detailed information.
- Click Create Reminder to send an SMS reminder to people who have not responded to your survey.

Click** Recipients **to see the following details: 

- **Search Recipients** - Search for a recipient by using keywords.
- **Phone Number**- Displays phone numbers of the sms invitees.
- **Download as CSV** - Download the list of filtered recipients in a CSV format.
- **Sent** - Displays whether your invite has been sent.
- **Responded** - Displays the response status of your survey.

If they have responded, click the **View Response **icon to view the responses you have received. This will take you to the reports section where you can see detailed response details.

**To filter responses: **

1. Go to the** Launch** tab.
2. Under **Distribution** in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the** Recipients **tab.
4. Click the** Filter** icon.

Select the desired filter from the drop-down list. You can view the collected responses under the selected filter.

You can filter your recipients based on various parameters.

- **All recipients** - To view all the recipients
- **No responses **- To view the recipients who haven't responded yet
- **Partial responses** - To view the ones who have partially responded
- **Complete responses** - To view the ones who have submitted complete responses
- **Disqualified responses** - To view the recipients who don't fit your requirements
- **Over Quota Responses** -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
- **Unsubscribed **- To view those who have unsubscribed from your SMS.
- **Not sent** - To view the SMS invites that have not been sent out yet.
- **Failed** - To view the invites that have failed to send.

**To search for a contact to find out if they have answered your survey:   **

1. Go to the** Launch** tab.
2. Under **Distribution** on the left pane, click the SMS tab. You can only access this after you publish the survey.
3. Click the **Recipients** icon and search for recipients in the search bar by using keywords.

**To filter your SMS distribution contacts:  **

1. Go to the** Launch** tab.
2. Under **Distribution** in the left pane, click the SMS tab. You can access this only after you publish the survey.
3. Click the** Recipients** tab.
4. Click the** Filter **icon.

Select the desired filter from the drop-down list. You can view the contacts under the selected filter.

You can filter your SMS distribution contacts based on the following parameters :

- **All recipients** - To view all the recipients
- **No responses** - To view the recipients who haven't responded yet
- **Partial responses** - To view the ones who have partially responded
- **Complete responses -** To view the ones who have submitted complete responses
- **Disqualified responses** - To view the recipients who don't fit your requirements
- **Over Quota Responses** -To view the recipients who couldn't take the survey because it reached the limit of the preset quota.
- **Unsubscribed** - To view those who have unsubscribed to your SMS.
- ** Failed **- To view the invites that have failed to send.

 *[Image]*