Manage Recipient Profiles
The Instant Census Admin Portal allows you to view recipients' information and edit the data stored in their custom fields. Each Cohort has its own recipient management page.
Automatic Opt-Out Handling
Any recipient who texts STOP will be automatically opted out and will no longer receive messages from you unless they re-enable by texting START. You can view reports of opt-outs and see the conversation threads that led to people opting out.
When a recipient sends a message that Instant Census does not expect, the message is flagged and appears in the Message Inbox in the Instant Census Admin Portal. Here you can review the recipient's flagged message and follow up as appropriate.
View Recipient Conversation Transcripts
The Message Inbox also allows you to view each individual recipient's message history. This is important if follow-up with an individual recipient is necessary.
Individual Message Sender
Also within the Message Inbox, you can individually send messages to recipients from the Message Sender. For example, if a respondent is confused about a particular question, you can easily respond individually to each question without any interruption to the survey flow.
Custom fields are the primary way surveys can be tailored to a particular recipients. Every recipient in a particular Cohort has the same set of Custom Fields, but each recipient may have different values for those fields. Furthermore, each Custom Field has a default value set at time of creation which serves as the field value for any recipient on the Cohort who has not had the field explicitly set. These values can then be checked and set by surveys to guide the course of communication.
Each recipient has a status to indicate whether or not a recipient is actively receiving messages from
Instant Census. This is shown in the third column of the recipients table.
"Unpaused" is the default recipient status; upon creation, every recipient is "Unpaused." An unpaused
recipient receives messages from Instant Census as normal.
"Paused" indicates that the recipient is no longer receiving Messages from Instant Census. Recipients
are set to "Paused" manually by adminstrators. Recipients cannot reactivate themselves via text message
and can only be reactivated by an administrator.
Choose Your Area Code
If you're distributing a survey to a group of recipients in a certain geographic location, you have the option to choose an area code from that specific location for your survey's phone number. For example, if you're distributing a survey to recipients in Boston, you could choose to use a 617 area code for your survey's phone number.