![]() ![]() You can now review any errors you encountered during the survey and fix root causes. From visiting the Messaging Insights page in Console, you can see aggregated reports on delivery rates, response rates. Messaging Insights provides real-time analytics to help you monitor and troubleshoot your Twilio messaging application. Monitor delivery of messages & calls Messaging You will have various options to send the survey, either by adding phone numbers or uploading a participants list. Navigate to Data Collection -> Survey Distribution Tools. Use Analyze Surveys for SMS & Voice Calls to resolve any potential issues with your surveys If you choose this route, please, review the Twilio and HIPAA page carefully. If this will include any PHI you should sign a BAA with Twilio. We recommend that you do not collect PHI with this option. Initiate survey as SMS conversation - this is the only Survey option where you are sharing actual questions and answers over SMS.The number should be able to make outbound calls. You will need a number that can send and receive SMS. Participants will respond using key presses on their phone. All the responses have to be numeric or multiple choice. A voice call will be initiated to them and the survey will be a voice survey. Send survey invitation via SMS to take survey as voice call (respondent receives call when replying via SMS) - Participants will receive a SMS, then they will reply when they are ready to take the survey.You will need a number that can send SMS and receive calls. Send survey invitation via SMS to take survey as voice call (respondent makes call) - Participants will receive a SMS, they will call the number to take the voice survey.This is an excellent option where the participants cannot read. Initiate survey as a voice call - Participants will receive a call and will respond using key presses on their phone.Send Survey Invitation with survey link via SMS - Participants will receive a SMS with a link and they will use the link to take the survey on the web.This setting will have impact on the security, participant experience and the type of number to get from Twilio The main setting that you need to pay extra attention to is the Survey Invitation type. You will be able to configure behavior here like the language, type of voice to use, and default number. Navigate to Project Setup -> Twilio SMS and Voice Call Services -> Configure Settings As a part of enabling this module, you will be prompted to Turn off the Request Inspector feature on Twilio for Security purposes ![]() You will need the AccountSID and AuthToken from the Twilio Console (which you copied earlier).If you don’t have permissions to complete this, then please contact your REDCap Administrator. Enable Twilio SMS and Voice Call Services for surveys and alerts.Navigate to Project Setup -> Enable Optional Modules and Customizations. ![]() First, log into your console (if you haven’t yet) here. Next, you’ll set up the Twilio integration inside REDCap.
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