Phone connections

On the Customer Settings page, the Phone Connections tab displays all phone numbers associated with your account. Each phone connection represents a phone number that can be used to begin SMS, Web SMS, Outbound or Inbound survey interactions.

image of the Phone Connections tab

The screenshot above shows the configuration of a single phone connection. Follow the steps below to configure a new connection:

  • Enable default survey routing for inbound calls and SMS: If you would like a specific survey to be presented when a voice call or SMS message arrives at this number, toggle the switch On. When turned On, the Default Survey field will be displayed below.
  • Default Survey: When default survey routing is enabled (On), select the default survey to present to customers here.
  • No Survey Message Text: When default survey routing is disabled (Off), enter a message to be delivered via voice or SMS when a call or message arrives at this number. For voice calls, Survey Dynamix will only speak this text if there is no voice prompt specified in the No Survey Message Sound File dropdown menu.
  • No Survey Message Sound File: When default survey routing is disabled (Off), you can select a previously uploaded sound file to play when an inbound voice call arrives at this number. If needed, you can add new sound files on the Surveys page.
  • Phone Connection ID: If you use the Survey Dynamix API, note this unique ID of the phone connection for later use. You will need to provide a phone connection ID when adding survey interactions via the API. The default phone connection for each capability can be configured in the survey settings, but you will need the ID if you ever need to override the defaults.
  • After making changes, click Update to save the changes before leaving the tab.