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Overview

CommConnect can also be set up to allow users (mobile workers or cases) to initiate interact with the system themselves.  For example, a mobile worker may want to register a new beneficiary or a beneficiary may need to request a service or report some information.

This type of functionality is can be setup through SMS Keywords.  A mobile worker or case  can message the keyword to a CommConnect phone number.  This will trigger a form to be run for the user.  Some caveats:

  1. Only known phone numbers can use keywords.  To allow users to register themselves in the system, see Enabling Users to Directly Register
  2. Mobile worker phone numbers cannot trigger forms that depend on a case.  There is no functionality to allow mobile workers to select a case.

Keyword Setup

To setup the reminder, navigate to www.commcarehq.org/a/<yourprojectname>/reminders.  In the left side bar, select "Keywords", then click the "+Add Keyword" button.

When setting up a keyword, you need to specify the following:
  • Keyword: This is the word that the user will message to initiate the interaction.  Keywords need to be unique within a project.
  • Form: This is the form that will run for the user.  If you select a form that depends on a case, it will only work for phone numbers associated that case type.
  • Answer Method: There are two options here:
    • One SMS Per Question: The user will be able to respond to one question at a time and will receive the next question after answering.  This is how SMS surveys work for reminders.
    • All Questions in One SMS: The user will be able to send a single SMS that answers all questions in the form.  This is useful if the user knows all the questions and can easily answer them in a single line.  See details below. 

Once you've specified the keyword and form, save the keyword. 

Set Up All Questions In One SMS (Structured SMS)

 

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