Unread Text Message Notifications

Overview

Leads respond best when your team replies fast. The Unread Text Messages preference emails you when an incoming text from a lead has gone unread for more than 5 minutes — so a message never sits waiting while you're in an in-person visit, logged out of Foundation, or heads-down on something else.

Understanding unread text message alerts

When a lead texts your study team, the message arrives in your Message Center. If no one on your team opens it within 5 minutes, Foundation emails you a heads-up. You can then log in and reply while the lead is still engaged.

This preference only appears on studies with engagement features enabled, since two-way texting is part of that feature set. On studies without them, the Unread Text Messages column shows a dash (—) instead of a toggle. See "How do I get engagement features enabled in my study?" to request access.

Tip: Keep this one ON even if you've turned other notifications off. Response time is the single biggest driver of text reply rates. Keep OFF if you are not a user who typically contacts leads.

How to turn on unread text message emails

  1. Click your name in the top-right corner of Foundation, then select Notification Manager.
  2. Scroll to Studies & Sites Preferences.
  3. Find your study row, then look to the Unread Text Messages column at the far right of the table.
  4. Click the toggle to ON.
  5. Expand a study using the chevron next to its study ID if you want to set this preference for individual sites rather than the whole study.

How to respond from the email

  1. Click View Message Thread in the email.
  2. Log in to Foundation and complete authentication if you aren't already signed in.
  3. You'll land on that lead's details page, where you can read the full conversation and reply.

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