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How do I set up a

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'Collect Data' event for a Twilio SMS device? 

  1. After you add your device to the study, select 'Study Arms' in the left sidebar navigation. Then select 'event Schedule' for the arm where you want to add the device upload 'Collect Data' event.  
    1. (warning) Not sure how to add a device? See Device Upload event for general instructions, and Bi-directional SMS Set Up for specifics on setting up Twilio SMS devices. 



  2. Click the blue 'Add New event' button and select 'Device UploadCollect Data' as the event type. Then select the source The devices can be viewed by navigating to the Devices section in Manage Study.

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  3. Select the device options from the drop down list. This will auto populate all of the devices that you have set up in Way to Health.  The devices can be viewed by navigating to the Devices section in Manage Study.  
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  4. Name the event. 
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    Type the question or prompt into the 'participant message' box and click 'send notification?' checkbox.  Since this is a text prompt, select 'Text only' as the notification method. 
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  5. Choose the day when the event should start and the event window. 
    1. event start: For a question that will occur daily for the study duration, it typically starts on Day 0 or Day 1.  For a one-off question, select the day (i.e. Day 6)
    2. event window: Depending on if your study has other SMS questions on the same day will likely dictate the length of the event window.  This is because if the first question is Sleep Score (score 1-10) and the second question is Pain Score (1-10), the windows cannot overlap because WTH doesn't know which event to attach a score of '5' to. Therefore either (1) the event windows should not overlap or (2) the choices for one of the questions should not be 1-10, but rather 'Good, Fair, Poor'. 

      (green star) Only asking 1 question per day? Leave the event window open all day so participants have a chance to respond at any time that day! 
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  6. Indicate how many times the event should repeat and then click the blue 'Add' button. 
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  7. Click the 'Send participant a message on start of this event' check box and  type the question or prompt into the  Message.  Since this is a text prompt, select 'Text only' as the delivery method.

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  8. You are now ready to build feedback logic on the device uploadevent.  This will allow you to send automated responses depending on the participant's text. Click the 'FeedbackSave and Define Logic' button. 
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  9. Inside the device upload feedbacklogic screen, select If 'Completed and' 
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  10. Choose the source field (i.e response_choice) and the response options (i.e. 0-4'T' or 'F').  Select 'Message' from the 'Add a consequence' drop down list. Type your message to the participant based on their response choice and select 'text only' as the notification method.
    1. (warning) For a question that can have multiple response options ('0-4T, F, True, False') you MUST select 'Any'.
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  11. Repeat #9 for responses '5-9F and False'. 

  12. (lightbulb) Tip! Want to send an alert to the study team if a participant sends a high pain scorewrong message? You can add in a message to the team here! 
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  13. What if the participant sends a response that is not '0-10F, False, T, or True'? 
    1. Select the source field to be 'valid_choice --> no'.  The valid choices (i.e. 0-10, yes or noF, T, False, True, etc.) are set up on the device itself.  In this case, if the participant sends back anything but 0-10F, T, False, True, then they will receive the message.  
    2. Set up a message to the tell the participant that WTH doesn't understand and to try again.
    3. Reopen the event to allow them to respond again.  If you don't reopen the event, the participant will not receive feedback if a message if they send the correct response the second time. 
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  14. What if I just want to send a message to the participant thanking them for sending the pain scorein a guess
    1. This will be set up like #9, except you will choose all response choice options. 
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  15. Once all response scenarios are covered, click the blue 'Save Feedback' button at the bottom of the page

  16. Your new 'Collect Data' event is now visible in the Overview of the schedule. You will notice that the chat bubble is red.  This indicates that the event is a bi-directional SMS event! 
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My study is using Twilio MMS (picture messaging) devices. Can I use the MMS device to send bi-directional messages or do I need a separate MMS and SMS devices? 

You only need the Twilio MMS device! You can use the MMS device to set up bi-directional just as instructed above.

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