How To: Set Up Automated Texting

How To: Set Up Automated Texting

Automated texting allows you to create pre-set text messages that send based on the scheduling or completion of study events. To set up automated text messages go to the Email & Text section in the Study Settings. Ripple texting is a feature available to those with a Ripple Professional account.


The use of texting for study participant/patient communication is often regulated by a number of institutional rules often managed by the applicable Institutional Review Board and the information security compliance office. Please make sure that you have the authorization to text participants/patients directly before using this feature.


Setting Up Automated Text Template

Text triggers can be scheduled off of a scheduled or completed event date or based on any date variable in Ripple, including the Last Contact Date, Birthday, Date of enrollment, or any custom variable in a date format. After this template has been created, any participant who meets the criteria of the automated template will receive the text message at the selected interval.


To set up this automated text for a text template:

  1. Click Add Template
  2. Fill in the Template Name, Description, and Message fields
  3. Select the A. event or B. date variable you would like to send the text based on
  4. Designate the time/date you would like the text to be sent based upon the event or date variable
  5. Click Save



Sending Automated Text Messages

How will I know that the text message was sent?
The text message will create a log entry in the Text Log on the participant’s profile card after the text message was sent.
If a time is not specified, what time of day will the text message be sent?
When a specific hour to be sent is not designated in the template, the text message will be sent at 9:00 AM local time.
What phone number will this text message be sent to?
The contact that the automated text message will be sent to will follow this hierarchy:

A. The preferred phone number of the preferred contact.

B. If the preferred contact does not have a preferred phone number, then the first, non-archived phone number in the list for the preferred contact.

C. If there is no preferred contact, or the preferred contact has no non-archived phone numbers, then the preferred phone number of the participant’s contact.

D. If the participant’s contact does not have a preferred phone number then the first, non-archived phone number on the participant’s contact.

E. If the participant’s contact is archived or has no phone number then we will not send an automatic text message to this participant.
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