What each connection is for
The twelve cards on the Connections page, what each one powers, and which screen shows that it works.
What you will learn
- Know what each card powers
- Know which screen to check afterwards
The cards
| Card | What it is for | Where you see it working |
|---|---|---|
| Public addresses | Where respondents and providers reach SmartSurv: used in SMS links, provider callbacks and share links. Set once by SmartSurv’s technical team. | SMS survey links and share links open correctly |
| WhatsApp Cloud API | Invitations and questions on WhatsApp, and sending invitation templates to Meta. | Research → WhatsApp templates (submit, status); Simulator for a dry run |
| Africa’s Talking | SMS invitations and airtime payouts. | Money → Payouts |
| SMS | Which service sends SMS invitations. Test mode only keeps them in the message log. | SMS survey links reach phones |
| Payouts | Which service pays respondents (test mode, airtime, Mobile Money), optional routes per country, and the callback secret. | Money → Payouts; Business → Analytics → Payouts |
| Flutterwave | Mobile Money transfers (Ghana and Kenya). | Money → Payouts |
| Hubtel | Mobile Money and airtime payouts, and client card / Mobile Money checkout in Ghana. | Money → Payouts; client payments |
| Client checkout | How clients pay: the wizard’s Quote & pay and invoices on Billing → Billing (test mode, Paystack or Hubtel). | Billing admin → Payments shows online payments arriving |
| Alert emails, invoices, reminders and demo-request notices. | The Email test; invoices emailed from Billing admin | |
| Call core (phone and AI) | Survey calls, the survey phone line, call-backs after a missed call, the call log, and all of SmartSurv’s AI. | Research → Calls; AI labels on results |
| AI assistant | Nothing to fill in: it says the AI comes from the call core card. | The AI label on reports, themes and Ask answers |
| Carrier lookup | Checks a number’s network and SIM age for fraud scoring, and its registered area. | Risk reasons on Money → Payouts |
Step by step
- Before switching a card from test mode to live, agree it with SmartSurv’s technical team and the finance lead.
- After any change, press Test connection, then check the screen in the last column.
- Check Settings → System: it shows which providers are configured (yes or no only).
Check yourself
Pick an answer for each question, then press Check my answers. Nothing is saved or sent.