TEXT 2 U: CONTACTING WIRELESS SUBSCRIBERS USING TEXT MESSAGING
FOR MOBILE PHONE SURVEYS
Trent D. Buskirk, Ph.D. Epidemiology and Statistics Core, Eastern Virginia Medical School
Mario Callegaro, M.S. Graduate program in Survey Research and Methodology,University of Nebraska, Lincoln
Charlotte Steeh, Ph.D., Georgia State University
Keywords: Mobile Phone Surveys, Text Messaging, Short
Text Messaging (SMS), Number Portability, Text-Messaging
Panel, Digital Mobile Phone, Wireless Web
1. Introduction to the U.S. Mobile Phone Context
The increase in the use of mobile phones and the potential rise
in the number of mobile phone only households or primarily
mobile phone households (those for which landlines exist for
the express purpose of internet/fax/data transmission/receipt) is
slowly creating an opportunity and need to supplement
traditional RDD telephone surveys with surveys of mobile
phones. The number of wireless subscribers in the U.S. has
been rising at an average rate of 9.7% a year since December of
1985 and as of July, 2004 the Cellular Telecommunication and
Internet Association estimated a total of 167,236,200 mobile
wireless telephone subscribers in the country. As the number
of subscribers continues to rise and as the number of
subscribers who become “wireless only” or “primarily
wireless” also rises, contact/cooperation rates for traditional
RDD surveys may become adversely affected since many
companies exclude mobile phone numbers from their sampling
frames.
With the continued development of wireless service in
the U.S. comes the improvement in wireless telephone
technology. In fact, 92% of the wireless subscribers in the U.S.
(C.T.I.A., 2004) are now using a digital wireless phone. With
these advanced phones come many new features including text
messaging and wireless web that could be useful in surveying
subscribers, besides making a cold call. While not all of these
subscribers can make use of text messaging capabilities, many
of them can and the number of text messaging users continues
to rise. In fact, the number of text messaging users rose from
18 million in 2002 to 27 million in 2003 (UPOC and Frank N.
Magid & Associates, 2003). A Telephia and Harris Interactive
survey estimated that 20% of all U.S. mobile phone subscribers
either sent or received a text message (TM) during the last
quarter of 2002 (Telephia / Harris Interactive, 2002) compared
to an estimated 12 percent in 2001. A similar estimate for the
number of text message users in the last quarter of 2002 in the
U.S. was found by SIBIS (SIBIS, 2003). Specifically, this
study estimated that 56% of the U.S. population owned a
mobile phone, and of those 24% were TM users. One possible
explanation for the observed increase in the number of users of
text messaging could be the result of the doubling in the
proportion of young adults (18 to 24) who reported using text
messaging from 2001 to 2002 (22% to 45) (SIBIS, 2003).
For users who cannot access text messaging on their
mobile phones, or for those consumers who do not own a
wireless phone, text messages can still be sent to a wireless
subscriber using a Text Messaging Interface (TMI) from
specific wireless provider company websites. These TMI offer
researchers information and may as well develop into a
screening tool that identifies for nonworking/non-assigned
numbers thus improving the efficiency of a survey process in
light of current FCC restrictions prohibiting the use of
autodialers for dialing wireless numbers and a lack of a
wireless telephone directory (Steeh and Buskirk, 2004)..
In this paper we will focus on two methods that can be
implemented for contacting wireless subscribers in the United
States that do not involve calling the subscriber directly,
primarily, text messaging and secondly wireless internet
service. In the next section we will highlight the text
messaging landscape within the U.S. and illustrate some of the
methods that are available from many of the larger domestic
wireless providers. In section three we will describe the use of
wireless internet capabilities for wireless phones and describe
some potential uses for this technology for the survey
researcher in the U.S. In section four we will describe our own
text messaging study of over 800 Nextel wireless phone
numbers. Finally, in the last section we will discuss some
possibilities for the not so distant future for survey research of
wireless subscribers within the U.S.
2. Text Messaging as a contact tool for Survey Research in
the United States
2.1: Development of Text Messages in the U.S.:
Text
messages had their origins in the U.S. with the development of
digital technology, either digital cellular, broadband PCS
(Sprint), or digital SMR (radio). In 1999 AT&T wireless,
Sprint PCS, Omnipoint, and Nextel offered one-way text
messaging (Federal Communication Commission, 1999), with
the ability to receive, but not send, text messages. Two-way
messages (i.e. receive and send capability) were not introduced
in the United States until May, 2000 when VoiceStream (now
T-Mobile) offered the service (Federal Communication
Commission, 2001). At the end of 2001, AT&T wireless
became the first carrier to offer cross-carrier network SMS
capabilities (Federal Communication Commission, 2002b). The
process of inter-carrier interoperability was completed by the
first quarter of 2002 by the six nationwide operators and other
mobile data providers (Federal Communication Commission,
2003)
.
Because of varying technologies among providers, TMs
in the U.S. are limited to a maximum length ranging from 120
to 500 characters (Federal Communication Commission, 2003).
Although most mobile phones in the U.S. were digital at the
end of 2003 (Cellular Telecommunications & Internet
Association, 2004), the ability to receive/send TMs was not
uniformly available to all subscribers- a stark contrast to the
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uniform availability for European subscribers. While for
example, every Nextel phone is enabled to receive TMs, it
generally costs users $0.15 to receive and at least $5.00 to
enable the reply capability of their phone plus an additional
$0.10 per sent message. Variation in technologies across
providers creates variation in the types of text messaging
capabilities and options that are available to wireless
subscribers in the U.S. Specifically, depending on the
company, text messaging capabilities have to be activated, and
most of the time there is a fee to receive (and send) TMs.
Table 1 was compiled using information from the operator web
sites regarding text messaging capabilities and fees for the 11
companies with more than one million subscribers at the end of
2002 (the cumulative subscriber base for these 11 companies
accounts for approximately 87% of U.S. mobile phone
subscribers (Federal Communication Commission, 2003). The
table highlights the fact that there are some differences among
companies in both the number of characters per sent/received
message as well as in the cost to send/receive a TM at the time
this paper was written. For example, few operators offer the
ability to receive free messages (AT&T Wireless, Us Cellular,
and partially Cellular One). Nextel, T-Mobile and Verizon let
all customers receive TMs no matter the plan, but for a fee.
Every Nextel phone (new and old) has the built in capability to
receive TMs (and users are charged on a per-message fee
automatically and bundle fees are available as an option).
Other companies require a special add-on to the contract in
order to activate the option to receive TMs for a fee and these
options cost at least $4.99/month. The range of maximum
characters per message for these 11 companies is from 140 (T-
Mobile) to 500 characters (Nextel). Some smaller companies
have a limit of 120 characters per sent/received message.
While there are many differences in the technologies
across providers, continued development to synthesize these
differences in terms of carrier interoperability may help explain
the continued rise in the number of text messaging users
(Federal Communication Commission, 2003).
2.2: Sending text messages to Subscribers without using a
phone:
It is not necessary to have a wireless phone in order to
send a TM. As we mentioned previously, it is fairly
straightforward and generally free to use a company’s website
to send a TM provided you know the number and the provider.
Generally, these websites will limit the number of characters
per message in accordance with the company limit. The degree
of flexibility in other options that are available to a consumer
while using a company’s text messaging interface (TMI) will
often be greater for those who subscribe to a plan from that
particular company. For example, Cellular One customers can
send up to 25 160-character TMs at a time using the online
TMI while non-customers can send 12.
A company TMI assumes that you wish to send a TM to
a subscriber from that company. If however, the provider is
not known, other text messaging software or third-part websites
(e.g. Smseverywhere.com) can be used to send TMs to wireless
phone subscribers. Some of these interfaces will not break up
messages into smaller SMS/TM that are within the provider
limit, but rather, the subscriber will simply receive a truncated
message. For other software/website interfaces, longer
messages will be split into an appropriate number of smaller
sized SMS/TMs and then delivered accordingly. In this case,
messages should be at most 140 characters (or 120 characters-
if a national probability sample from all providers is required)
in order to reduce respondent burden in terms of expected
expense.
All of the 11 major carriers we described in Table 1
offer the possibility to use their website to send TMs to their
customers for free. Table 2 delineates the principal
characteristics and options for each company, including the
maximum number of characters possible per sent TM. As
shown in the previous Table 1, there are some differences
among the companies. For example few TMIs offer the option
to track the status of the TM delivery and few allow receiving
an email confirmation of such delivery.
Table 1: Text Messages Capabilities and Fees for the Top Ten Mobile Companies in the U.S
.
Company TM Capability Cost to send/receive per message Cheapest bundle text plan / month Max #
of chars
Verizon Yes- Included in every plan
2 cents to receive
2 cents for receiving/10 cents sending $2.99/100 messages Send/Receive 160
Cingular No, activate text messaging
capability; Plan dependent
10 cents Sending/Receiving $2.99/100 messages Send/Receive 160
AT&T Wireless Yes
Free
Free receiving/10 cents sending $1.99 for sending 25 messages 160
Sprint PCS No, activate text messaging
capability
10 cents Sending/Receiving $5.00/ 100 messages Send/Receive 160
Nextel Yes-Included in every plan 15 cents to receive or (10 cents to
send/receive with two-way messaging)
$5.00/300 messages 140
(500)
T-Mobile Yes-Included in every plan 5 cents Sending/Receiving $2.99 /300 messages Send/Receive 140
Alltel No, activate for $6.95 per month Free receiving $6.95 to send 300 messages 160
Us Cellular Yes, included in every plan 10 cents sending $2.95/50 messages 150
Cellular one 50 incoming messages included
with each plan and 5 cents thereafter
5 cents receiving, 10 cents sending $3.99/200 messages 160
Cricket No, activate for $4.99 Once activated, unlimited
sending/receiving
N. A. 160
Qwest Wireless No, activate for $5.95 Once activated, unlimited
sending/receiving
N. A. 160
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The majority of providers do allow the use of email to send
messages in the form of “number@company designated site.”
For some TMIs it is possible to create a login and password
and access a personal area (for customers only) where an
address book can be stored together with a log of the messages
sent. Generally the user can reply to that message if a phone
number is entered by the sender, and in some cases the reply
can be sent to an email address.
2.3: Text Messaging Pathways using TMI:
Once you have accessed the TMI to send a TM, one of several
possible events should occur. Since the possible pathways for
sending a TM from one phone to another would be a function
of their interoperability, we will focus on possible events that
may occur when a TM is sent from the carrier’s TMI to one of
its subscribers. For an example of what happens when one
sends a message using a mobile phone rather than a TMI,
consider the service provided by Cellular One. In this case the
subscriber must be in the “digital footprint” of service in order
to send a message to either a T-Mobile, Verizon, Sprint,
Cingular, Alltel and Dobson or U.S. Cellular subscriber. The
phone unit will continue to attempt to deliver/send the TM for
up to 72 hours compared to 24 hours for messages sent using
the TMI, which does not require a digital footprint, only a
Cellular One number. A study by Keynote System done in
December 2003 in New York, Dallas, and Seattle, showed that
out of 25,000 SMS sent between various carriers such as
AT&T Wireless, Cingular, Nextel, Verizon, and T-Mobile, 5%
were never received and 7.5% were not received within 120
seconds (Sterlin, 2003).
Once a TM is sent from the TMI, the message may end up
being lost in the network. Although some providers will
attempt to deliver the message for up to seven days, some
messages may be lost in the network due to a working number
that is out of area, a phone that is not turned on during the
delivery period. The message may not be delivered or returned
if the recipient subscriber has a phone without text messaging
capabilities or if the recipient has a phone with text capabilities
but TMs can be outside the contract (i.e. the subscriber has not
elected these options). Lastly, is it possible that a mobile phone
was ported to a landline number due to the recent number
portability option (FCC, 2003) , thus impeding the reception of
the message. It may be possible for the TM to be delivered to
a number ported to another wireless provider, but since the
message has been sent under the assumption of a valid
subscriber for the particular carrier, the message may actually
be lost in the network or become undeliverable. Certainly, if
the number has been ported from a wireless phone to a landline
phone the TM will not be delivered (a special case of the
phone that does not have text capabilities).
Once the message reaches the mobile phone, three
outcomes are possible: the respondent reads it, the respondent
does not read it voluntarily or inadvertently, even though s/he
know how, or the respondent does not read it because s/he
does not know how to read a message on his/her mobile
phone. At the present time we do not have numbers to attach to
each of these possibilities, but we hope to have clarified what
may happen as a message attempts to reach its intended
recipient.
3. Wireless Web as a tool for Survey Research involving
U.S. Wireless Subscribers
In Europe, TMs have been used not only to invite people to
participate in a survey, but also to poll subscribers directly via
embedding quesitons within the body of the TM. In particular,
“SMS Surveys” are precisely those surveys sent as TMs from
research organizations. The body of the message contains a
few short questions and respondents can reply to the message
by including their response options. For a methodological
Table 2: Basic Characteristics of Text Messaging Website Interface for Major Providers
Company Tracking /
Delivery
confirmati
on
Email to
text
message
Other Max #
of char
1
Verizon Yes/Yes Yes Receiver can reply to a cell phone number or email address 160
Cingular No/No Yes 160
2
AT&T wireless No/No Yes User must agree to terms and conditions of the service
Digital PCS phones have lower max. # of char. they can receive without truncation
(i.e. 110)
160
110
Sprint PCS Yes No 160
Nextel Yes/Yes Yes Subscribers with reply capabilities have a larger per message limit (i.e. 500
characters).
140
2
500
T-Mobile No/No Yes User must agree to terms and conditions of the service No TMs to prepaid plans 140
2
Alltel Yes/No Yes Website alerts if the receivers cannot receive the TM 160
Us Cellular No/No Yes User must agree to terms and conditions of the service 150
2
Cellular one No/No Yes Cellular One subscribers can use the web interface to send up to 25 160-char.
messages at a time (non-subscribers are limited to 12 such messages at a time).
160
Cricket No/No No 143
Qwest Wireless Yes/Yes No User must agree to terms and conditions of the service . It is possible to set priority:
high, normal
175
1 Max number of characters in the message, excluding the fields: from and subject.
2 The field from is mandatory, so the resulting number of characters is the maximum minus the size of the from and in some cases the subject field[s].
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experiment on the number of questions for SMS surveys see
(Cooke, Nielsen, & Strong, 2003). Using this strategy
(Widman & Vogelius, 2002) measured daily newspaper
readership in Norway and (Down & Duke, 2003) measured
bank customer satisfaction and attitudes for measles mumps
rubella vaccination in UK.
Mobile telephones may also be used to access surveys
on the World Wide Web. In one possible application, a user
could be sent a text message specifying the web address of the
survey. Eventually the website could be browsed on the screen
of the mobile phone using the phone’s internet capabilities.
Within the U.S., such technology is still being optimized for
mass consumption. The types of capabilities along with the
level of services provided do vary by Wireless Provider as
illustrated below in Table 3. We see the mobile phones with
wireless web capabilities as a bridge between Internet surveys
and traditional telephone surveys. More research will be
needed in order to understand how people use and respond to
mobile phone wireless web interfaces in the survey setting.
4. Nextel Text Messaging Study
Nextel subscribers have been identified as the target
population for a study on the use of text messaging as a
primary method of contacting wireless subscribers and inviting
them to participate in a short 20 question survey regarding the
use of cellular phones. A probability sample of 898 Nextel
subscribers was selected using a Telecordia file sorted by
working cell phone area-code, prefix and 1000-block
combinations. The distribution of the sample of numbers by
Census Region was 18.96% Midwestern, 22.10%
Northeastern, 25.24% Western and 33.70% Southern.
This distribution was not identical to the distribution of all Nextel
Numbers but well within the bounds of expectation considering
the sampling variability one will encounter by using selecting a
sample size of 898 from the total number of thousand-blocks
allotted to Nextel [over 20,856].
An attempt was made over a period of four to six weeks to
deliver up to four TMs inviting the selected sampling unit to
participate in a survey. In the body of the message we included a
toll-free (800) number that the subscriber could use to contact the
survey research center to complete the survey or decline
participation. The first such TM was not as detailed as the
remaining three messages in that it did not include a schedule of
the research center fielding returned calls. Attempts to send text
messages were initiated on various times and days of the week,
with the first such message sent out on a Saturday since calling is
often free using weekend minutes. Because our main outcome of
interest was the usefulness of text messaging as a means to make
contact, we focused on the contact rate for the study, rather than
the survey response rate. We expected a contact rate of
approximately 5% using this protocol based on prior experience
with cellular surveys (Steeh, 2004).
The Nextel website Text Messaging Interface (NTMI)
was used to send each TM and this site provided an instant status
of the TM, but variation in network resources made this status
less reliable from one attempt to the next. In addition to the
instant status, an email delivery confirmation was requested for
every attempt and this confirmation (that resulted in the efforts of
Nextel to deliver the message for a period up to 7 days) was
deemed the final outcome of any particular text messaging
attempt. Numbers with two undeliverable email confirmations
Table 3: Mobile Phone Internet Capabilities By Company
Company Type of technology/
Name for customers
Capabilities
1
Costs
2
Lowest monthly plan
Verizon WAP /Mobile web by MSN called
VzW
Reading Hotmail, send a instant message with MSN
Messenger and browsing wap enabled websites
4.99 plus airtime (minutes
deducted from the plan)
Cingular WAP GPRS/WAP
Cingular Media Wireless Internet
Reading email, browsing wap enabled websites 3.99 plus airtime or 6.99 for 1
MB (no airtime)
AT&T wireless WAP GPRS/WAP / Mmode Reading AOL, Yahoo!, Earthlink, Mindspring,
NetZero, Prodigy or sprynet email account . Sending
instant message using AOL instant messenger or
Yahoo! Messenger Browsing wap enabled websites
2.99 plus 2¢ per Kb
Sprint PCS WAP ? / PCS Vision Accessing email
Browsing up to 95 predetermined websites
Sprint PCS Vision packages for
15$ including unlimited web
access
Nextel Java 2 Micro Edition Nextel Online
Web
Accessing email,
Sending instant message using AOL instant
messenger. Browse up to 80 predetermined websites
3.50 Unlimited web access
T-Mobile WAP GPRS/WAP
T-zones mobile Web
Accessing email, sending instant message using AOL
instant messenger, browsing wap enabled websites
4.99 unlimited web access
Alltel WAP/Mobile Web Service Axcess Accessing email, browsing wap enabled websites 5.95 plus airtime
Us Cellular WAP / Easyedge Accessing email, browsing wap enabled websites 1¢ per Kb or 5.95 per 2 MB
Cellular-One WAP? / Hello 2 Web Accessing email, browsing websites 7.99 including 250 airtime min
Cricket Not possible - -
Qwest Wireless ? / BrowseNow Accessing email. Only text browsing, no images 9.99 unlimited web access
1
The microbrowser in the WAP-enabled phones can only access sites that are in WML (Wireless Markup Language) format. If you enter an HTML address not WAP
compatible, you will receive an error message.
2
Kilobyte estimate when browsing the web: check weather, 8 kb; check top news/read an article, 10 kb; send an email (10 5-character words) 4 Kb.
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were deemed not working. In our study, 40% of the numbers were
deemed “nonworking” and the overall “delivery hit rate” was
computed to be 57.9% (at least one email confirming delivery).The
overall contact rate for was 3.823% which was not significantly
different from the hypothesized value of 5% (p-value=.2286).
The
overall final disposition of the Nextel sample is given below in
Figure 1.
Figure 1:
Distribution of the Final Disposition by Reply
Capability Status at the onset of the study period (total sample
size=828).
An interesting characteristic of the sample was that 9.1%
of numbers were reported by the TMI to have reply
capabilities (i.e. two-way text messaging capabilities) (RC) at
the time we initiated the text messaging. This proportion
increased significantly to 15% at the end of the study
(McNemar’s test z=6.096, p-value<.0001) even though 7 of the
original reply capable numbers had lost this status.
Incidentally, the distribution of wireless numbers across
census region was not significantly different for those numbers
that had reply capability at either end of the study compared to
those phones that did not (i.e. region was not associated with
the advanced capability). The RC status of the phone number
was an auxiliary variable that was available form the TMI and
since this status is an elected option from Nextel, it should
indicate some type of working status. The distribution of the
final disposition varies significantly between those numbers
that had reply capability before the study and those that did not
(χ
2
(4)= 226.258, p-value<.0001); see Figure 2.
The proportion of numbers classified as pending is greater
among those numbers with RC category compared to those
without this capability. However, the distribution of the
number of “Sent” messages given by the TMI at the time the
TM was sent was not as positively skewed for reply capable
numbers compared to those without this capability (not
shown). The differences in these values by type of RC are
displayed in Table 4. We note that the second through fourth
columns form a numeric partition of the first column.
Figure 2. Distribution of the Final Disposition by RC Status at the Onset of the Study Period (Total Sample Size=828).
Table 4. Sample Characteristics for Mobile Phone Numbers that either had no RC, Retained RC or Who Added RC .
Grouping Number of text
messages sent
Number of email
delivery confirms
Number of email
undeliverable
confirms
Number of
pending messages
Number of sent
confirms from
Website
No RC (688)
Mean
St. Dev.
3.367
1.246
2.132
1.951
0.888
0.978
0.350
1.218
0.163
0.521
Retained RC (68)
Mean
St Dev.
5.029
1.795
0.926
1.201
0.412
0.815
3.691
2.627
4.235
2.468
Added RC (55)
Mean
St Dev.
3.927
1.412
2.018
1.748
0.745
0.907
1.164
2.025
1.364
2.094
Total (828)
Mean
St Dev.
3.546
1.391
2.027
1.909
0.835
0.969
0.687
1.719
0.595
1.532
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5. For the Future
.
While one advantage of the text messaging/cell phone survey
approach is that you reach the final sampling unit, sending
only TMs and using the current results from company websites
may result in classifying numbers incorrectly. Later email
confirmation is essential. In addition, if numbers are
reassigned over short time spans, it may be possible that the
number of distinct subscribers who read the message exceeded
the number of distinct wireless numbers we were using in our
sample. We do not have data on how long a particular
subscriber has been using the wireless number used to contact
them. As companies respond to the number pooling
regulations imposed by NANPA we may expect faster
recycling of wireless numbers. Number portability will also
have implications in tracking, composing and delivery of
messages.
Nextel was selected as the primary source for wireless
numbers primarily because text messaging is available to all
their subscribers and because the advanced Nextel TMI
provided email confirmations. Using other providers may
make difficult the interpretation of non-deliverability since
some companies (including Verizon and Cingular) provide
ambiguous undeliverable messages for some subscribers who
simply do not have the ability to receive TMs. Many wireless
providers are currently in the process of developing and
improving text messaging options for their subscribers. For
example, in a recent phone conversation (January, 2004) with a
representative of Verizon Wireless, it was revealed that
Verizon just completed a round of upgrades to their processing
algorithms for text messaging interfaces and delivery systems.
We believe that as the capabilities of text messaging and
TMI’s advance, the generalizability of the usefulness of the
results of this study may extend to a text messaging experience
from not only Nextel but other companies as well. The future
use of text messaging in the survey sampling context is sure to
be influenced by legislation/regulations on SPAM,
technological advancements and our understanding of the full
spectrum of communication using mobile devices.
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