MANUAL
Forms Management System: www.formdesk.com
 
 
 

SMS messages upon submission
 
You can have Formdesk send various SMS messages after somebody has completed the form. This can be a message to the person who completed the form, to yourself or to other telephone number, which you can specify. You are free to determine the contents of the message. You may use the answers given on the form in the message.


This document deals with the following components:
 
Try out the additional feature
Message types
Getting started
Moment of sending
Setup an SMS provider
 

Try out the additional feature
The SMS message upon form submission together with the Group SMS and SMS verification completes the SMS feature.
This means that it can be purchased with standard subscriptions while it is included with business subscriptions. You will also need SMS credits which you can buy at an SMS provider.

Try it first: Before you purchase the feature or buy SMS credits you have the option to try out the feature first. You have 10 SMS credits free of charge.
 
 

Message types
Formdesk makes a distinction between various types of messages. The messages with their specific characteristics are described below.
 
Autoresponder
You can have Formdesk sent an SMS message to a telephone number that is filled in on the form. This is usually the telephone number of the person who completed the form. You can use this message, for example, to thank this person.
To be able to use this functionality it is required to ask for a country code and a phone number in your form on which SMS messages can be received. If your all your users are from the same country you can set the country code to a fixed country code (Default value) and hide the quetions (section Extra).
 
Notification message
Each time a form is sent, you have the option to be notified by an SMS message. It is possible to use multiple telephone numbers to which the SMS message is sent.
 

Getting started
On the ‘Settings’ tab sheet, while editing your form, you will find the ‘Email / SMS' option on the left part of the screen. This will show the messages overview.
On the left of each message you will find a menu button that opens the menu. All actions described below start from the message overview.
  • Creating a new message
  • You start a 'blank' message by clicking on the 'Create new message' button at the bottom of the page. You can also make a copy of an existing message. You find the ‘Copy message’ option in the message menu. After that choose the SMS option.
 
  • Editing an existing message
  • You will find the ‘Edit message’ option in the message menu. After the choice has been made, the 'edit message' page is displayed. You can click on the message.
 
  • Deleting a message
  • You can delete a message in the message menu concerned. Deleted messages cannot be restored. If you wish to stop sending a message (temporarily), then you should deactivate the message rather than delete it.
 

Moment of sending
The SMS messages are sent each time the form is sent. There are three exceptions to this rule:
  1. You have a workflow message where the completed form does not meet the sending criteria that you have specified;
  2. You have activated the 'Email verification' setting. The messages are sent as soon as the person completing the form verifies the e-mail address specified;
  3. You have activated the 'SMS verification' setting. The messages are sent as soon as the person completing the form verifies the telephone number specified;
  4. You have activated the 'Visitor must confirm entries' setting. The messages are sent as soon as the person completing the form confirms the form entries.
If you edit and send the form from the results overview, the SMS messages will not automatically be sent anew.
 

Setup an SMS provider
If you decide to use the SMS add on, you will need to choose an SMS provider and connect it to your Formdesk account. To do so, go to your forms summary and click on the button ‘Account data’ followed by the ‘SMS’ tab.