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Contacting the customers by SMS

In many parts of the world SMS is still the most popular form of communication with customers, and sending the results of forms by SMS to their mobiles is very important and would be a plus.


In many parts of the world SMS is still the most popular form of communication with customers, and sending the results of forms by SMS to their mobiles is very important and would be a plus.

Our add-on does not send SMS on its own. However, the Platinum version of the CFF includes the "Twilio" add-on. This add-on allows integrating the forms with the Twilio service for sending the SMS with the forms' submission. Throughout this publication, I will describe how to integrate Twilio with the forms.

The first step in the process would be to enable the "Twilio" add-on. Go to the settings page of the plugin through the menu option: "Calculated Fields Form", tick the "CFF - Twilio" checkbox, and press the "Activate/Deactivate Addons" button.

Enabling add-on

Once the add-on has been enabled, it includes a new section in the form's settings titled "CFF - Twilio" to configure the integration between the form and Twilio.

Settings

The Twilio integration includes three sections.

The main section for general settings with the attributes:

  • Twilio enabled: allows enabling/disabling the integration between the form and Twilio.
  • Account SID: The Account SID is copied from Twilio.
  • Authentication Token: The Authentication Token is copied from Twilio.
  • From Phone Number: Mobile number from Twilio.

Twilio Settings

The notification section for sending the SMS to a specific mobile number. This section includes the attributes:

  • To Phone Number: Enter a complete mobile number, including the country code.
  • Message: The SMS text. The SMS text can include the special tags supported by the notification emails and thank you pages.

Finally, the "copy to the users" section for sending the SMS to the mobile number collected by the form and entered by the users. The attributes are:

  • The phone fields: Enter the names of fields in the form for collecting the mobile numbers: fieldname# (Ex. fieldname1). It is possible to enter multiple fields' names separated by comma symbols.
  • Message: The SMS text. The SMS text can include the special tags supported by the notification emails and thank you pages.