The Send Formli as SMS Action enables you to automatically send text messages to follow up with responders (or notify yourself of a new submission) upon the completion of a Formli or after a payment has been made.
The main components of this process are:
In this example, we'll be using a lead capture form to trigger a text to get their address so they can receive a free pair of boots. There will be 2 Formli:
The main lead capture Formli (trigger Formli)
<aside> 👉 This guide assumes you already have the first Formli created. If you are desiring to send responders an SMS upon completion, you will need to have a phone number field in the trigger Formli.
</aside>
The follow-up text Formli (action)
<aside> 👉 This guide assumes you have a phone number already generated for your account. If you need help with that, click here
</aside>
From your Formli Detail page, click on the ...
button and then select the dropdown option Automations
.
Click the + Add A New Event
button.
In the New Event drop down, select Formli Completion
.
Click Save
(will see a green bar confirming save on next page)
Now that we have the event set up, let's make the SMS Formli.
Create a new Formli and give it a new title. In our example we're naming it "Boots Text Autoresponder".