Looking to send an automatic text message after a responder completes another Formli?

How it works

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:

1. Create a Formli completion event in your trigger Formli ****
2. Create the Formli to send as a text message
3. Set up the Send SMS Action

Setup Guide

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:

1. 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>

2. 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>

Step 1 - Create an "Formli Completion" event in your trigger Formli

1. From your Formli Detail page, click on the ... button and then select the dropdown option Automations.

   

2. Click the + Add A New Event button.

   

3. In the New Event drop down, select Formli Completion.

   

4. 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.

Step 2 - Create the Formli that you will send as a text message

1. Create a new Formli and give it a new title. In our example we're naming it "Boots Text Autoresponder".