How to set up SMS notification?
Learn how to send SMS confirmations and alerts to respondents, your team or other recipients after a form submission.
When someone submits a form, the next message can be just as important as the submission itself. With Porsline’s online form builder, SMS Notifications can confirm a response, alert your team or deliver relevant information to the right recipient.
This video shows how SMS Notifications work and how you can control who receives each message and under what conditions.
What You Will Learn
- Send an SMS to the form creator, respondent or both.
- Choose between Porsline’s sender and your own SMS provider.
- Define respondent numbers through a phone field, SMS Authentication or Custom Variables.
- Use filters to send SMS messages only when selected conditions are met.
- Send confirmation messages or relevant response information after submission.
When using Porsline’s SMS gateway, you select from predefined message templates. Connecting your own SMS provider gives you more control over the message content.
When SMS Notifications Are Useful
SMS Notifications are useful when a response should trigger communication without requiring someone to monitor the Results Table. They can support both respondent confirmations and internal follow-up workflows.
Follow Up on Important Customer Feedback
In customer experience surveys, a team may want to know when a customer gives a low rating or submits a complaint. A filter can trigger an SMS for selected responses while the respondent receives confirmation that their feedback was recorded.
Confirm an Online Test Submission
After completing an assessment with Porsline’s online quiz maker, a participant may need confirmation that the submission was received. An SMS notification can provide that acknowledgement without requiring them to return to the form.
Before using SMS Notifications in a live workflow, test the recipient number, sender method, message content and any filters you have defined.
Test one SMS notification from submission to delivery before launch.
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