The SMS Text Destination allows you to send data from your forms in text format to various different phone numbers. Multiple SMS Text Destinations can be added to a form and multiple phone numbers can be included in each SMS Text Destination.
To set up this destination, go to your Forms page and locate your form. Then, click the settings icon to view the menu and select Destinations. On the following page, click New Destination.
Note: By default, two destinations are added every form created.
Note: Depending on the subscription package you have, your available destination options will vary.
A new page will load and on it you will see different Destinations to send your data. In this example, SMS has been selected. After selecting the Destination, choose the Plain text format.
In Step 3, you can specify that images, signatures and sketches are sent to a different service other than Device Magic. See this help article for more information.
Step 4 provides the option to add a Description to your destination. You can also set your destination to be active or inactive here. When the Active box is unchecked, the destination will not deliver submitted data.
Next, you will see the Plain Text Options. Open this section by clicking Show Options and check the box that says Customize the text if you would like to change the Device Magic default text and enter in a custom message.
You can also include placeholders for questions in your form in the body of the text. By clicking on the blue button that says Show me my placeholders, you will see all the placeholders applicable to your form.
At the bottom you can choose to have the template rendered in HTML.
Beneath that section, there is the SMS Options section. Here is where you add the phone number(s) where you want your submission data sent. You can type in a phone number (starting with the country code) or you can choose to have the SMS text sent to a phone number specified by an answer in the form, as long as you have a phone number or free text field in your form.
Note: Phone numbers specified by an answer in the form must also be in the correct format of + followed by country code. For example: +44123456789.
In Step 7, you have the option to create Destination Rules for when you want the Destination to be active. To learn more Destination Rules, visit this article.
Lastly, click the Create Destination button at the bottom of the page.
Every organization (with access to SMS destinations) has a set number of credits available for use each month. SMS credits are used in 3 places:
SMS destination - each phone number successfully messaged takes 1 credit
Device Invites - each phone number sent a device invitation takes 1 credit
Two Factor Authentication - One Time Passwords (OTP) using SMS for Two Factor Authentication use 1 credit each time a OTP is sent.
If you run out of credits in a given month, you will receive an error message when trying to perform an action requiring an SMS message. Additional credits can be purchased if your usage is greater than the limit included with your plan. For any questions, please reach out at firstname.lastname@example.org.
Other Useful Articles:
If you have any questions or comments feel free to send us a message at email@example.com.