How do I set up receiving applications from the website via SMS?

QForm allows you to collect requests from the website and respond promptly to them. With the built-in integration, you can connect SMS notifications via SigmaSMS or another service and immediately find out about new requests.

Preparation: what is needed for integration

Before you start, make sure that you have a SigmaSMS account and access to your QForm personal account. In the future, you will need to create a SigmaSMS token and connect it to the required space in QForm through the Modules and Integrations section. Additionally, no actions with the QForm API are required – everything is configured through the interface.

Enabling the SigmaSMS service

To have requests from the site automatically sent in SMS, connect QForm with the messaging service. One of the easiest ways to connect SigmaSMS.

First, create a token in your SigmaSMS account. To do this, open the "Tokens" section in your account settings, come up with a name and click "Create". Copy the received key, it will be used for authorization.

Now go back to your QForm account. Go to the "Spaces and Sites" section, click the ⠇ icon next to the desired space and select "Settings". In the window that opens, go to the "Modules and Integrations" tab and select the "SigmaSMS" section.

Specify here:

  • The name of the token is arbitrary (for example, "SigmaSms_test"), it will be displayed in the list of connections.
  • The SigmaSMS token is the key that you copied into your SigmaSMS account.

After saving, the card of the connected account will appear. This means that QForm and SigmaSMS are linked, and you can configure sending notifications.

Setting up SMS sending for applications

After enabling SigmaSMS, you need to specify in which cases messages will be sent and to whom exactly.

You can set two types of notifications in the QForm integration settings:

  • for users (for example, for the client to receive confirmation that his application has been submitted);
  • for internal employees (so that managers immediately know about new requests).

To do this, select which field of the form will be used for the phone number (most often this is the "Phone" field), and configure the text of the message. You can insert data from the request into the template: the customer's name, date, order number, and other parameters.

This way, each new application is automatically converted into an SMS notification - both clients and the team always stay informed.

Internal SMS notifications for the team

In addition to notifications for customers, you can set up internal SMS messages for employees in QForm. This is useful if it is important to respond immediately to new requests or to remind you of those that remain unanswered for a long time.

To enable this feature:

  1. Make sure that the SigmaSMS integration is already connected to the space.
  2. Log in to your QForm personal account, open the list of forms and click the ⠇ icon next to the required form. Select "Notifications".
  3. In the side menu, click "SigmaSMS Settings" (or the gear icon in the SigmaSMS block).
  4. Specify:
  • SigmaSMS account — select the previously connected one;
  • Sender — the sender's name from the SigmaSMS account;
  • Phone number for notifications — the number to which SMS messages will be sent.;
  • Form fields are the data to include in the message text.;
  • The condition for sending is under which application statuses to send the notification.

A preview of the text is immediately displayed on the right side of the window, which changes as you adjust it.

After saving, an active notification card will appear. It is important to keep in mind that each setting is performed for only one phone number. If you need multiple recipients, you will have to repeat the process.

Testing and verification of work

When the integration is set up, it is important to make sure that the SMS is actually coming. To do this, just follow a few simple steps.:

  1. Open the website with the form installed and submit a test application by filling in all the necessary fields.
  2. Make sure that the application appears in the QForm personal account in the Applications section.
  3. Make sure that the SMS has arrived at the specified number: the text of the message must match the template that you have set up.

If the notification did not arrive, check:

  • the correctness of the entered SigmaSMS token in the QForm settings;
  • so that the phone number field in the form is actually linked to the SMS notification settings.;
  • SigmaSMS account balance - sometimes the problem is that the account has run out of funds.

Only after successful verification can the integration be considered completed and safely used in work.

Conclusion

With the built-in integration of QForm and SigmaSMS, you can easily receive SMS notifications about new applications from the website. All configuration is done through the interface: create a token in SigmaSMS, connect it to the desired space in QForm, set the numbers and conditions for sending notifications, and then check the operation.

This solution helps the business not to miss potential customers: even if the manager is not in the office or without access to mail, SMS will instantly remind you of a new application. This is especially important in areas where the reaction speed determines whether the client chooses you.

Use QForm to flexibly manage the flow of applications, and connecting SMS notifications via SigmaSMS will make this process as fast and reliable as possible.

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