After a form is submitted, it is often necessary to send automated responses, confirmations, or notifications to the user or internal teams. Creating personalized SMS responses from scratch every time can be tedious and error-prone.
NeetoForm's SMS Templates feature solves this problem by allowing you to create multiple predefined SMS templates tailored to each form. These templates can be customized to include specific details from the form submissions, such as the user's name or submission date, ensuring timely and relevant communication without manual intervention.
Whether you need to send a confirmation SMS to the form submitter, notify a team member, or simply follow up on submissions, reusable templates make this process much more efficient.
How to Use the SMS Templates Feature
Here are the steps to set up and manage your SMS templates:
In the NeetoForm dashboard, navigate to the top menu and click on Configure. Under Message Templates choose SMS Templates. This will take you to the management page where you can view all the existing templates.
To create a new template, click on the Add New SMS Template button. You can define the Body of the SMS. The body can include placeholders for dynamic fields such as the user's phone number or any specific form field data. Once satisfied, click Save changes to store your new template.
If you need to modify an existing template, simply select it from the list and click Edit. Make the necessary changes to the subject or body of the email and save your updates.
You can mark templates as Active or Inactive depending on whether you want them available for use. This is useful when you have seasonal or temporary templates that don’t need to be in constant use. If a template is no longer needed, you can easily remove it by selecting the delete option.
Dynamic variables
SMS templates can contain dynamic content. Specific values from submissions automatically populate relevant field information when sending templated SMS ensuring that the content remains tailored and personalized to the recipient. This is done by using the dynamic variables feature while writing the SMS.
