Frequently Asked Question

Twilio - Add ability to text form to individual
Last Updated 10 months ago

Please keep in mind that fillable PDF's do not send via text.  However, the collected information can be sent to a person.

CLICK HERE TO WATCH A VIDEO OF THIS PROCESS

STEP 1 - Log in to ApexForms, click "Forms" and click "Edit" on the form you'd like to edit

STEP 2 - On the main form, click "Advanced" on the right hand side. Click "Phone Number" to add a field that collects the phone number. Click Save.

STEP 3 - Click "Twilio" near the top of the screen

STEP 4 - Click "Add New"

STEP 5 - Name the notification. Select a "FROM" phone number (your agency has one that they normally use.  It will be the one with your area code)

STEP 6 - Click the drop down for "To Number".  Select "Phone" or whatever you named that phone field

STEP 7 - Click the {..} icon next to "Message".  Select "All Form Fields"

STEP 8 - Click "Save Settings"

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