SMS Data Destination

Available on all tiers:

Contents

• SMS Data Destination
  • About
  • SMS Configuration
  • Testing and Troubleshooting Data Destinations

About

The SMS Data Destination A Data Destination specifies where to send data from a submitted form. You can use Data Destinations to automate data sharing and storage, routing data to a specific service (such as email or cloud storage) in several different formats. can automatically send a text message to provided phone numbers when a form is submitted. These can be pre-set phone numbers that receive a notification every time a form is submitted, or they can be manually chosen/entered in a form. The notifications sent can also be pre-set, static messages, or they can be dynamically generated based on the data submitted -- for example, including answers such as a customer name.

This data destination can be useful for sharing data between company users, and can instantly provide brief updates on clients or projects to users at various locations across multiple devices. It can also be used to provide notifications to customers.

Tip for mobile users:

• SMS notifications from TrueContext are always sent from the same phone number. The number depends on the receiver’s location:
  • UK—+447897037334
  • Other countries—+16136998979
• Try saving this number in your device's “Contacts” as “TrueContext Notification Service” or something similar to more easily manage your notifications.

Note:There is a limit of 50 messages per month per team. If your SMS needs exceed this limit, please contact support@truecontext.com to discuss an alternative solution.

To set up a destination, follow the instructions here: Creating and Managing Data Destinations

Data destinations automatically back up data collected in the field. They reduce the need to visit the web portal by making submitted forms available through the services you already use. Different documents can also be sent to different services with a single form submission. Read here for more information on data destinations.

Note:Verify whether a Data Destination meets your compliance requirements before you configure the destination. Customers who must maintain HIPAA compliance should not use an SMS Data Destination.

SMS Configuration

SMS Message

This is the message that will be sent to recipients. Use the Data Reference Expression Language to insert answers from your forms. For example, entering "A %f has been completed for %a[CustomerName]." could send a notification like "A General Inspection Form has been completed for Company ABC."

Recipients

• Send SMS to the Data Record Submitter is selected by default; this will send an SMS to the submitter's phone number as configured in their TrueContext account.
• Send SMS to users with “Data Record Submission Listener” checked in the Data Record Submitter's groups: This will send a notification via SMS to any user with this permission configured for this formspace. Read more about Administrative Permissions here.

Groups to Include

Select specific groups to receive notifications. All members of the selected group will receive notifications at the phone number linked to their TrueContext account.

Other Phone Numbers to Include

Enter the phone number of any additional recipients who should receive a notification for every form submission processed by the destination. 

Form Labels to Extract

This option is used to select a phone number type question on the form, then send a notification to the phone number provided as the answer. This is typically used for a customer phone number, as they may be one-time recipients.

• Locate a Phone number type question in the Form Builder The Form Builder is the tool that form designers use to create forms. In the Form Builder, accessed from the TrueContext Web Portal, form designers can add and edit pages, sections, and questions, as well as attach data destinations and configure the form's settings. and find the unique ID (as seen below).

  

• Enter the Unique ID in the Question Labels box.

What countries can SMS messages be sent to?

TrueContext supports SMS messaging to the following countries and regions:

• Canada (+1)

• United States (+1)

• Guernsey/Jersey (+44)

• Portugal (+351)

• United Kingdom (+44)

• Isle of Man (+44)

• Chile (+56)

• Australia/Cocos/Christmas Island (+61)

TrueContext can support additional countries by request. If you need to send SMS messages to a country that isn’t listed, contact TrueContext support (support@truecontext.com).

Testing and Troubleshooting Data Destinations

Data destinations should be configured and tested carefully before using them in production. This is key to ensuring that TrueContext data is received correctly. Please consult the recommendations for testing and troubleshooting data destinations.