How to Receive a Notification When a Form is Completed

Recieving a Notification When a Form is Completed

Get SMS or email notifications when a form is completed

🔔 SMS Notifications

1. Log into your Dashboard
2. Click your name (or avatar) in the bottom left sidebar to expand your User Settings
3. Click on Notifications
4. Toggle on SMS Notifications
5. Input a number capable of receiving SMS texts and press the ✅ button to save
6. Optional: press the +Add SMS Number button to add additional SMS number(s)
7. Then, scroll down below Notification Events and enable Form Submissions

When enabled, you\'ll receive SMS notifications when a caller completes a form.

📧 Email Notifications

1. Log into your Dashboard
2. Click your name (or avatar) in the bottom left sidebar to expand your User Settings
3. Click on Notifications
4. Toggle on Email Notifications
5. Input an email address and press the ✅ button to save
6. Optional: press the +Add Email button to add additional email address(es)
7. Then, scroll down below Notification Events and enable Form Submissions

When enabled, you\'ll receive email notifications when a caller completes a form.

💬 How to Configure Form Link Triggers

1. Click Expand Form Link Trigger Settings
2. Enter your keywords in the Caller Keywords box:
• Separate each keyword with a comma
• Include related keywords (e.g., “price”, “pricing”, “cost”)
• Suggested related keywords may auto-populate as you type
• Use the Keyword Sensitivity dropdown to set how strictly Sloane should interpret your keyword rules

⛰ How to Add Questions to Your Form

1. Click Expand Questions
2. Click Add Form Question
3. Enter the the first question in the Question input box
4. Under Answer Format, select the format of the expected answer
5. Under Input Type, select the input type for tge expected answer
6. Under Placeholder Text, type the placeholder text you want to display in the form's input box
7. Check the Required Field checkbox if you want the question to be non-optional (caller must answer before proceeding)
8. In the Text Content box, type out exactly what you want your text message to say
9. Callers will receive exactly what you write in the Text Content box, so it's important something that is clear and concise
10. Click the green Save button to save the question
11. Repeat this process for every additional question you wish to include in the form

🎩 How to See Your Published Form

1. Click Expand Sharing & Testing
2. Copy the URL and paste it in a web browser
3. Sloane will send this URL to callers based on the keyword triggers you configured

🧪 How to Test Sending the Form Link

1. Click Expand Sharing & Testing
2. Enter your number (capable of receiving SMS texts) in the Send Test Text To input and click the Send Test Text button