How to Setup SMS Notifications

How to Enable SMS Lead Notifications

Your LeadForm has the ability to send leads straight to your mobile phone so you can respond from anywhere.

In this article, we'll show you how to setup SMS Lead Notifications.

Step 1: Go to Lead Delivery

Step 2: Enable SMS Notifications

  • In the Lead Delivery section scroll down to "SMS Notifications

  • Flip the switch to the "On Position"

Step 3: Add your mobile phone number

  • Input your mobile phone number into the field

  • Click Save

Phone Number Formatting Tips:

To add Multiple Phone Numbers

  • For each additional phone number that you'd like to add, simply click on the "+" icon and input the number

  • Remember to hit Save!

  • To remove a number, simply hit the minus icon and hit save

Step 4: Enable SMS at the Step Level

Now that you have SMS Notifications turned on, the final is to determine which steps/responses you want to receive in your text message. You can either choose to have all responses get sent to you or specific responses. To do this, you'll need to enable SMS Notifications at the step level.

  • Select the step(s) that you want to receive as an SMS notification

  • Scroll down to the "Include in SMS" switch

  • Flip the switch to the "On" position

  • Click Save

  • Repeat for any step that you want to include in your SMS lead notification

That's all there is to it! If you run into any issues feel free to reach out to support.

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