I need to send a pre-populated form with a subform via sms, I've hit snags with zoho forms and zoho creator.
So my customers are individuals. A LOT of them are not technically literate at all. Enough that this is an actual issue for me. I know it is strange that in 2023 people may not have email, but it happens a lot with some sub-populations such as the elderly or poor. I have a lot more customers who know how to text, rather than email.
My need is to create a form pre-populated with my CRM data for people to update, all their demographic data, a few open ended text boxes, and finally 2 subforms that I use in the sales process.
I first was doing this with zoho forms, but then i realized that only way to generate a pre-populated link was via a mail template -> form Link, i couldn't just use a url field alias with their zoho crm contact ID. Nor does it seem you can generate a form link via deluge.
Then i discovered zoho creator, and stateless forms. I created the form i wanted, then duplicated it and made it stateless. Used some deluge code to pull/push the data based on a url paramater for zoho contact id.... then as i'm finally testing it i realized that duplicating the creator form removed the subforms i needed because stateless forms don't support subforms...
Anyone have any other suggestions? And no zoho forms with all of my customer data filled out in url field aliases is not an acceptable solution due to their data being in plaintext in an email.
EDIT: To add one more note, i also thought about sending an email to a US carrier mms gateway like <phonenumber>@mms.att.net or <phone>@vzwpix.com. I have ATT and immediatly upon testing it, i discovered a problem. It strips the hyperlinke URL and just leaves the hyperlink text. So the hyperlink text is something like
https://forms.zohopublic.com/<org>/form/<formName>/forperma/<formUID>?crm_entitity_id=<contactRecordID>
However if you right click and copy hyperlink, that's not the actual URL, the actual url goes through zohoinsights for click tracking i assume, which is fine. The issue is if i use the hyperlink text, it doesn't pull the data from zoho and prefill the form. It only works if i use the embedded hyperlink url. And sending to the ATT MMS gateway strips the hyperlink url and only sends the hyperlink text.
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