SMS Notifications | Overview - Zoho Forms



If you do not want your respondents to miss out on important alerts and updates, you can choose to send SMS Notifications, as they have a greater chance of reading an SMS than an email which makes  SMS Notifications the most used mode of business communication today. SMS Notifications help in sending quick updates, such as order confirmation messages, service request updates, and status updates, to your form respondents, to yourself, or to a phone number of your choice.
SMS Received on placing order
Include the required important details in the message body, providing respondents with an easy channel to access any immediate information. You can also set up workflows to send SMS notifications when certain conditions are satisfied. 
Push Notifications - Overview

Supported SMS Gateways:
SMS Gate
  1. Twilio
  1. Clickatell
  1. SMS Magic
You can send an SMS notification using:
  1. SMS Notification templates for added or updated records
  2. Form Rules to send a message only when certain defined conditions are met

You can view the status of your message and plan your communication with the receivers effectively.

Watch a quick video about configuring SMS Notifications.

Setting up an SMS gateway connection

To send SMS notifications from Zoho Forms, you must configure an SMS gateway connection. 
Supported SMS Gateways:
SMS Gate
  1. Twilio
  1. Clickatell
  1. SMS Magic
To configure an SMS gateway connection,
  1. In the top-right corner, click the     icon to access the Control Panel.

    Control Panel icon

  2. Click SMS Gateways under Notification Settings and click Add New Connection.

    Control Panel - SMS Gateways
  3. Choose the service you want to integrate with from the following supported SMS gateways:


  1. Enter a  Connection Name.  This is for your reference to identify a connection if you are connecting multiple SMS gateways to Zoho Forms.
  2. Enter your Twilio Account SID and Auth Token credentials.
  3. Under Twilio Phone Number/ Sender ID, enter the phone number linked to your Twilio account. 
  4. Click Create

    Create New Twilio Connection

    Note: Twilio phone number/Sender ID can be acquired from your Twilio dashboard. You can customize your phone number and Sender ID by contacting Twilio. Learn more


  1. Enter a Connection Name.  This is for your reference to identify a connection if you are connecting multiple SMS gateways to Zoho Forms.
  2. Enter your Clickatell API key to authenticate your connection. Learn more about Clickatell API key.
  3. Click Create

    Create new Clickatell connection

SMS Magic

  1. Enter a Connection Name. This is for your reference to identify a connection if you are connecting multiple SMS gateways to Zoho Forms.
  2. Select the Server Region of your SMS Magic account that you selected when you signed up for SMS Magic.
  3. Enter your SMS Magic API key and Sender ID
  4. Click Create.

Note: Multiple Sender IDs can be configured and assigned to users, campaigns, and programs in SMS magic. Learn more

Setting up an SMS Template

Once you've configured an SMS gateway connection, follow the steps below to create your SMS template:
  1. In your form builder, click Settings > Email & Notifications, then click SMS

    Click Configure Now
  2. Choose whether to send an SMS notification when a new record is Added or an existing record is Updated.
  3. If you have not configured an SMS Gateway connection yet, click Configure Now and create a new connection.
  4. Once the gateway connection is configured, proceed to create a template.
  5. Choose a pre-configured connection or add a new connection. 

    Choose connection
  6. Enter recipient phone numbers with country code. You can also include a phone field from your form by clicking the icon to send the notification to the number filled by your respondent. 
  7. In the Message section, type your text message. To include values from a form submission, click the icon and choose the form fields. 

    SMS Notification template
  8. Click Save
Note: SMS notifications may not be delivered if a respondent enters a phone number without a country code or if the number is incorrect. 

Setting up conditional SMS workflows

Depending on your business use case, you can set conditional workflows to trigger SMS notifications. 
To set SMS workflows,
  1. Click Rules in your form builder and navigate to Form Rules.
  2. Click Configure and start defining your conditions to execute the workflow.
  3. Under Actions, choose Send SMS

    Form Rule configuration
  4. Configure an SMS Template for this workflow and click Save

    Configure SMS Template
  5. To configure more rules to trigger SMS notifications, click +Rule, and repeat from step 2.
Learn more about Form Rules.

SMS Status

An SMS notification might not get delivered to the intended respondent due to the following reasons:
  1. The respondent entered a phone number without a country code.
  1. The phone number is incorrect.
  1. Failure from the SMS service provider. 

To verify whether SMS notifications have been delivered to your respondents, 

  1. Navigate to All entries or Reports.
  2. Under the SMS Status column, you can check the status of SMS notifications. 
  3. For records where the SMS status is pending, you will see the status as  Message sent to. You can select those records and click Refresh SMS Status to check the current status. 

    All Entries - SMS Status

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Push Notifications

                                                                                            Table of Contents Overview Setting up Push Notifications Setting up conditional Push Notifications Overview If you would like to be notified instantly upon receiving form entries, so that you do not miss out on important updates such as leads ...
                                                                                          • Overview

                                                                                            Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders, discounts, vacation time, etc. To streamline the manual approval processes that you already have and ...
                                                                                          • Setting up SMS Notifications

                                                                                            Watch a quick video to understand how you can configure to send SMS Notifications on receiving form entries. Help Guide: ​Setting up SMS Notifications
                                                                                          • Email

                                                                                            Table of Contents Overview Setting up an email template Changing the From Address Adding links inside an email notification Trigger emails based on form responses Overview Email Notifications help send notifications to users around the globe in ...
                                                                                          • Overview

                                                                                            Beautiful forms can make a great difference in the number of entries you receive. The Theme Editor in Zoho Forms allows you to polish your forms with minimal effort. You can customize your form and play around with custom backgrounds, fonts, effects, ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources