This add-on integrated the Everest Forms plugin with Twilio and helps you to send SMS notifications to the users.
Installation #
- Firstly, you need to purchase the Everest Forms Pro plugin.
- After the successful purchase, you will get the plugin zip file under your WPEverest account page.
- Now, you can download the Everest forms pro plugin and SMS Notifications add-on from there.
- Through your WordPress Dashboard, visit Plugins -> Add New -> Upload and then choose the downloaded zip file and then install and activate it.
- Now you are ready to use this add-on for your site.
Alternative Method:
- Once you have entered the Everest Forms Pro license on your site, go to Everest Forms > Add-ons.
- Search for the ‘SMS Notifications‘ add-on.
- Click on ‘Install‘.
- Once the installation is finished, click on ‘Activate‘. The add-on will be activated.
Setup and Configuration #
Twilio API #
In order to use the SMS notification feature on the Everest Forms, you will have to add the Twilio API keys which can be obtained by following the given procedure.
- Log into your Twilio account.
- From the left side menu, click on Settings. Or, on the Account section under API Keys & tokens.
- Under API Credentials, you will see both your Live and Test credentials. Copy these as they will need to be entered into your Everest Forms SMS Notification settings.
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/API-Keys-1024x470.png)
Adding the Twilio API keys on the Everest Forms Settings #
To add the above API keys to the Everest Forms, please follow the steps below.
- Go to Everest Forms > Settings > Integration.
- Click on the settings icon beside the ‘Twilio‘ option.
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/image-1-1024x334.png)
- Once you click the settings icon, you will see the following screen.
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/image-2-1024x341.png)
Now, enter the required keys and click ‘Authenticate with Twilio‘.
SMS Notification for Individual Forms #
Once the Twilio keys have been set up, you can now add the SMS notification to the individual forms. For this, follow the steps below:
- Go to the Form Settings > SMS Notification.
- You will find option to add a new notification on the left hand side of the screen. The Admin Notification is the default one.
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/Twilio-EVF-Settings-1024x517.png)
- On the right hand side, you will find three options. They are:
1. Notification Heading/Title: In the above image, ‘Default notification’ is the heading/title. You can customize it as per your need.
2. Phone Number Field: Here, you can assign a phone number field so that the user/admin can receive the notification. To choose the phone number field, click on the <> button and you will be shown with a list of valid fields.
3. Message: You can add your message on the message box which will then be sent on the notifcation.
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/image-3.png)
Adding a new Notification #
![](https://cdn.statically.io/img/docs.everestforms.net/wp-content/uploads/2022/05/Add-new-SMS-Notification-1024x508.png)
You can add more than one notifcation just by clicking the ‘Add New SMS Notification’ button. Assign a name to the notification and customize it as per your need.
Now, whenever a user submits the form, the notifcation will be sent to the assigned phone number.