Capture client info, add to contact list, send payment SMS, and delay further actions
Capture client info, add to contact list, send payment SMS, and delay further actions
Capture client information with Cognito Forms, add them to your contact list in ClickSend SMS, send a confirmation SMS with payment instructions, and implement a delay before proceeding with further actions for efficient onboarding.
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Overview
Capture client information with Cognito Forms, add them to your contact list in ClickSend SMS, send a confirmation SMS with payment instructions, and implement a delay before proceeding with further actions for efficient onboarding.