Integrate with Everest Forms

Everest Forms is a easy form builder plugin of wordpress. We have tried to make easier to send sms to users and admin through Everest Forms by following easy steps.

• To enable SMS feature, you need to have SMS Alert plugin installed.
• So first you have to navigate to Everest Forms option in the menu.
• There you have to create or edit your form, in which you want to enable SMS Notifications.
• So, first ensure that you have a phone field in your form, if not, you can add it by simply drag and drop.
• Now click on Settings, and there click on SMS Alert.
• In this screen, you can configure Visitor and Admin Message.
• So first you have to click enable message this is to send message to visitor after they submits the form.
• Click on Enable Mobile verification, if you want the user should be verified with an OTP before they can submit the form.
• Then after you have to select the phone number field to which you want to send the message.
• Modify the sms text, you can customise it with your form fields, by simply clicking on the field name.
• Enter the admin number on which you want to get notified for new form submissions.
• Modify the message text, same like you did for the customer message.
• Finally click on update.

FAQ’S

1. 1. What does this integration allow me to do?

   The integration enables you to send **SMS notifications** to both visitors (**form submitters**) and **admin(s)** when a form built with **Everest Forms** is submitted, via the **SMS Alert gateway**.

2. 2. What are the prerequisites before I set it up?

   You must have the:
   – **SMS Alert plugin installed and configured** on your WordPress site (account credentials, etc.).
   – A form in **Everest Forms** that includes a **phone number field** (so SMS can be sent to that number).

3. 3. How do I enable SMS notifications for an existing form?

   1. In WordPress, go to **Everest Forms → Forms**, then edit the desired form.
   2. Ensure the form has a **phone field**.
   3. In the form settings, navigate to the **SMS Alert tab** (or equivalent SMS menu).
   4. Under the settings, **enable visitor SMS** (for users) and/or **admin SMS**.
   5. **Select the correct phone-field mapping**, craft a message, and **save**.

4. 4. How do I set up the phone number field mapping?

   When you edit the form settings under SMS Alert:
   – For **visitor messages**: you must select which field in the form holds the **visitor’s phone number**.
   – For **admin messages**: you manually enter the **admin’s mobile number** (or multiple numbers if supported).
   This tells the system where to send the SMS.

5. 5. Can I customise the SMS message content using form fields?

   **Yes** — the integration allows you to modify the SMS text and include **placeholders/tokens** corresponding to form fields (e.g., visitor name or phone), which enables personalised messages.

6. 6. Does this setup support OTP (verification) of mobile numbers?

   The documentation for this specific integration focuses on **sending notifications** (visitor/admin) after form submission and does **not explicitly mention OTP verification**. If you need OTP functionality, you may need to check if a separate setting or add-on is required.

7. 7. What should I do if SMS notifications aren’t working?

   Troubleshooting steps include:
   – Verify that the **SMS Alert plugin is installed and configured** correctly (credentials, balance).
   – Check that the form includes a **properly mapped phone number field** in the SMS tab.
   – Ensure phone numbers are in the **correct international format** if required.
   – Make sure you **saved changes** after enabling notifications and updating the form.
   – Check **SMS logs** (if SMS Alert provides) for attempts and error codes.