User Manual Navigation Overview Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Sales Tax Overview Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Assets Integrations Groups Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Change the Unsubscribe or Confirmation Link Text Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview SMS Segments & You Throughput and Phone Numbers Billing Activate SMS SMS Setup Import SMS Phone Numbers Collect Phone Numbers Send an SMS and Track Results SMS Segmentation Managing SMS Compliance In Drip Overview List Create a Rule Triggers Actions Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Single Email Campaign Split Test Unschedule a Single Email Campaign Track Single Email Campaign Revenue Single Email Campaign Metrics Overview Create an Email Series Campaign Schedule an Email Series Send an Email Series Track Email Series Campaign Revenue Opt-In Forms Add Emails to an Existing Email Series Overview Visual Builder HTML Builder Text Builder Templates Fonts Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Background Images Change Text Email Templates File Attachments Overview List Form Templates Create a Popup Form Create an Exit Intent Form Create a Side Tab Form Create an Embedded Form Create a Hosted Form Add Custom Fonts Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Email Metrics Opens By Hour Clicks New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features BigCommerce Data Uninstall BigCommerce Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
Collect Phone Numbers Collect phone numbers for SMS via forms in Drip. In order to collect phone numbers, you must add an SMS phone number field to your form.
You can collect SMS numbers and SMS consent for textable numbers in the United States. These numbers will be saved to a person’s SMS Number field. Non-US numbers and numbers that are not validated as textable will be stored in a person’s Phone Number field and will not be included in your list of people opted into SMS.
Add a Phone Number Field to a Form
Create a form
Click + New Field
Under Field Label enter Phone Number
Under field type select Phone Number
You will see two check box fields: Required and Ask for SMS consent
Required? : Select this field if you want to prevent users from submitting the form until this field is populated.
Ask for SMS consent : If you plan to send SMS to phone numbers collected, you must select this checkbox. When you select Ask for SMS consent we automatically add required consent language in the form which enables you to send SMS to the phone numbers submitted in the form. If you do not check this box, we will store the phone number in the Phone Number field, but you will not be able to text that number.
Once you’ve selected Activate for SMS Consent click Add to complete the Phone Number field
Activate your form to begin collecting phone numbers for SMS!
User Manual Navigation Overview Overview Overview Blocked or Banned Account Customer Data Policy GDPR HIPAA Terms of Service Sales Tax Overview Overview Settings OAuth Applications Subscriptions Overview Account Member Roles Email Setup Assets Integrations Groups Lead Scoring Webhooks Billing Settings Revenue Google Tag Manager UTM Codes Default Currency Symbol Night Mode Change the Unsubscribe or Confirmation Link Text Overview Active Inactive Segments Bulk Operations Lifetime Value Deactivate People Identified People Merge People Delete People Pruning Operations Unsubscribe & Resubscribe Overview Fields Timeline Orders Website Sessions Emails Workflows Activity Overview Create Custom Field Set Custom Field Value Add Custom Field Edit Delete Call Value with Liquid View & Manage Overview Event Properties Predefined Events Custom Events Add Custom Events Record a Custom Event Performed a Custom Event Call Event Properties with Liquid Event Segmentation Overview Create Apply Search Edit Merge Delete Drip Source Tags Overview Create a Workflow Monitor a Workflow Pause a Workflow Split Test Delete a Node Add Segment Triggerless Workflows Workflow Settings Notification Emails Triggers Actions Parallel Paths Decisions Goals Delays Exits Overview SMS Segments & You Throughput and Phone Numbers Billing Activate SMS SMS Setup Import SMS Phone Numbers Collect Phone Numbers Send an SMS and Track Results SMS Segmentation Managing SMS Compliance In Drip Overview List Create a Rule Triggers Actions Notification Emails Overview Create a Bulk Operation Select Automation Actions Schedule the Operation Unperformed Complete Overview Workflows Rules Overview Create a Single Email Campaign Split Test Unschedule a Single Email Campaign Track Single Email Campaign Revenue Single Email Campaign Metrics Overview Create an Email Series Campaign Schedule an Email Series Send an Email Series Track Email Series Campaign Revenue Opt-In Forms Add Emails to an Existing Email Series Overview Visual Builder HTML Builder Text Builder Templates Fonts Email Builder Preferences Suppress "__s" From Rendered Links Custom Dynamic Content Product Content Block Background Images Change Text Email Templates File Attachments Overview List Form Templates Create a Popup Form Create an Exit Intent Form Create a Side Tab Form Create an Embedded Form Create a Hosted Form Add Custom Fonts Apply Tags and Custom Fields through Embedded Form Fields Track Form Submissions Wildcards Overview Email Metrics Opens By Hour Clicks New People Subscribed People Events Recent Activity Conversions Overview How we Calculate your Bill Cancel Account Transfer Account Ownership Invoices Change Your Plan Type Update Billing Information Refund Policy Overview Intro to Liquid Objects Attributes Filters Tags Overview Customer Events Checkout Events Purchase Events Product Events Order Fulfillment Events Refund Events Reorder URL Currency Disconnect Shopify Overview 1.5 + Integration Instructions 2+ Integration Instructions Integration Features Magento Data Support Multiple Sites Uninstall Magento Overview Integration Instructions Integration Features BigCommerce Data Uninstall BigCommerce Overview Integration Instructions Integration Features WooCommerce Data Uninstall WooCommerce Overview WebinarJam SamCart Privy ThriveCart 1ShoppingCart Authorize.net Calendly Chargify ClickBank ClickFunnels Close DPD Leadpages PayPal Stripe Pipedrive Unbounce Zapier MemberMouse Overview Create RSS-to-Email Rule Wire Up RSS feed Set Up Email Content
