This tutorial requires the use of a two-way SMS gateway. Your project must be on the Pro or higher Software plan to test this out. Follow the instructions in the Messaging Beginner Tutorial to choose a gateway for your project. This gateway should allow you to do two-way messaging. The Twillio gateway supports most countries in the world, but you may have to pay an international messaging fee to use it.
This tutorial is going to setup a case for each user to report activity data. (That is, each user who reports activity data is going to be a case). This is necessary for a couple of reasons:
We'll create an application in our project to register these cases that are used to report data.
This tutorial assumes you already know how to create a form with hidden values. Rename the Untitled Form to Registration and add questions so that it resembles the following. Some important things to note:
The full definition of the form is listed below:
|contact_phone_number||Phone Number or Numerical ID||Phone Number||Yes|
Save the form and configure the case management to create a new case. Save all the questions as case properties. Its important the contact_phone_number and contact_phone_number_is_verified case properties are named correctly.
This form is now setup to create a register a case that will report on their daily activity. The phone number on each case is the phone number of the user who will report data.