Design Guide
Design Guide
The Send Instant Message Action Button lets you create templates that include values saved in your database. Users can press this Action Button to send messages directly to designated recipients. This feature provides greater flexibility for customization. Currently, you can use it to send personalized messages such as appointment reminders, marketing promotions, or pickup notifications via SMS.
Notes: This feature is not supported on the On-premises Plan.
Navigate to the Design Mode on your Form Page and click Form Tools > Send Instant Message under the Custom Buttons section.
This feature is available only to users on the Professional Plan or higher and requires the purchase of SMS Credits.
If you are using the SMS feature for the first time, you will need to fill out a form for review to verify that the purpose of the SMS is legitimate.
Once approved, you can proceed to configure SMS messaging.
1. Recipient: Enter the phone number with the country code (e.g., +15555551234). If using the "input by select" mode, refer to this section for instructions on adjusting the phone number format. You can add multiple numbers or select multiple fields. Please note that each SMS can be sent to up to 20 recipients.
2. Content: Each SMS has a limit of 160 characters (alphanumeric, half-width) or 70 characters (mixed Chinese/English/numbers, including punctuation). If the message exceeds the limit, it will be split into multiple SMS messages, and fees are charged per message. See this section for details. Variables are supported; see here for supported variables.
Note: For SMS charges, refer to this section.
In addition to using the Send Instant SMS button, users can also filter multiple records from the listing page and Sending Mass SMS at once. The differences are shown below:
| Feature | Use Case & Functionality | Where to Use | Configured By |
|---|---|---|---|
| Send Instant SMS |
For customized messages Can be executed for single or multiple records (can set multiple recipients or use the Batch Execute Action Button) Can save multiple templates Supports variables |
Form Page
Listing Page |
SYSAdmin |
| Send Mass SMS |
For quickly sending identical messages Primarily used for batch sending; single record operation is less convenient Cannot save templates Does not support variables |
Listing Page only | User |
In the advanced settings, you can check the option to Automatically run when saving. By default, messages are sent Automatically run only on initial entry creation.
To send message automatically every time a record is saved (including creation and modifications), please uncheck this setting.
Note: Only one button can be set to run automatically on a sheet.
In the Advanced Settings, you can choose whether to Show message when execution is successful. It is recommended to keep this option checked. If unchecked, it may be difficult to confirm success during long execution times.
You can also check the option to customize the message. After checking, you can enter a custom message in the field that appears below. Please note the character limit.
If you want to delete the Action Button, you can refer to this article.
Alternatively, if you need additional settings for the Action Button, such as restricting user access rights to use the Action Button, you can refer to this article.
| Variables | Description |
|---|---|
| {{SERVER_DOMAIN_NAME}} | Server Name + Port |
| {{AP_NAME}} | Name of your Ragic account |
| {{SHEET_NAME}} | Sheet name |
| {{TITLE_FIELD}} | Name of the title field |
| {{RECORD_ID}} | Record ID |
| {{RECORD_LINK}} | Record URL |
| {{TITLE_VALUE}} | Field value of the title field |
| {{FIELD ID}} | Field value. The variable does not support subtable fields. |
| {{FIELD NAME}} | Field value. The variable does not support subtable fields. If there are duplicated field names on the sheet, please use {{FIELD ID}}. |
| {{USERNAME_FIELD ID}} | User name. The variable does not support subtable fields. |
| {{USERNAME_FIELD NAME}} | User name. The variable does not support subtable fields. |
| {{GROUPUSERS_FIELD ID}} | Group user email. The variable does not support subtable fields. |
| {{GROUPUSERS_FIELD NAME}} | Group user email. The variable does not support subtable fields. |
| {{RAWURL_URL FIELD ID}} | Raw html text. The variable does not support subtable fields. |
| {{RAWURL_URL FIELD NAME}} | Raw html text. The variable does not support subtable fields. |
| {{MAGIC_RECORD_LINK_READONLY}} | Magic link of the record (read only) |
| {{MAGIC_RECORD_LINK_WRITABLE}} | Magic link of the record (editable) |
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