Adding the SMS consent form field to a form unlocks the Send SMS to Lead automation action. Without the field, that action is greyed out in the form automations panel. It shows "(requires SMS Consent field)" so you can't accidentally send unauthorized texts. The check happens at the form level, not at the platform level, so each form needs its own SMS consent field if you want SMS automations on it.
Once the field is on your form, the action becomes available. You configure the SMS automation in the Automations tab. Write the message, pick the trigger, and save. Triggers can be immediate, time-delayed, or step-based for multi-step forms. From that point on, every lead who checks the consent box gets the message.
The platform also handles three things automatically so you don't have to:
- It appends "Reply STOP to opt out" to every outbound text. You don't need to include it in your message.
- It checks the opt-out list before sending. Leads who texted STOP previously don't get more texts, even if they fill out a new form.
- It logs the consent record. The text, timestamp, and IP get saved to your submission record, viewable from the submissions panel.
If you skip the SMS consent form field and try to send texts anyway, you can't. The action is locked. That's by design, and it protects you from a TCPA violation that could cost $500 to $1,500 per text message.
