How to Build an SMS Survey Application the Low-Code Way Using PHLO

Feb 11, 2022

You can build SMS surveys easily by using our PHLO visual workflow builder.

Prerequisites

To get started, you need a Plivo account — sign up with your work email address if you don’t have one already. If this is your first time triggering a PHLO with .NET, follow our instructions to set up a .NET development environment.

Create the PHLO

To create a PHLO, visit the PHLO page of the Plivo console. If this is your first PHLO, the PHLO page will be empty.

Click Create New PHLO.
In the Choose your use case pop-up, click Build my own. The PHLO canvas will appear with the Start node.Note: The Start node is the starting point of any PHLO. It lets you trigger a PHLO to start upon one of three actions: incoming SMS message, incoming call, or API request.
If you plan to use a dynamic payload — passing values through parameters when you trigger the PHLO from your application — click on the Start node to open the Configuration pane. Under API Request, enter key names for the variables you want use in your payload — From, To, and Message fields.

Once you’ve configured the node, click Validate to save the configuration.
From the list of components on the left-hand side, drag and drop the Send Message component onto the canvas. When a component is placed on the canvas it becomes a node.

Draw a line to connect the Start node’s API Request trigger state to the Send Message node.
In the Configuration pane at the right of the canvas, configure the Send Message node with a sender ID in the From field. Enter the destination numbers you wish to send a message to in the To field. Put your message in the Text field.Note: You can define a static payload by specifying values when you create the PHLO, or define a dynamic payload by passing values through Liquid templating parameters when you trigger the PHLO from your application.
Once you’ve configured the node, click Validate to save the configuration.

From the list of components on the left-hand side, drag and drop the Branch component onto the canvas.
Draw a line to connect the Start node’s Incoming Message trigger state to the Branch node.

In the Configuration pane at the right of the canvas, configure the Branch node. Rename the node to Handle_Reply. For Variable to compare, enter two curly braces to view all available variables, then select Start.message.msg.
Click the pencil icon and name the first condition Satisfied. Leave the Operation “is equal to” and enter a value of 1.
Add a second condition. Name it Not Satisfied and enter a value of 2.
Once you’ve configured the node, click Validate to save the configuration.
Drag two Send Message nodes onto the canvas. Draw lines to connect them to the Handle_Reply node using the Satisfied and Not Satisfied trigger states.
In the Configuration pane for each of the Send Message nodes, specify the From and To keys you configured in the Start node. Enter two curly brackets to display a list of all available variables. In the Message field, you can enter a static message, or combine static text with a variable that includes dynamic text if you specified the variable as a key in the Start node configuration pane.
Rename the nodes Reply_Satisfied and Reply_NotSatisfied.

Once you’ve configured the nodes, click Validate to save their configurations.
From the list of components on the left-hand side, drag and drop the HTTP Request component onto the canvas. Draw four lines to connect the Sent and Failed trigger states of both the Reply_Satisfied and Reply_NotSatisfied nodes to the HTTP Request node.
In the Configuration pane for the HTTP Request node, rename the node to Handle_Callback. Enter URL to make the request to. The default method used is GET, but you can click on the box to choose POST, PUT, or DELETE instead. Specify Headers, Auth, Params, and Body values on their respective tabs as necessary.
Once you’ve configured the node, click Validate to save the configuration.

After you complete the configuration, give the PHLO a name by clicking in the upper left, then click Save.

Your complete PHLO should look like this:

Your PHLO is now ready to test.

Trigger the PHLO

You integrate a PHLO into your application workflow by making an API request to trigger the PHLO with the required payload — the set of parameters you pass to the PHLO. You can define a static payload by specifying values when you create the PHLO, or define a dynamic payload by passing values through parameters when you trigger the PHLO from your application.

In either case, you need your Auth ID and Auth Token, which you can get from the overview page of the Plivo console.

You also need the PHLO ID, which you can copy from the PHLO list page.

With a static payload

When you configure values when creating the PHLO, they act as a static payload.

Code

Create a file and paste the below code.

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import plivo

phlo_id = "<phlo_id>"
phlo_client = plivo.phlo.RestClient("<auth_id>", "<auth_token>")
phlo = phlo_client.phlo.get(phlo_id)
response = phlo.run()
print(response)

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require 'rubygems'
require 'plivo'

include Plivo

AUTH_ID = '<auth_id>'
AUTH_TOKEN = '<auth_token>'

client = Phlo.new(AUTH_ID, AUTH_TOKEN)

# if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables
# then initialize client as:
# client = Phlo.new

begin
  phlo = client.phlo.get('<phlo_id>')
  response = phlo.run()
  puts response
rescue PlivoRESTError => e
  puts 'Exception: ' + e.message
end

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var plivo = require('plivo');
var PhloClient = plivo.PhloClient;

var phloId = '<phlo_id>';
var phloClient = phlo = null;

phloClient = new PhloClient('<auth_id>', '<auth_token>');
phloClient.phlo(phloId).run().then(function(result) {
    console.log('Phlo run result', result);
}).catch(function(err) {
    console.error('Phlo run failed', err);
});

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<?php
require 'vendor/autoload.php';
use Plivo\Resources\PHLO\PhloRestClient;
use Plivo\Exceptions\PlivoRestException;
$client = new PhloRestClient("<auth_id>", "<auth_token>");

$phlo = $client->phlo->get("<phlo_id>");
try {
    $response = $phlo->run();
    print_r($response);
} catch (PlivoRestException $ex) {
    print_r($ex);
}

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import com.plivo.api.Plivo;
import com.plivo.api.PlivoClient;
import com.plivo.api.exceptions.PlivoRestException;
import com.plivo.api.models.phlo.Phlo;
import java.io.IOException;

public class Example
{
    private static final String authId = "<auth_id>";
    private static final String authToken = "<auth_token>";
    private static PlivoClient client = new PlivoClient(authId, authToken);
    public static void main(String[] args) throws IOException, PlivoRestException
    {
        String phloId = "<phlo_id>";
        Plivo.init(authId, authToken);
        Phlo phlo = Phlo.getter(phloId).client(client).get();
        PhloUpdateResponse response = Phlo.updater(phloId).payload().run();
    }
}

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package main

import (
	"fmt"
	"plivo-go"
)

// Initialize the following params with corresponding values to trigger resources
const authId = "<auth_id>"
const authToken = "<auth_token>"
const phloId = "<phlo_id>"

func main() {
	testPhloRunWithoutParams()
}

func testPhloRunWithoutParams() {
	phloClient, err := plivo.NewPhloClient(authId, authToken, &plivo.ClientOptions{})
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	phloGet, err := phloClient.Phlos.Get(phloId)
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	response, err := phloGet.Run(nil)
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	fmt.Printf("Response: %#v\n", response)
}

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using System;
using Plivo;

namespace test_PHLO
{
    class Program
    {
        public static void Main(string[] args)
        {
            var phloClient = new PhloApi("<auth_id>", "<auth_token>"); 
            var phloID = "<phlo_id>";
            var phlo = phloClient.Phlo.Get(phloID);   
            Console.WriteLine(phlo.Run());
        }
    }
}

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curl --request POST \
  --user AUTH_ID:AUTH_TOKEN \
  --url 'https://phlorunner.plivo.com/v1/account/{auth_id}/phlo/{phlo_id}' \
  --header 'Content-Type: application/json'

Replace the auth placeholders with your authentication credentials from the Plivo console. Replace the phlo_id placeholder with your PHLO ID from the Plivo console.

With a dynamic payload

To use dynamic values for the parameters, use Liquid templating parameters when you create the PHLO …

… and pass the values from your code when you trigger it.

Code

Create a file and paste the below code.

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import plivo

auth_id = '<auth_id>'
auth_token = '<auth_token>'
phlo_id = '<phlo_id>'
payload = {"From" : "<caller_id>","To" : "<destination_number>"}
phlo_client = plivo.phlo.RestClient(auth_id=auth_id, auth_token=auth_token)
phlo = phlo_client.phlo.get(phlo_id)
response = phlo.run(**payload)
print (response)

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require 'rubygems'
require 'plivo'

include Plivo

AUTH_ID = '<auth_id>'
AUTH_TOKEN = '<auth_token>'

client = Phlo.new(AUTH_ID, AUTH_TOKEN)

# if credentials are stored in the PLIVO_AUTH_ID and the PLIVO_AUTH_TOKEN environment variables
# then initialize client as:
# client = Phlo.new

begin
  phlo = client.phlo.get('<phlo_id>')
  #parameters set in PHLO - params
  params = {
     From: '<caller_id>',
     To: '<destination_number>',
  }
  response = phlo.run(params)
  puts response
rescue PlivoRESTError => e
  puts 'Exception: ' + e.message
end

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var plivo = require('plivo');
var PhloClient = plivo.PhloClient;

var authId = '<auth_id>';
var authToken = '<auth_token>';
var phloId = '<phlo_id>';
var phloClient = phlo = null;

var payload = {
    From: '<caller_id>',
    To: '<destination_number>',
}
phloClient = new PhloClient(authId, authToken);
phloClient.phlo(phloId).run(payload).then(function (result) {
    console.log('Phlo run result', result);
}).catch(function (err) {
    console.error('Phlo run failed', err);
});

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<?php
require 'vendor/autoload.php';
use Plivo\Resources\PHLO\PhloRestClient;
use Plivo\Exceptions\PlivoRestException;
$client = new PhloRestClient("<auth_id>", "<auth_token>");

$phlo = $client->phlo->get("<phlo_id>");
try {
    $response = $phlo->run(["From" => "<caller_id>", "To" => "<destination_number>"]);
    print_r($response);
} catch (PlivoRestException $ex) {
    print_r($ex);
}

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import com.plivo.api.Plivo;
import com.plivo.api.PlivoClient;
import com.plivo.api.exceptions.PlivoRestException;
import com.plivo.api.models.phlo.Phlo;
import java.io.IOException;

public class Example
{
    private static final String authId = "<auth_id>";
    private static final String authToken = "<auth_token>";
    private static PlivoClient client = new PlivoClient(authId, authToken);
    public static void main(String[] args) throws IOException, PlivoRestException
    {
        String phloId = "<phlo_id>";
        Plivo.init(authId, authToken);
        Phlo phlo = Phlo.getter(phloId).client(client).get();
        Map<String, Object> payload = new HashMap<>();
        payload.put("From", "<caller_id>");
        payload.put("To", "<destination_number>");
        PhloUpdateResponse response = Phlo.updater(phloId).payload(payload).run();
    }
}

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package main

import (
	"fmt"
	"plivo-go"
)

// Initialize these parameters with corresponding values to trigger resources
const authId = "<auth_id>"
const authToken = "<auth_token>"
const phloId = "<phlo_id>"

func main() {
	testPhloRunWithParams()
}

func testPhloRunWithParams() {
	phloClient, err := plivo.NewPhloClient(authId, authToken, &plivo.ClientOptions{})
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	phloGet, err := phloClient.Phlos.Get(phloId)
	if err != nil {
		fmt.Print("Error", err.Error())
		return
	}
	//pass corresponding from and to values
	type params map[string]interface{}
	response, err := phloGet.Run(params{
		"From": "<caller_id>",
		"To":   "<destination_number>",
	})

	if err != nil {
		println(err)
	}
	fmt.Printf("Response: %#v\n", response)
}

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using System;
using System.Collections.Generic;
using Plivo;

namespace test_PHLO
{
    class Program
    {
        public static void Main(string[] args)
        {
            var phloClient = new PhloApi("<auth_id>", "<auth_token>");
            var phloID = "<phlo_id>";
            var phlo = phloClient.Phlo.Get(phloID); 
            var data = new Dictionary<string, object>
            {
                { "From", "<caller_id>" },
                { "To", "<destination_number>" }

            };  
            Console.WriteLine(phlo.Run(data));
        }
    }
}

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curl --request POST \
  --user AUTH_ID:AUTH_TOKEN \
  --url 'https://phlorunner.plivo.com/v1/account/{auth_id}/phlo/{phlo_id}' \
  --header 'Content-Type: application/json' \
  --data '{"from": "<caller_id>","to": "<destination_number>"}'

Replace the auth placeholders with your authentication credentials from the Plivo console. Replace the phlo_id placeholder with your PHLO ID from the Plivo console. Replace the phone number placeholders with actual phone numbers in E.164 format (for example, +12025551234).

Test

Save the file and run it.

Note: If you’re using a Plivo Trial account, you can send SMS messages only to phone numbers that have been verified with Plivo. You can verify (sandbox) a number by going to the console’s Phone Numbers > Sandbox Numbers page.

For more information about creating a PHLO application, see the PHLO Getting Started guide. For information on components and their variables, see the PHLO Components Library.

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