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Twilio (SMS) Integration Setup Guide
Twilio (SMS) Integration Setup Guide
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago

Please note that Twilio does have a message based fee and there may be other fees charged by mobile phone providers to businesses using 10-digit codes (phone numbers). This is an initiative in the mobile phone provider space called A2P 10DLC (A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person (A2P) type messaging via standard 10-digit long code (10DLC) phone numbers). For more information on A2P 10DLC and potential fees, go to the Twilio A2P 10DLC Help Page describing the issues and what action might need to be taken.

Setup

To setup Twilio for SMS messaging it is necessary to follow these steps:

  1. Create a Twilio account on Twilio's website

  2. Log into your Twilio Account and go to the console page at https://www.twilio.com/console

  3. Click on the Show link to display the Auth Token (see Figure #1 below)

  4. Take note of both the Account SID and the Auth Token (see Figure #2 below)

  5. Click on the See all phone numbers link

  6. Take note of the preferred Phone Number (see Figure #3 below)

  7. Go to the Company Setting page on the Integrations tab (see Figure #4 below)

  8. Click on the Twilio Integrations Settings toggle to enable (see Figure #5 below)

  9. Enter your Twilio account settings for Account SID, Auth Token and Phone Number and then click Save

  10. DaySmart Recreation will verify with Twilio these settings. If they are not correct the Dialog will stay open for editing. If they are correct Twilio Integration will be successfully enabled

  11. Test that SMS messages via Twilio works by sending a test SMS message to a staff member

How It Looks

Figure 1 - The Twilio Console Page with where to click to show the Auth Token

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Figure 2 - The Twilio Console Page with the Auth Token displayed plus where to click to display Phone Number(s)

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Figure 3 - The Active Phone Numbers Page

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Figure 4 - Company Settings Page / Addons Tab - Twilio Integration

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Figure 5 - Twilio Integration Settings Dialog

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Reporting

To view and manage your Twilio billing, you will need to go to Twilio's website and view your account.

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