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Twilio

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Twilio is a cloud communications platform as a service. Integrate your Twilio account to send outgoing SMS communications from the portal or to send SMS verification codes for access. As and when SMS messages get sent, this usage is reflected in your Twilio account. Twilio is accessed at Customer level.

Set up Twilio

  1. Sign up for a Twilio account via https://www.twilio.com/.

  2. Within your account, under Create a Project, click Products.

  3. Select Programmable SMS and click Continue.

  4. Name your project something appropriate such as “SMS connector”.

  5. You do not need to add any teammates to the projects so you can click Skip This Step.

  6. Scroll to the bottom of the page and on the right you’ll see the following message, click Yes.

  7. The Third Party User Guide appears, click Get a number.

  8. If you are happy with this number and it allows sending and receiving SMS click Choose this number.

  9. If you want to use a different number click Search for a different number this provides you with more customization options such as which country your number is hosted. You must enable SMS capabilities, enter any other requirements and click Search. From the results, select a number with SMS enabled and click Choose this Number.

  10. If required, enter your address details and ensure the number is in international format (+ country code) then click Save and continue.

  11. Next, add a payment method (debit, credit card or PayPal).

  12. Make a note of the Twilio phone number which you’ve just created, your Account SID and Auth token which are displayed on the top right hand of the page.

Set Up the Twilio Connector

  1. Within ManagementConnectors on the Twilio connector click Add.

  2. Complete the fields as follows:

    Connector name

    Enter a name for the connector.

    Account SID

    These details appear on the top right hand of the Twilio number page.

    Auth token

  3. Click Verify, when the verification is successful a list of the SMS numbers appears that you have created in your Twilio account.

  4. Choose an SMS number, and if required, select Enable separate verification number to choose SMS number for SMS verification.

    Note: If validation is successful but there are no SMS numbers in the drop-down, the following error appears:

  5. Click Save.

Data Sent to Twilio

The following data is sent to Twilio from the portal for marketing or authentication:

Data Type

Data

Description

(string)

mobile'

The user's mobile telephone number

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