> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/sms/twilio-sms-setup.md).
# Twilio SMS Setup
**CHECKOUTCHAMP PRESENTS TWILIO!**
**BUILD THE FUTURE OF COMMUNICATIONS AND ENGAGE CUSTOMERS LIKE NEVER BEFORE.**
{% hint style="info" %}
**Notice- Twilio requires a country code and a Phone Number in order to send out SMS messages. Make sure if you are using a lander you are collecting the billing information on the lead page.**
{% endhint %}
* [Sign Up and Upgrade Account](#checkoutchamptwiliosmssetup-signupandupgradeaccount)
* [Buy a Phone Number](#checkoutchamptwiliosmssetup-buyaphonenumber)
* [Activate Twilio Plugin in CheckoutChamp](#checkoutchamptwiliosmssetup-activatetwiliopluginincheckoutchamp)
* [Phone Number](#checkoutchamptwiliosmssetup-phonenumber)
* [Messaging Service](#checkoutchamptwiliosmssetup-messagingservice)
* [Add Twilio to a Campaign](#checkoutchamptwiliosmssetup-addtwiliotoacampaign)
* [Setup and send a SMS Text To Partial Customers](#checkoutchamptwiliosmssetup-setupandsendasmstexttopartialcustomers)
* [Create, Draft and Edit a SMS Auto-Responder](#checkoutchamptwiliosmssetup-create-draftandeditasmsauto-responder)
* [Send a Test SMS](#checkoutchamptwiliosmssetup-sendatestsms)
***
### Sign Up and Upgrade Account
**Sign up for your Twilio Account** [**here**](https://www.twilio.com/try-twilio)**.**
* Once you set up your **Trial Account** you will need to **Upgrade your Account** to fully use the CheckoutChamp SMS features. (Link Below)
[**Click here**](https://www.twilio.com/console/billing) **to upgrade your Twilio Account**
* In Twilio navigate to the **Billing** page.
Go to **Home> Billing>** *Click* on **Upgrade to a Full Account** Button. Or click the **"UPGRADE"** shortcut option located at the top of the Twilio page.
***
### **Buy a Phone Number**
**Notice: You will apply this Phone Number to the campaign you want to assign it to in the SMS Auto-Responders.**
* In Twilio on the Left side on the Navigation Bar *click* on the **All Products and Services** Button (circle with three dots)
* Select **# Phone Numbers**
* *Click* on **Buy a Number**
* Select the Drop down to search by **Number (area code) or Location (City, State)** this will generate **Phone Numbers** you can select from.
***
### **Activate Twilio Plugin in CheckoutChamp**
**Locate the Twilio Plugin under Admin> Plugins> SMS**
* Click on the **Twilio** Plugin and press the *Green* **"Activate"** Button.
* Click on the *Green* **"Visit Website"** Button to go sign up for Twilio or [**click here**](https://www.twilio.com/try-twilio) to go to Twilio’s website
* Once the Twilio account is created, Click on the *Green* **"Activate"** Button.
* Fill in your credentials from Twilio then press the *Green* **Connect** Button.
To access your Twilio account settings and credentials Log into Twilio and go to **Dashboard> Settings> General>** *Click* on the Red **"Authenticate to Make Changes"** Button. Enter in your password to view account settings.
* **Click on** [**this link**](https://www.twilio.com/console/project/settings) **to go straight to Twilio General Settings Page**
In Twilio you have two options for sending Text messages. You can add **Phone Number** (Buy a Number) or a **Messaging Service**:
* **AccountSID**
* This is required.
* **AuthToken**
* This is required.
* **SenderType**
* Choose “Phone Number” or “Messaging Service”
* **Sender**
* Enter in Phone Number (Free Trial # or Buy a Number)
* **FriendlyName**
* Copy and Paste the **FriendlyName** associated with Phone Number.
**Notice: Friendly name must be in the same format as it is displayed in Twilio.**
* **ValidatePhoneNumber**
Enabling this will have the phone number checked by Twilio.\
For more information about their validation:
***
### Phone Number
**To add a *****Phone Number***** to your Twilio account, click** [**here**](https://www.twilio.com/console/phone-numbers/incoming)**.**
* Go to **Admin> Plugins>** *click* on the Twilio plugin. *Click* on the **Green Plus Button** to add another Instance for additional Phone Numbers.
**Note: If you add more than one phone number you will also need to add an additional instance for each number in the Twilio Plugin.**
***
### Messaging Service
**To Add a *****Messaging Service***** to your Twilio account, click** [**here**](https://www.twilio.com/console/sms/services)**.**
* Enter the **Service ID** *"SID"* in the "Sender" field in the Twilio Plugin. **Please see image below:**
***
### Add Twilio to a Campaign
**Now that you are all set up, it is time to add Twilio to a Campaign.**
* Add SMS to a Campaign. Go to **CRM> Campaigns>** *Scroll* down to the **SMS Auto-Responders** section.
**See image Below:**
* Click on the **Green Plus Button** to add a **SMS Auto Responder**:
* **Event Name-** Select the *SMS Autoresponder* type from the drop down.
* **Campaign Product Product-** Select the *Campaign Product* you want to apply it to.
* **Billing Cycle Number-** Pick the Billing cycle # you want the SMS to send on.
* **Validity Period-** This is the amount of seconds Twilio will attempt to send messages that failed on the first Attempt. After the time elapse it will stop sending the message.
* **Sender -** Specify the Twilio SMS Plug In Friendly Name you would like used for the specific auto-responder.
#### **Setup and send a SMS Text To Partial Customers**
* Go to **CRM >** *Select* the **Campaign** that the **Partial Customer** is attached to.
* Edit **Campaign**.
* Scroll down to **SMS Auto-Responders** section.
* Click on the *Green* **Plus** Icon to **Create SMS Auto-Responder** for **Partial Customers**.
* From the **Event Name** drop down, scroll down and *select* **Partial Order**
* **Campaign Product Product-** Select the *Campaign Product* you want to apply it to.
* **Validity Period-** This is the amount of seconds Twilio will attempt to send messages that failed on the first Attempt. After the time elapse it will stop sending the message.
* Once selected, a **Send After** box will appear. Set the # (amount) of **Minutes** or **Days** you want the SMS Text to be sent to the customer.
* *Click* the *Green* **Create** Button to save these settings.
#### **Create, Draft and Edit a SMS Auto-Responder**
* Once created *click* on the *Blue* **Edit Icon** located next to the SMS.
* **Create a Draft.** *Click* the Blue **Update** Button to save.
#### **Send a Test SMS**
If using a **Trial Account** you will need to **Verify Caller Id** before sending and receiving a Test SMS. You can only send a Test SMS to number(s) that are **Verified**. (See image below)
* **Send a Test SMS**. Enter the Phone Number then click the Red **Send Message** Button.
