Twilio SMS Setup
CHECKOUTCHAMP PRESENTS TWILIO!
BUILD THE FUTURE OF COMMUNICATIONS AND ENGAGE CUSTOMERS LIKE NEVER BEFORE.
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.
Sign Up and Upgrade Account
Sign up for your Twilio Account here.
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 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 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 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: https://www.twilio.com/docs/lookup/tutorials/validation-and-formatting
Phone Number
To add a Phone Number to your Twilio account, click here.
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.
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.
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