# 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 <a href="#checkoutchamptwiliosmssetup-signupandupgradeaccount" id="checkoutchamptwiliosmssetup-signupandupgradeaccount"></a>

**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.&#x20;

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.

<figure><img src="/files/LOVpfrIZpSNX5j56oDnL" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/PuzLJMvfBT28FVWxH79M" alt=""><figcaption></figcaption></figure>

***

### **Buy a Phone Number** <a href="#checkoutchamptwiliosmssetup-buyaphonenumber" id="checkoutchamptwiliosmssetup-buyaphonenumber"></a>

**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)

<figure><img src="/files/G6a0HZEhQa3HjzaGvvdF" alt=""><figcaption></figcaption></figure>

* Select **# Phone Numbers**

<figure><img src="/files/xMgLeKrlB4ZT3Bm3kjXA" alt=""><figcaption></figcaption></figure>

* *Click* on **Buy a Number**&#x20;

<figure><img src="/files/1vCNS2knCROveVprnySa" alt=""><figcaption></figcaption></figure>

* Select the Drop down to search by **Number (area code) or Location (City, State)** this will generate **Phone Numbers** you can select from.

<figure><img src="/files/A63F4PN9wBJUZZWMaeU4" alt=""><figcaption></figcaption></figure>

***

### **Activate Twilio Plugin in CheckoutChamp** <a href="#checkoutchamptwiliosmssetup-activatetwiliopluginincheckoutchamp" id="checkoutchamptwiliosmssetup-activatetwiliopluginincheckoutchamp"></a>

**Locate the Twilio Plugin under Admin> Plugins> SMS**

<figure><img src="/files/OF5MEhYAUIIDr901V0ME" alt=""><figcaption></figcaption></figure>

* Click on the **Twilio** Plugin and press the *Green* **"Activate"** Button.

<figure><img src="/files/3fwCDab24lL3OAtaGgjs" alt=""><figcaption></figcaption></figure>

* 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<br>
* Once the Twilio account is created, Click on the *Green* **"Activate"** Button.&#x20;
* Fill in your credentials from Twilio then press the *Green* **Connect** Button.

<figure><img src="/files/DwAISutoStH6oCRihBnE" alt=""><figcaption></figcaption></figure>

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**

<figure><img src="/files/nzQkdGXxogHzMerFLQAc" alt=""><figcaption></figcaption></figure>

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>

<figure><img src="/files/qU17YxR62R2Jbh4RpqxL" alt=""><figcaption></figcaption></figure>

***

### Phone Number <a href="#checkoutchamptwiliosmssetup-phonenumber" id="checkoutchamptwiliosmssetup-phonenumber"></a>

**To add a&#x20;*****Phone Number*****&#x20;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.

<figure><img src="/files/bEY9vUE6yIow765RIwuF" alt=""><figcaption></figcaption></figure>

**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 <a href="#checkoutchamptwiliosmssetup-messagingservice" id="checkoutchamptwiliosmssetup-messagingservice"></a>

**To Add a&#x20;*****Messaging Service*****&#x20;to your Twilio account, click** [**here**](https://www.twilio.com/console/sms/services)**.**

<figure><img src="/files/qIf31y3XHnyaSOBJkp2W" alt=""><figcaption></figcaption></figure>

* Enter the **Service ID** *"SID"* in the "Sender" field in the Twilio Plugin. **Please see image below:**

<figure><img src="/files/2OOsgPdUhg2HfGGmaPRD" alt=""><figcaption></figcaption></figure>

***

### Add Twilio to a Campaign <a href="#checkoutchamptwiliosmssetup-addtwiliotoacampaign" id="checkoutchamptwiliosmssetup-addtwiliotoacampaign"></a>

**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.&#x20;

**See image Below:**

<figure><img src="/files/JLU4LVfQKRwJGMDrdb4K" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/rMFAGjkoCgg2Bou2Q0um" alt=""><figcaption></figcaption></figure>

#### **Setup and send a SMS Text To Partial Customers** <a href="#checkoutchamptwiliosmssetup-setupandsendasmstexttopartialcustomers" id="checkoutchamptwiliosmssetup-setupandsendasmstexttopartialcustomers"></a>

* Go to **CRM >** *Select* the **Campaign** that the **Partial Customer** is attached to.&#x20;
* 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.

<figure><img src="/files/MW75HB63E8GSct19GkuH" alt=""><figcaption></figcaption></figure>

* *Click* the *Green* **Create** Button to save these settings.

#### **Create, Draft and Edit a SMS Auto-Responder** <a href="#checkoutchamptwiliosmssetup-create-draftandeditasmsauto-responder" id="checkoutchamptwiliosmssetup-create-draftandeditasmsauto-responder"></a>

* Once created *click* on the *Blue* **Edit Icon** located next to the SMS.

<figure><img src="/files/mITxBfFURaorWx8ullzY" alt=""><figcaption></figcaption></figure>

* **Create a Draft.** *Click* the Blue **Update** Button to save.

<figure><img src="/files/oFpzed3mXSt22mASWUZm" alt=""><figcaption></figcaption></figure>

#### **Send a Test SMS** <a href="#checkoutchamptwiliosmssetup-sendatestsms" id="checkoutchamptwiliosmssetup-sendatestsms"></a>

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.

<figure><img src="/files/AUb88dPkuCq503Q4gWhh" alt=""><figcaption></figcaption></figure>


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