This article covers connecting a Marketing 4 WiFi Client to an Twilio account so the Client User can utilize the SMS features in the dashboard.
Twilio Console configuration
This portion of the guide assumes you already have a Twilio account with an active number registered to the business of the Client you’re configuring.
- Login to your Twilio console
- Select the account you want to configure
- Using the Develop menu to the left, open Messaging > Services
- Press the Create Messaging Service button
- Messaging Service Setup Step 1-
- Messaging Service friendly name: SmartWiFi (or whatever you wish)
- Select what you want to use Messaging for: Not listed here
- Press the Create Messaging Service button
- Press the Skip Setup button to land on the Properties page of the Messaging Service
- Use the menu to the left to navigate to the Sender Pool page of the SmartWiFi service
- Press the Add Senders button
- Select your Sender type and press the Continue button
- Select the number you’re configuring for this Client
- Press the Add Phone Numbers button
- Use the menu to the left to navigate to the Integration page of the SmartWiFi service
- On the Integration page, under the Incoming Messages section select the option for Send a Webhook
- Request URL Type: HTTP Post
- Request URL: Use the correct URL for your environment replacing <token> with the SmartWiFi Token collected at the beginning of this guide.
- Press Save
- Messaging Service Setup Step 1-
- Use the Navigation menu in the top left, click on your account name to return to your Twilio Console page
- Copy the Account SID and save it for use later in this guide
- Copy the Auth Token and save it for use later in this guide
- This concludes the Twilio Console configuration portion of the guide
Marketing 4 WiFi Dashboard configuration
You should have your Twilio Account SID, Twilio Auth Token, and Twilio SMS-enabled number after completing the steps above in this guide.
- Login to your Operator dashboard
- Use the navigation panel to the left, open Operator Settings > Add/Edit Client
- Press the Edit button to the right of the Client you’re configuring SMS for
- On the Edit Client make the following changes
- Enable SMS: ON
- Twilio Account SID: Enter the value collected in step 5.1 of the Twilio Console configuration
- Twilio Auth Token: Enter the value collected in step 5.2 of the Twilio Console configuration
- Twilio Phone Number: Enter the value collected in step 4.3 of the Twilio Console configuration
- Enter the values collected previously in this guide during the Twilio Console configuration
- Press Submit
- The Client now has access to the SMS functions in the dashboard