Twilio Configuration Guide

Operators should read the SMS Operator Considerations article before enabling SMS for any Client.

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.


SmartWiFI API Token

You must login to your Operator User account and collect the SmartWiFi API Token from the Edit Client page of the Client you intend to configure SMS for.

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.

  1. Login to your Twilio console
  2. Select the account you want to configure
  3. Using the Develop menu to the left, open Messaging > Services
  4. Press the Create Messaging Service button

    If using a 10DLC, edit the Messaging Service connected to your A2P Campaign and skip to step 3 below.

      1. 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
      2. Press the Skip Setup button to land on the Properties page of the Messaging Service
      3. 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

          Copy the number you configure here for use later in the guide.

        • Press the Add Phone Numbers button
      4. 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
  5. Use the Navigation menu in the top left, click on your account name to return to your Twilio Console page
    1. Copy the Account SID and save it for use later in this guide
    2. Copy the Auth Token and save it for use later in this guide
  6. 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.

  1. Login to your Operator dashboard
  2. Use the  navigation panel to the left, open Operator Settings > Add/Edit Client
  3. Press the Edit button to the right of the Client you’re configuring SMS for
  4. On the Edit Client make the following changes
    • Enable SMS: ON
    • : Twilio
    • 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
  5. Press Submit
  6. The Client now has access to the SMS functions in the dashboard

 

Updated on April 19, 2024
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