Twilio SMS setup
Follow these instructions to configure and send Twilio SMS messages using HoodEngage.
Requirements
- Access to an SMS service provider Twilio.
- Acquired phone number(s) provided by Twilio with sufficient credit to send messages.
Step-by-Step setup guide
Step 1. Create a new SMS configuration
In your HoodEngage dashboard, navigate to HoodEngage Settings > SMS in the top right corner.
SMS setup location in the navigation
Here, you can see the overview of all your SMS configurations.
SMS setup overview
Click on any existing SMS configuration to edit its details.
To set configuration as default, click on the Set as default button next to it.
SMS config set default
Setting a configuration as default means that this configuration will appear first as an option when sending SMS in Campaigns.
Add new SMS configuration
Click on Add SMS Configuration in the top right corner.
Add SMS configuration
Enter the configuration name in the name field, and toggle the status to be active.
Then select Twilio as the SMS provider.
Step 2. Specify the Twilio Authorization Details
Once you have clicked on the Twilio as provider, the system will require Twilio Account SID as well as Twilio Auth Token to be provided and validated.
Enter your SMS provider’s Account SID and Auth Token details. Both Account SID and Auth Token are located on your Twilio dashboard.
Twilio account details
Ensure the SMS provider account has enough credit to send messages.
Click on the Validate button in the bottom right corner to authenticate the configuration.
Twilio validate button
After successful authentication, select the default number provided by the SMS provider.
Choose the phone country code and specify the phone number to send a test SMS.
Twilio send test SMS
- Upon successful receipt of the test SMS, complete the configuration by clicking the Confirm button in the bottom right corner.