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How do I sign up for Twilio and setup the SMS M...

Added: 01/02/2013   |   Updated: 3 Years Ago

Question   How do I sign up for Twilio and setup the SMS Marketing tool?



Answer   
Purchase the SMS Marketing Tool
The first step is to purchase the SMS Marketing tool.  You can request for us to send an invoice or include it with an invoice we are creating.  You can also purchase it yourself in the WMT client admin on the page for your site in the tools section.

Signup for Twilio
After purchasing the SMS Marketing tool go to twilio.com and signup there.

Setup Twilio
Next click here and follow the instructions for setting up your system to use Twilio.

Preload Credits
Next you will want to add SMS credits to your own account, plus to any members that should have SMS credits preloaded (business partners, or if you are giving members free credits to get started). You can do this on the SMS Credit Assign page (/admin/smscreditassign). Also, if you have a Pro system and are giving away free credits to members you will want to go to edit the membership to specify how many credits each membership gets (by default it is set to 0).

Make Twilio Live
When you first setup an account in Twilio your account will be in development mode by default where you are not charged for SMS messages but they can be only sent to your mobile phone and not anyone.  Once you are done testing you will want to go live (turning off development mode) so that you are able to send messages to anyone.

Setup Purchasing of Credits
Last, you will want to setup a way for members to purchase credits.  You can handle this however you want but the most typical method is to setup a resource page with details about it and an order button.  The next most common method is to add the details to the SMS broadcast/autoresponder pages themselves, but normally adding a link there to another page (exa: resource page) is a cleaner approach.  If you also have the External Billing tool you can use it to have it where when a member makes a purchase the credits are automatically assigned to their account.  We also have an API to automatically add credits to a members account but it requires technical knowledge to set it up yourself using the API.

Using SMS Marketing
Click here to read a document explaining how to use the SMS Marketing plugin once it is setup.

NOTE: TWILIO is a 3rd Party Provider and is not related or associated with WMT.  The rates they charge per an SMS message are their fees.





Related Documents

SMS Marketing Tool


SMS Marketing Tool

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RELATED QUESTIONS


Q. Does the software do text message auto-responders?

A. With the SMS Marketing Tool it is possible to do text message (SMS) broadcasting to a cell phone.

Ask For Clarification

Q. How does sms credits work?

A. When logged in as the admin go to "SMS Credit Assign".  Here you will see a list of all of your Members and the ability to modify the amount of credits they have.  You can give Members credits here.  Every time an Member sends a message using the SMS broadcaster a credit is deducted from their account.  If the Member has no credits, then none of their messages are sent.  This allows you to control how many text/voice messages Members can do and prevent them from racking up a large fee from Twilio or Tropo.  If desired, you can setup your own billing outside of the Web Marketing Tool Software and bill your Members for additional credits, but you will need to manually add any credits they purchased.

Ask For Clarification

Q. How much does twilio charge per a text message?

A. At the time of writing this Document
They charged US$0.01 a text, but you should go and see all their prices and policies at twilio.com

NOTE: TWILIO is a 3rd Party Provider and is not related or associated with WMT !

Ask For Clarification

Q. How do you setup a purchase sms credits button with the sms Marketing tool combined with the External Billing tool?

A. External Billing Add Payment Screenshot
1) Setup an external billing product for selling the credits.

2) Add a billing option to the product.



External Billing Add Notify URL Screenshot
3) Edit the Notify URL for the product putting your URL as shown below:
~wmtsystemurl~/admin/smsapi.php?username=~username~&credits=#&apikey=XXXX###

# = Replace # with the amount of credits to add when payment is made
XXXX = Put your API Key from Advanced Features.
yourURL.com = Put your domain name.

4) You can then get the URL or ~~ code to use when when editing billing for placing the button throughout your site.

Ask For Clarification

Q. With the sms Marketing Tool is there a way to code in calls to action?

A. If by calls to action you mean that a member or contact takes an action and then an SMS message is sent to them then yes.  You can either hire us to set it up for you as a support request or if you have someone familiar with php you can do this with a few lines of code.

<?php
include("tools/Telecom.php");

$message = "Example SMS Message";
$cellNumber = "555-555-5555";
$memberAID =  1;

$myMember = new Member();
$myMember->loadMember($memberAID);

Telecom::addSMS($message, $cellNumber, $myMember, time());
?>

The standard member ~~ variables are converted when the actual message is sent.

Ask For Clarification

Q. How does the text feature under "Send Members a Text Message" work?
Q. Where do I add credits to members for sms texts and voice broadcasts?
Q. Why is Google voice saying I reached the limit and it is not sending the sms notification?
Q. Does sms notifications work with the software and how does it to work?
Q. How much does the sms marketing tool cost, and who has access to the texting? All members or just the administrators of the system?
Q. What countries can members receive text messages (sms) in?
Q. How do we setup an sms notification once a contact reaches a specific contact score?
Q. Is there a way to add something to the Admin Calendar that automatically adds to EVERY members calendar so that if they set up sms notifications they will get notifications when I add something to the calendar?



Question Keywords: twilio, sms autoresponder



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