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Integrating Twilio SMS

Integrating Twilio SMS

Integrating with Twilio SMS gateway has two parts to it:

  • Obtain your Account SID, Auth Token, and Phone Number from the Twilio dashboard
  • Enter this info into Zappter to complete the integration
  • Finally, enabling and configuring your transactional SMS texts
Obtaining your Twilio  Account SID, Auth Token, and the Phone Number:
1.  When you create a new account or subaccount, Twilio generates an Account SID and Auth token for that account. You can find these API credentials on the account dashboard.
 
 

Image source: twilio.com
2. Note down or copy this info and the Phone Number is the number associated with your sim.
Entering Twilio  Account SID, Auth Token, and the Phone Number in Zappter:
1. Admin > Settings > Twilio. 'General' tab opens by default.
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2. Enter the info you noted or copied in the above phase and save the changes.
Configuring your app's transactional messages:
1. Admin > Settings > Twilio. Move to the 'Canceled' tab and enable sending cancellation SMS on users orders. Change the default texts as mentioned below if you want to customize your text, and save the change on each tab or when you're done with all the tabs.
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  • Title when cancelling an order: SMS message title when order is canceled
  • Text when cancelling an order:  SMS message description when order is canceled 
2. Move to the 'Pending' tab and enable sending an SMS message when and for whatever the reason the order is being marked as 'Pending' in the workstation.  Change the default texts as mentioned below if you want to customize your text, and save the change on each tab or when you're done with all the tabs. 
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  • Title when setting to pending: SMS message title when an order is put to pending status through a workstation user.
  • Text when setting to pending:  SMS message description when an order is put to pending status through a workstation user. 
3. Move to the 'Updated' tab and enable sending an SMS message whenever an order has been changed by an employee.  Change the default texts as mentioned below if you want to customize your text, and save the change on each tab or when you're done with all the tabs. 
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  • Title when updated: SMS message title whenever an order is changed 
  • Text when updated: SMS message description whenever an order is changed 
4. Move to the 'Completed' tab and enable sending an SMS message when the order is complete.  Change the default texts as mentioned below if you want to customize your text, and save the changes.
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  • Title when completing: SMS message title whenever an order is completed
  • Text when completing: SMS message description whenever an order is completed 
4. Save the changes if you haven't saved on each tab.
Twilio SMS Gateway