Twilio for SMS

Twilio is used for SMS operator notifications, phone number collection for compliance, and 1-confirmation redemptions on cash-out transactions.

You'll need to configure Twilio if you're offering cash-out or any compliance options.

Creating an account

To configure, first sign up for a Twilio account.

During signup, you'll verify your email address and personal phone number. (This won't be the number used for sending, rather, you'll obtain a new number through Twilio dedicated to outgoing messages.)

Create a project

Once verified, you can skip the intro and jump straight to your dashboard. Click 'Create a project'. Then click the 'Products' category and choose 'Programmable SMS'.

You'll be prompted to name your project and invite any teammates (which you can skip). You'll then end up at the Dashboard.

Upgrade your account

⚠️ IMPORTANT: In order for your machine to send SMS messages to your customers, you'll need to upgrade your account by adding your company address, billing address, payment information, initial funds, and turning on automatic recharges.

Click the blue 'Upgrade Project' button and follow the instructions.

Obtaining a number

Once upgraded, obtain a Twilio phone number. Within the 'SMS / Learn & Build / Build' panel, click 'Get a number'. Ensure that you choose a number that is listed as capable of SMS (not all are).

Take note of this number for later.

Geo Permissions

⚠️ IMPORTANT: Enable Geo Permissions for any and all countries you expect your customers' numbers to be primarily from. This allows SMS messages to be sent to them.

Phone numbers in countries that are unchecked will not be able to receive confirmation codes.

Obtaining credentials

Within Twilio's 'General Settings', copy down the 'Account SID' and 'Auth Token' from the 'LIVE Credentials' box (not the 'TEST Credentials').

Entering credentials

Enter the credentials in the Twilio panel of the admin under 'Third party services'.

The From number (Twilio number) is the phone number you purchased from Twilio.

The To number (Notifications number), is your personal number for when/if you enable SMS notification.

Both must be filled in, and in international format (+, followed by the country code, followed by the number).

Next steps

See this artlce to enable SMS notifications.

See this article to configure SMS compliance.

See this article to configure SMS for cash-out.