Information for: DEVELOPERS   PARTNERS

Twilio plugin setup

Campaign Studio allows you to leverage the Twilio platform to send SMS text messages. You can use Twilio to send marketing related text messages to your users.

Integrating Campaign Studio with Twilio involves the following steps:

  1. Creating an account in Twilio
  2. Configuring Twilio application in Campaign Studio

Creating an account in Twilio

In order to use Campaign Studio with Twilio, you must have a Twilio account. If you don’t have an existing account, create a new one.

To create a Twilio account:

  1. Log in to twilio.com. For more information, see Twilio documentation.
  2. Enter the required information to navigate to the Dashboard page.
  3. If you want a trial phone number, click Get a Trial Number. Such a phone number provides virtual presence on the telecommunications network. For more information, see Twilio blog.
  4. Copy the values for ACCOUNT SID and AUTH TOKEN.

Configuring Twilio application in Campaign Studio

To configure the Twilio application in Campaign Studio:

  1. Sign in to your Campaign Studio account.

  2. Click the Settings icon on the top right corner and select Plugins.

  3. Click the Twilio plugin.

    Campaign Studio Twilio plugin page

  4. Under the Enabled/Auth section, set the Published option to Yes and paste the values for Account SID and Auth Token. You can get these values from the Dashboard page in Twilio. For more information, see Creating an account in Twilio.

    Campaign Studio Twilio enabled/auth page

  5. Under the Features section, specify the following information:

    1. In Sending Phone Number, specify the phone number that you want to use to send text messages to your customers. If you don’t have such a number handy, you can use the trial number provided by Twilio. For more information, see Creating an account in Twilio.
    2. To enable or disable click tracking, set the DIsable click tracking toggle option to No or Yes respectively.
    3. In Do not send text message more than, specify the maximum number of text messages that you want to send to your customers on a day and select the time parameter in each to either day, week, or month.

    Campaign Studio Twilio features page

  6. Click Save & Close.

    This completes the integration of Campaign Studio with Twilio.

Now, you’re ready to send text messages. For more information, see Text Messages.