Using this feature will require that you have an account with Twilio.
What is Twilio?
Setting It Up:
1) Go to Orders -> Setup
2) Click on the Twilio Tab
3) Fill in information. All three fields are required.
"Where do I find these three fields?"
How a contact/User receives texts
In order for a contact/user to get texts, they must have two things:
- Texts cannot be sent to contacts unless the contact has opted in for them. The custom field code "RECEIVE_SMS" with a description of "Receive Text Notifications" needs to be set to true. It is a checkbox and was created when the Twilio fields were set up in Orders -> Setup. This can be added to the My Accountpage.
- They must have a valid phone number with description "cell", "mobile" or "text"
Text Message Content
Text message content comes from Contacts -> Email -> Text Messages. The code needs to be the same as the code of the email that is sent as the notification.