How to Setup Twilio Integration on coreFORCE

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.
  • Adding Custom Fields to My Account Page
• 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.