coreFORCE - Integrations: How to Setup Twilio Integration on coreFORCE
coreFORCE Advanced and Enterprise Only
Using this feature will require that you have an account with Twilio
Setting It Up:
Go to Orders -> Setup
Click on the Twilio Tab
Fill in information. All three fields are required.
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 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.
Using this feature will require that you have an account with Twilio
Setting It Up:
Go to Orders -> Setup
Click on the Twilio Tab
Fill in information. All three fields are required.
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 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.
Updated on: 07/06/2024
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