Once you've Registered for a Twilio account, you can now connect it to FrontlineCloud with only a few key pieces of information.
Connecting your account is fairly easy. We've outlined the step-by-step process, with screenshots, below. You will need the following infomation to set up the connection.
- Your account SID: This tells Twilio which account you are trying to connect to FronlineCloud.
- Your Auth Token: This identifies you as the account owner.
- Your Twilio phone number: If you need to find it again, or register more numbers, you can select 'numbers' from the top of the screen and find all numbers registered to your account.
Step 1: Log into Twilio to get the above information
This information is hidden from your dashboard. To view, click on the link ' Show API Credentials' on the top right side of the page. You will need to copy the details within the red highlight boxes on the screenshot below and paste to the Twilio connection page as indicated in step 4 below.
Step 2: Navigate to the Settings menu in your FrontlineCloud workspace and click on Connections.
Step 3: Click on 'connect to a mobile network', then select 'Twilio' from the options on the connections selector.
Step 4: Add your account information in the window that opens next as shown below and save.
Your Twilio connection will be created on FrontlineCloud with a green status light next to it. . You can rename it to whatever you like (e.g. Bob's Twilio Connection). It is often a good idea to add the associated phone number to the name of the connection as this will help all the Frontline administrators to understand where their SMSs are being sent from e.g. US Twilio +1 (555) 123 8899
Ensure that the connection is 'checked' in the routing rules section to enable you to send and receive SMS.
Note: When pasting the SID, some users experience additional spaces being added to the front of their alphanumeric SID. You won't be able to see this when you paste, so you'll have to move your cursor all the way to the beginning of the SID and make sure you delete any extra spaces.Your phone number should be in an international format, with no additional spaces, dots or dashes. See example below.