Twilio SMS Settings

SMS with ClickDimensions allows you to send marketing text messages to your Leads, Contacts, and/or Accounts via integration with your Twilio account. You'll need your Twilio account information to configure the SMS settings and begin sending text messages. All charges for SMS messages are paid by you directly to Twilio. To find out what countries Twilio services see their page here. 

Getting Started

Before you start setting up your connector, please review the following to ensure that your Twilio account and CRM are ready to use the connector.

1. Your company must have a paid Twilio Account in order to use this ClickDimensions SMS feature. Twilio is the service that will be sending your text messages. Trial accounts will not allow the API calls that our connector makes.
2. Twilio has informed us that they are no longer able to send to US numbers from international numbers. In other words, if a Twilio connector is set up using a non-US phone number, it will not be able to send SMS messages to recipients with US phone numbers.
3. If your CRM is installed on-premise and your firewall is restricting access from outside applications, you will need to ensure that the IP addresses listed in this article are permitted access through the firewall to your CRM server. SMS will not work if the SMS IP address listed in the article cannot connect to your CRM.

Navigate to Connectors

Go to Settings & Support > ClickDimensions Settings.

Choose Connectors.

Choose Add Connector.

Then choose Twilio.

The Text Message Settings window is where you are going to be establishing which fields you want to use as the mobile number fields in your Lead, Contact, and Account records and entering the necessary account information in order to send Text Messages.

Mobile Number Fields

In the Mobile Number Fields section, you will specify which fields in your Lead, Contact, and Account records contain the phone number you want to send the text messages to. As you can see in the example below, we have selected the standard CRM Mobile Phone field for Leads and Contacts and Telephone 3 field for Accounts. These are fields that are already in your CRM records. Also, it is important to remove any dashes and parentheses from the selected phone field to ensure that the number is in the correct format to prevent issues when sending.

Country Code

As for the Country Code field, select your country code from the drop down menu. You must have a country code in order to send Text Messages. When your Country Code field is set to 'World-Wide', then a plus sign (+) and the appropriate country code will need to be included directly within the recipient's phone field in order to send properly. In the event that a phone number in your CRM field does not have a country code at the beginning of the number and your Country Code is not set to 'World-Wide', we will append the selected code here to that number. If the phone number you are sending the text message to has a country code already in that field in CRM, then we will not append the selected country code to the number.  The plus sign (+) appended to the beginning of the phone number will be the indication that a country code is appended to the number.

For example, this phone number in the Mobile Phone field does not contain a country code. This means the specified Country Code (in this example, United States is +1) will appended to the number when the text message is sent. So, the resulting phone number will be +11112223333.

In another example, the phone number entered in the Mobile Phone field already contains a Country Code - United Kingdom (+44). Even though the Text Message settings specify that the country code is for the United States (+1), we will not append the United States code to this phone number, because it already contains a Country Code (this is contingent upon the + in the field). The text message will be sent to +445556667777.

Click Save under the Country Code field to save any changes in the Mobile Number Fields section.

Twilio Account Settings

NOTE: Your company must have a Twilio Account in order to use this ClickDimensions SMS feature. Twilio is the service that will be sending your text messages.

To create your Twilio account, click on the 'To create Twilio account, click here'. This will take you to the Twilio home page where you can click a button called Get Started.

If you need additional resources to help you create your Twilio account, you can also go to Twilio's help page. Once you have established your login credentials, enter that information into the respective fields under the Twilio Account section. The Account SID and the Authorization Token, are found on the Twilio dashboard.

When you create your account, Twilio will give you a number that will be used to send text messages. Enter that phone number in the Long Number field (do not include the +), be sure to include the country code.

NOTE: All SMS connectors offered by ClickDimensions are environment-exclusive, which means the long number incorporated with the connector settings will need to be unique for that particular environment; if you have multiple CRM environments each with an SMS connector, each will require a different long number. If you attempt to create a Twilio connector in another CRM environment using the same number, the following error message will be displayed: The long number is already being used in another Dynamics environment. Please enter a different long number.

You must enter the username, password, and long number to send text messages. The Short Code is an optional additional cost that sends messages at a rate of 30 per second versus the Long Code which sends 1 per second. More on that on Twilio's site here.

NOTE: You must establish a paid Twilio account. Trial accounts will not allow the API calls that our connector makes.

Click Save at the bottom of the Twilio Account Settings section to save any changes made in that section. Once everything is entered correctly, you are now ready to send text messages. Learn how to Send Bulk Text Messages or Send Individual Text Messages.

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