Summary

Use Twilio to send SMS and MMS messages. Twilio SMS can be used as a Burst destination, Memo destination, and target for Action notifications.


Twilio requires campaign and brand registrations. Contact InfoSol for guidance on completing registrations.


Requirements

  • Twilio: A Twilio account is required. 
  • Twilio Message Service: One or more Twilio message services for use in InfoBurst. The message service must be dedicated to InfoBurst. 
  • Twilio Callback URL: Twilio requires the ability to call the InfoBurst server with message and recipient status. A DNS record must be established which resolves to the InfoBurst server using the SMSServicePort described below. The port must be accessible via the internet to enable Twilio callbacks.
  • SSL: Twilio requires the Callback URL that uses HTTPS. SSL must be enabled in InfoBurst.


Configuration

Select System > Configuration > Category:Twilio and complete the following configurations:

  • TwilioAccountSID: Enter the Twilio account SID
  • TwilioAuthToken: Enter the Twilio authentication token
  • SMSServicePort: Windows server port to be exposed to the internet for Twilio callbacks. Port number can be customized.
  • SMSPublicCallbackURL: Enter a URL that is reachable from the internet and resolves to the InfoBurst server on the SMSServicePort.
  • TwilioMessagePrefix: Prefix of all messages sent by InfoBurst. Update prefix to match your brand.
  • TwilioWelcomeMessage: Message sent first time a recipient receives a message from InfoBurst.


Select TwilioAccountSID then Test Twillio Configuration to validate configuration settings and retrieve available message service(s).


Message Service(s)

A message service is the number from which an InfoBurst SMS message originates.

  • TwilioMessageServices: Displays a list of available message services. Select Sync to update messages services. To establish a default message service, select a message service then select Set as Default.
  • TwilioDefaultMessageService: Displays default message service


Users and SMS Status


Users

For purposes of tracking and auditing, a Twilio SMS recipient must have an InfoBurst user account. To send a message to an existing InfoBurst user, the user must have a valid phone number configured in their user profile. If a phone number is provided that does not correspond to an existing InfoBurst user, then an InfoBurst user account of type Recipient will be automatically created when first message is sent.


SMS Status

SMS Status is available under System > Users > User > SMS Details > SMS Status. A user's status is Opted-In if they have received a message from InfoBurst. If the user replies STOP to a message, then their status will change to Opted-Out which means they can no longer receive a message from InfoBurst.


Reporting

The following Discover reports are available (System > Discover > Category:System) for Twilio SMS auditing:

  • Twilio SMS Messages Sent: List of messages sent per user
  • Twilio SMS Opt-In Users: List of users with Opted-In status
  • Twilio SMS Opt-Out Users: List of users with Opted-Out status