![]() Next, replace the " xxxx" in that URL with your cell phone number starting with a 1 followed by the phone number, and please avoid including any spaces or dashes. In the messaging area, please remove the demo URL from the field to the right of " A Message comes in" and the Webhook dropdown: So back in Twilio (you should still be on the screen where the phone number displays) scroll down further until you get to the " Messaging" area: But that takes too much time, so we have a nice alternative. By default, if you send a text message to someone and they reply, it ends up in Twilio, so normally you would have to log into Twilio every day to check your replies. Make sure to click " Update" in The Customer Factor as shown above so that everything you copied from Twilio is saved. ![]() Tick the agreement checkbox and continue by clicking the "Buy +1 xxx xxx xxxx" button, as shown above.Ĭlick the " Configure +1 xxx xxx xxxx" button and you'll end up on the " Configure" page where you can copy the phone number you see here:Īnd paste it into the phone field in The Customer Factor ( Text Message Automation screen ) as shown below. It's just for sending text messages from:Īfter clicking the " Buy" button, a small window will appear. Again, it will not be a number that you'll be communicating back and forth with. Eventually, you'll find a phone number that looks good to you. ![]() Several results will display, but If you don't like any of them you can click " Refresh Results" at the bottom of the screen and you'll see another bunch of phone numbers. First, enter your area code into the " Search by digits or phrases" field and click " Search". Let's say you would like to search for a better phone number, not just a random phone number. So back in Twilio, click on what you see here: Keep in mind that the sending phone number will be a number you get from Twilio, so it will NOT be your phone number. That will take you to the main dashboard:Ĭlick the icons shown above to copy the entire " Account SID" and " Auth Token" then paste them into the Account SID/Auth Token fields in The Customer Factor ( Text Message Automation screen ).Īfter doing this head back to Twilio and get a phone number. You will then arrive at this page and all you have to do is select the following options shown below and click the " G et Started with Twilio" button to proceed to the main dashboard. Enter the verification code that you received via SMS then click " Submit" to continue. Select the country where you at to auto-populate the area code and insert your phone number then hit " Verify". The next verification step is through your phone number. Simply click the attached link from the email then log in to your account to continue. On the next screen, you'll be asked to check the email that they've sent to verify your account. We use a company called Twilio that does all of the sending of text messages from within The Customer Factor, so below are the various steps to get set up with Twilio so you start communicating with your customers with text messages.įirst, please visit Twilio and click the " Signup" button at the top right:Įnter all required information in each field as shown below (e.g First/Last Name, Email address, and 16+ Character PW) then tick the " Twilio Terms of Services" checkbox before clicking the " Start your free trial" button.
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