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ActiveCampaign's Twilio app lets you send SMS messages to contacts using the "Send SMS Message using Twilio" automation action. You may want to use this action if you wish to send SMS messages to contacts in an automation.
Take note
- This integration requires a paid Twilio account and access to automations in ActiveCampaign
- Trial accounts with Twilio should only be used for testing purposes. If you're using a Twilio trial account to test this integration, the SMS message will include the following sentence: "Sent from your trial Twilio account"
- You can use more than one Twilio account, subaccount, project, and "From" phone number with this integration
- You can only use one Twilio account, project, and phone number per Twilio automation action
- The "Send SMS Message using Twilio" automation action sends outbound messages only. For tracking, replies, reporting, and billing, please refer to your Twilio account
- The "Send SMS Message using Twilio" automation action uses the "From" phone number managed in your Twilio account to send SMS messages
- Messages sent using this automation action have a 1600-character limit. This includes field values for any personalization tags you use in the message. Messages containing more than 1600 characters are not sent to contacts
- Depending on your plan, you can personalize messages with contact, deal, account, and custom object fields
- Messages sent with this automation action will be sent to contacts who (1) reach this step in your automation and (2) have a mobile phone number stored in the standard ActiveCampaign phone number field
How the Twilio app works
Once you add the "Send an SMS message using Twilio" action to your automation, a prompt will walk you through the following configuration steps:
- Connect to your Twilio account
- Select a Twilio Project and phone number or use the Messaging Service. This service sends SMS to the best number from a pool of contact numbers
- Type the SMS message you want contacts to receive
As contacts move through this action in your automation, we'll send them the SMS message you created. This message will come from the Twilio phone number you selected during the integration setup.
Add and configure the "Send SMS Message using Twilio" action in your automation
1. From your automation, click "CX Apps" in the right menu.
2. Click the "Send SMS Message using Twilio" action and drag it to your automation.
3. A "Send SMS Message" modal will open. Type your Twilio Account SID and Auth Token into the fields provided. Then click the "Connect" button.
Learn how to find your Auth Token in Twilio.
4. On the next screen, click the "Project" dropdown and click the Twilio Project you wish to work with.
5. On the same screen, click the "Phone number" dropdown and click the phone number you wish to send SMS messages from.
As a reminder, this phone number is managed in your Twilio account. You can also create and select a pool of phone numbers to send an SMS message from using the Twilio Messaging Service. Then Twilio will choose the best number to send a message from based on the location (area code) of the SMS recipient.
6. Scroll down the same screen. You'll see an "Enter Message" box. Type the SMS message you wish to send to each contact who reaches this step in your automation.
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Click the "Personalize" icon
in the bottom right corner, then either type to search or click the section dropdown to choose and insert personalization tags into your message
- All SMS messages sent with this automation action have a 1600-character limit. This includes field values for any personalization tags you use in the message
7. Click the "Finish" button.
The "Send SMS Message using Twilio" action will be added to your automation:
In addition, Twilio will appear under "Connected Apps" in your ActiveCampaign account.
As contacts reach this step in your automation, we'll send them your SMS message.
View logs for processed SMS messages
The "View Logs" page in your ActiveCampaign account shows successful and failed attempts at processing an SMS message with the Twilio integration. You can filter these logs by integration, account, and type by clicking the dropdown fields that appear at the top of the page.
To view logs for processed SMS messages sent with the Twilio integration:
1. Click "Apps" in the left menu.
2. Click the "Connected Apps" option.
3. Click the Twilio app.
4. Click the "View Logs" button.
Disconnect your Twilio account from ActiveCampaign
You can disconnect your Twilio account from ActiveCampaign. When your Twilio account is disconnected, we'll no longer send SMS messages to contacts on your behalf.
1. Click "Apps" in the left menu.
2. Click "Connected Apps."
3. Click the "Twilio" app.
4. Click the "Disconnect" button.
5. A confirmation dialog box will appear. Click the "Disconnect" button.
Your Twilio account will be disconnected from ActiveCampaign. A confirmation message will appear at the top of the Twilio app page.