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Kartra Campaign Integration: SMS Gateway: Twilio

Kartra.com

The system is set up to accept Twilio for SMS Messaging. You can sign up here: https://www.twilio.com/try-twilio

By integrating Twilio with Kartra notifications, you can send SMS Text and Voice Messages to those who want to get updates via their phone.

 


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Create an Account With Twilio

Create a Twilio Account at https://www.twilio.com/try-twilio

Complete the required fields: name, email and password.

Click the "Get Started" button.

 

Verify you are human by sending yourself a verification code.

This will create a trial account that will only send messages to verified numbers in specific countries.

 

Get a Phone Number

Go to: https://www.twilio.com/console/phone-numbers/getting-started.

You'll see a large red button (see below) that says, "Get Your First Twilio Number."

 

 

This opens a pop up that will offer a phone number. You can either accept that number or choose a different one. You will need this number to integrate with Kartra. 

 


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Gathering the Integration Information

To Integrate with Kartra, you need three pieces of information.

To get this information, go to the Twilio.com/console.

Twilio Account SID

Under your Console Dashboard you will see the Twilio Account SID. Copy this code  (Marked #1 Below).

Twilio Auth token

Your Twilio Auth Token is hidden. To see the code press the "eye" icon, then copy it (Marked #2 Below).

Twilio phone number

Click the # Phone numbers section to go to the phone number page (Marked #3 Below), or go to Twilio.com/console/phone-numbers/incoming

 


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Get Your Phone Number

On the this page: Twilio.com/console/phone-numbers/incoming, you should see the phone number (Marked #2 Below).

If you don't see it, be sure you are on "Active Numbers" (Marked #1 Below) and be sure to have a phone number.

 

 


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Adding the Twilio Integration to Kartra

On the left side click Communications (Marked #1 Below). 

From the top menu, click Integrations.(Marked #2 Below).

If you need to edit a setting, click the pencil beside it (Marked #3 Below).

If you are adding a gateway, click the Green "SMS GW" button, on the bottom right (Marked #4 Below).

 

When the popup opens, you'll see New Gateway.

Add a name to your Gateway for your purposes. 

Click the Twilio logo.

 

 


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Adding Your Twilio

Now you'll need to add your Twilio information.

Twilio Information

Your Twilio Account SID (Marked #1 Below), Your Twilio Auth Token (Marked #2 Below).

Phone Number

Be sure to click the drop down to pick your country code.  Then enter your Twilio Phone Number (Marked #3 Below).

Test

To finish your setup, send yourself a test message by filling out your phone number and pressing "Test" (Marked #4 Below).

Be sure to click "Create" at the top of the popup (See in Image Above).

NOTE: If the Create Button is not Green, confirm you have given your SMS Gateway a name.

 


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