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Creating a Twilio connection in Ometria for SMS

Louise
  • Updated

This page explains how to get started with your Twilio connection to enable SMS automation campaigns in Ometria. 

You can also send SMS directly from Ometria - see Getting started with SMS.

See also: Sending SMS from a brand name with Twilio

Before you begin

First, contact your customer success manager to discuss your contract with Ometria and how to get started with sending SMS.

Review SMS automation campaigns overview and Preparing your contacts database for SMS.

Once you’re ready, you’ll need to set up an account with our SMS partner, Twilio, and buy a phone number from them. 

This will be your ‘from’ number when sending SMS campaigns.

You’ll need to set up both a live account and a test account in Twilio for testing and previewing your SMS automation campaigns. 

Note: Make sure to purchase a number for the correct region (e.g. UK or US, depending on your location). If you want to send to multiple countries (e.g. UK and US), you need to buy multiple phone numbers and use Twilio’s messaging service.

You will need your auth token and account SID for both your live and test accounts in Twilio:

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Setup steps

In Ometria, go to Settings and select the Connections tab:

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Click Add new connection, then select Twilio:

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The Create new Twilio connection window displays:

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Field

Description

Connection title

Enter a name for your connection, e.g. ‘SMS Twilio’.

Account SID

Enter the account SID for your Twilio live account.

Auth token

Enter your auth token for your Twilio live account.

Account SID (test account)

Enter the account SID for your Twilio test account.

Auth Token (test account)

Enter the auth token for your Twilio test account.

Once you’ve completed all the fields, click Connect.

Ometria fetches your number from Twilio and activates your connection:

Screenshot_2020-08-05_at_10.26.05.png

This window lists all of the numbers and messaging services you have bought from Twilio. We recommend that you select the messaging service you added your alphanumeric ID to from the Send from dropdown. 

You can also see the friendly from ‘Name’ your contacts will see when they receive your SMS - Ometria pulls this from the information in your Twilio account. 

If any further changes happen in your Twilio account, e.g. you’ve purchased a new number or changed your default number, click Update.

You can remove the connection at any time by clicking Delete connection.

Next steps

Now you've set up your connection with Twilio, see Managing SMS marketing preferences.

After that, you can start creating SMS automation campaigns.

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