SMS Setup

Create Twilio account

This section provides:

Create Twilio account

  1. Navigate to Twilio site - https://www.twilio.com/try-twilio
  2. Create your free twilio account by filling required fields

Figure 1: CREATE TWILIO ACCOUNT

  1. Verification form is shown with button Verify. Click Verity and follow the instructions.
    • Verification email has sent.
  2. Open received email with subject “Verify your email”. Click on the link Confirm Your Email.
  3. Log in by email and password of created Twilio account. Verify by following the instructions.
    • Verify Email has passed

Figure 2: Twilio free account - enter and verify you phone

  1. User is prompted to enter the phone number.
    • Verification code is sent as SMS
  2. Enter the code and finish verification

Configure SMS media type

Configure SMS Media Type with Twilio account SID and Token

Get the twilio account SID and Token

  1. Loging in Twilio with your account
    • Twilio account dashboard is opened

Figure 3: Twilio account SID and AUTH TOKEN

  1. Copy the Account SID and Auth Token.

Configure Upkip SMS Media Type SID and Token

  1. Log with user administrator in Upkip Administration
  2. Select menu Notification servers/Media Types
    • The fields for SMS have to be configured.

Figure 4: Notification server - Media Types

Figure 5: Notification server - SMS Media Type

  1. Copy from Twilio account SID (1) and paste in the Upkip String identifier (SID) (1) field
  2. Copy from Twilio account Auth Token (2) and paste in the Upkip Token (2) field.

Configure SMS Media Type with Twilio phone number

Get a Twilio phone number

  1. Go back to your Twilio account dashboard and Step1: Get a Twilio trial phone number.

Figure 5: Twilio account - get a phone number

  1. Click the button Get a trial phone number

Figure 6: Twilio account - choose a phone number

  1. Click Choose this Number
    • You get the number

Figure 7: Twilio account - a phone number received

Configure Upkip Administration SMS Media Type phone number

  1. Go back to Upkip Administration Notification Server/Media Type SMS
  2. Copy the received number from twilio (e.g. +17745385034)
  3. Paste the number in the Sender phone field (3)
    • Sender phone is configured.

Configure SMS Media Type with Twilio Messaging service SID

Get a Twilio messaging service SID

  1. Go back to your Twilio account dashboard
  2. Go to Twilio documentation Messaging Services - https://www.twilio.com/docs/messaging/services

There is described how to configure messaging service’s. This is possible through Console or using the REST API.

Figure 9: Twilio Help - Send a message with a messaging service

  1. Receive the messaging service ID (SID) by using some of the given examples.
  2. From Twilio account dashboard select menu Programmable messaging

Figure 10: Twilio account dashboard - Select Programable messaging

  1. Programable Messaging Dashboard is opened.

Figure 11: Twilio account - Programable messaging dashboard

  1. Click on Messaging service
    • Messaging Services page is opened. Click button Create Messaging Service.

Figure 12: Twilio account - Messaging services

  1. Create messaging service by filling the service name and messaging service use case and click Create.

Figure 13: Twilio account - Create Messaging services

  1. Follow the wizard to finish Message service creating.
  2. Select agin menu Messaging services and open Messaging Services page.
    • Messaging service is created and visible by Name and SID.

Figure 14: Twilio account - Created Messaging service with Name and SID

  1. Copy the Messsaging service SID

Configure Upkip Messaging service SID

  1. Go back to Upkip Administration Notification Server/Media Type SMS
  2. Type in the field Use Message Service: True
  3. Type in the field Message Service SID the SID of created Messaging service.
  4. Click Update to update/save the SMS Media Type data.