Integrating with Twilio (SMS)
Thinking of using Twilio?
Depending on your account's country, the Twilio integration may not be visible when you go to Administrator > Integrations. If that's the case, simply drop us a line at firstname.lastname@example.org and we can easily add the Twilio integration to your church's account.
Linking your Twilio account to ChurchSuite is easy and enables churches to send out and receive SMS messages from church members. Unlike TextLocal (which is only available to UK customers), Twilio routes SMS replies sent to your Twilio number to an email address. In order to configure your Twilio integration, you'll first need to create an account with Twilio, by signing up through Twilio.com. It's free to sign up and try out.
Once you've created your account, you'll need to "buy" a Twilio number so that you can send out and receive SMS messages. While your account is in trial mode, it's free to "purchase" a number. Unwanted numbers can be 'released' without charge in trial mode.
Begin by clicking the "Get your Twilio number" button. From the dashboard, scroll down to the "Numbers' section and select Phone Numbers.
On the next page. the Phone Numbers Dashboard, click the red "Get Started"
Click the red "Get your first Twilio phone number" button.
A suggested number is displayed based on your region. You can either "Choose this Number", or select "Search for a different number", which allows you to custom-select a number appropriate to your country and region. Follow the on-screen instructions to complete this. Click "Choose this Number" when you are happy with the suggest phone number. Make sure you choose a number that can send and receive text messages to and from mobile numbers.
Once you've chosen your number, you'll need to copy and paste the API Credentials from your Twilio account into ChurchSuite so that we're able to send out SMS messages on your behalf. Back on the Console Dashboard, note the section with your API credentials (the SID and Token).
Simply copy and paste the Account SID and Auth Token details from the Console Dashboard into the provided fields in ChurchSuite's Twilio Integration ("Administrator" > "Integrations" > "Twilio") and then click the "Save and Proceed" button.
In the next stage (Stage 2), note the "Integration with Twilio..." instructions in the grey shaded box on the left hand side of the screen. Steps 4 to 6 must be repeated for each Twilio number you wish to integrate with - it may therefore be helpful to make a note of the URL in step 5, so that you can easily copy and paste it multiple times if needed.
Follow the 7 steps carefully and precisely. When you are done, tick the "I have completed Twilio integration" button. Instructions will then be provided to allow your settings to be tested.
Follow the testing instructions and click the "Check for message" button. A success message will confirm your settings are entered correctly.
Click "Save and Proceed".
If you have integrated multiple numbers, these will be shown in the drop-down "Default Number" box (see below). Choose which number is to be the default number. The default number can of course be overridden at the point a User is composing an SMS message.
Twilio also support "Friendly Names" (see below). If you have configured 'friendly names' for you Twilio number(s), these will be displayed in the above drop-down 'default number' box, and also on the SMS Compose window when sending an SMS. While it is not possible to assign a User to a Twilio number within ChurchSuite, by using friendly names, Users will be more easily able to identify which Twilio number they should be using.
As shown in the image above, specify one or more authorised users. Authorised users will be able to send SMS text messages within ChurchSuite without the need to enter a Twilio password each time. You can also set up a Twilio 'ChurchSuite' password that you can provide certain users in order for them to be able to send out SMS messages. Non-authorised users will need to enter this password each time they send an SMS.
Click Finish when you have completed Stage 3 of the Integration. You can return to the above screen at any time in the future if you need to change the authorised users or password.
When adding Friendly Names to your Twilio numbers, or buying a new number from within your Twilio control panel, you must open the above Twilio integration page (click 'Edit integration"). Opening the page will force ChurchSuite to re-sync any changes you may have made in your Twilio control panel.
Having completed the Twilio integration successfully, you will now be able to send SMS text messages from within ChurchSuite. Replies will be routed to your designated email address(es). The 'compose' window is shown below.
Changing the Sender ID when sending SMS messages
Please note, not all countries support "Change Sender ID" functionality e.g. North America. In this case, the 'Change' button will not be visible. Further information and a full list of supported countries can be found on the Twilio support website.