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Written by Support
Updated over a week ago

To set up Twilio as a notification provider, you must first create an account with the notification provider that you have selected. Log onto the notification provider website (in this case, Twilio) and follow their directions to get the API credentials that you will use to input into the platform. For information on how to set that up click here

To configure Twilio into your instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = Notifications and select Twilio from the drop down. Fill out the required parameters which are outlined below and click “Save”.

For more information on this Notification provider click here

Now a new window will open up asking you for the following parameters:

Alias – Create an alias for internal purposes only. This alias will help you organize among multiple providers in the future since you may have multiple MailChimp accounts within our system.

Account ID – This is provided by Twilio.
Do Not Send After - This is an hourly time you provide (SMS's won't be sent after this time).
Do Not Send Before - This is an hourly time you provide (SMS's won't be sent before this time).

From here you can click Save and navigate over to Settings>Email Notifications. You can then navigate to the Email Templates tab and Add a new Email template of the type of your choosing. Once you've configured your template or selected an existing one, you can adjust the SMS body with the available tokens provided:

After saving, you can then navigate to the Email Triggers tab and setup a new trigger using the Twilio SMS account configured earlier as the SMS Provider:

Once saved, you will be able to assign the trigger to the appropriate products by clicking on the the ellipsis shown below:

The last step to completing this setup is to implement the "opt-in" method on your front end so that our platform has knowledge as to who are eligible to receive the notifications. Method provided below, full API docs can be found


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