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Setting up Twilio integration

Are you looking to step up your interaction with customers? Looking to automate communication using SMS, to provide special deals for your customers and retain existing ones in a dynamic way? Twilio app might be just what you need.

What is Twilio?

Twilio is a communication application used to communicate dynamically with customers in order to simplify the process for store owners.

On Subbly, it can be used to send text messages to your customers upon certain triggers in order to have a more direct approach when communicating.

You can read more about this and check the pricing for this application by clicking here.

How to set up Twilio?

Since Twilio works dynamically by sending text messages, in order for the process to work, it would need to be set up using the Automations actions.

Before setting up automations, you will need a couple of things from your Twilio admin to connect it to Subbly.

Twilio uses two credentials to determine which project an API request is coming from The Account SID, which acts as a username, and the Auth Token which acts as a password.

You can find the Account SID and Auth Token on the Console Dashboard page at the bottom.

Your project's Auth Token is hidden by default. Click show to display the token, and hide to conceal it again.

The third part needed is a Virtual phone number that will be used to initiate the actual communication. You can read more about this and how to get your personal number by clicking here.

After you get all the necessary info, you can input the credentials and just enable the app as shown in the image below:

When the initial setup is complete, all you need to do is set up automation with your preferred settings.

The trigger for the SMS can be anything from subscription created, order shipped, failed payment, etc. and you can see how this might look in the article about automations use cases here.

For a quick example, you can check out this screenshot below: 

This is a possible use case to notify your customers that their order has been shipped and when can they expect the delivery. It's just one of many possible cases, so feel free to experiment with the setup to see what works best for your store.

As always, if you need any additional help in setting something up, feel free to reach out over chat and the support team will be able to assist you 24/7.

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