The ReferralHero/Twilio integration is very powerful and can work together in a few ways:
- Collecting verified phone numbers so that you can use them for SMS marketing activities
3. Select a phone number to use as a Sender. If you do not have a phone number you will be prompted to purchase one.
4. Continue through the additional steps "Set Up Integration" and "Compliance Info". Most of these fields you can leave as default or come back later and update if you need to.
5. After you have successfully set up a Messaging Service with your Phone Number. Go to Messages > Get Set Up and copy your Account SID and Auth Token keys.
6. Now go back to ReferralHero and go to Edit Campagin > Integrations > Twilio. Enter your
Twilio Account SID,
Twilio Auth Tokenand
Invalid phone number error.
7. Save your changes. Now an SMS message will be sent to verify Phone Numbers when people sign up for your ReferralHero campaign!
8. You can edit the SMS message people will be sent in the SMS Automations section. The SMS message is the message your subscribers will get when they sign up. It MUST contain the special tag
%confirmation_link%(which will be replaced with the subscriber's confirmation link).
If your users don't receive the confirmation SMS, they can resend themselves a confirmation SMS by entering their unique identifier in the widget and clicking "Resend verification SMS".
A few things to know when using SMS verifications:
- If your campaign is in Test mode, SMS won't be sent.
- The phone number we send the SMS to is taken from the "phone number" field. Your users should enter their phone number including the country code (eg: +16572206234).
- If your Twilio account runs out of funds the SMS will fail to send and your users will not be able to sign up. Make sure your Twilio account has always enough funds.
- If 1-click sign-up is enabled, your users who opt-in through 1-click sign-up will not be sent a confirmation SMS or a confirmation email.
- When using the API, if "double_optin" is disabled, your users will not be sent a confirmation SMS or a confirmation email.