Twilio for ActiveCampaign

Pre-requisites

• Must be an ActiveCampaign user.

• Must have a Twilio account.

• Must have a Twilio WhatsApp number in case of sending WhatsApp messages.

• WhatsApp conversations can be initiated using Twilio approved message templates.

Installation

• Install Twilio from the ActiveCampaign Marketplace.

• Go to any Contact within ActiveCampaign.

• Scroll down to access Twilio Chats.

• Access the ActiveCampaign settings page from the panel on the left.

• Select 'Developer'.

• Here you can access the URL and API Key.

• Enter the ActiveCampaign credentials.

• Click on 'Authorize Now'.

• Enter the Twilio credentials.

• Authorize Twilio account.

Twilio WhatsApp & SMS has been integrated to ActiveCampaign.

Twilio Chats

• Access Twilio Chats within any ActiveCampaign contact.

• Select the Twilio sender.

• You can now view the Twilio chats held with the ActiveCampaign Contact.

• Send messages to the contact.

• Click on '/' to access the message templates.

• Select and send the template message.

Send Twilio Messages using Workflows

• Access 'Automations' from the panel on the left.

• Click on 'Create an automation'.

• Select 'Start from Scratch'.

• Click on 'Continue'.

• Select the trigger for the workflow.

• Select the conditions.

• Click on 'Add Start'.

• In order to add the action, select 'CX Apps' from the panel on the left.

• Select 'Twilio' extension from the list available.

• Enter the 'Ulgebra Account Email'.

• Click on 'in this page' below the space provided to access the Ulgebra account email id.

• Copy the email id and paste it in the space provided.

• Copy the Ulgebra Authtoken.

• Paste it in the space provided.

• Click on Connect.

• Select the Twilio channel to send the automated message from.

• Enter the Twilio From number.

• Enter the phone field of the recipient under 'To'.

• Click on Personalize to select the phone field of the contact.

• Enter a default country code if required.

• The default country code would be added in case contact numbers do not contain a country code.

• Enter the message to be sent under 'Message'.

• You can also insert placeholders within the message.

• Click on 'Personalize' to select the contact field.

• In case you wish to send media templates from Twilio, enter the link to the attachment under Attachment URL.

• Click on 'Finish' to save the action.

• Click on 'Active' to activate the workflow.

• Under Recent Activities within the contact, select 'Automation' from the drop-down.

• Here you can view the status of the messages sent via Twilio.

Twilio Inbox

• Click on your Ulgbera profile within the application.

• Click on Twilio Inbox.

• You would now be redirected to the Twilio Inbox containing all the WhatsApp & SMS conversations.

• Select any conversation to view the history of chats held with the contact.

• Also, send messages to the contact.

• Select any Twilio sender to view conversations from a particular Twilio channel.

• Search for any contact number to view a specific chat.

• You can also initiate Twilio conversations from the inbox.

Message History

• Access the Notes section within the contact to view the details of the Twilio messages.

• Also, view the updates regarding Twilio messages under the Recent Activities of the contact.

Real-time Notifications

• Click on the notifications icon within the application.

• Here you can view the unread and read messages which are differentiated.

Message Templates

Create Template

• Click on '+New Template'.

• Enter the name of the template.

• Enter the content within the template.

• Include placeholders and emojis if required.

• Save the new message template.

Edit Template

• Click on the edit icon beside the template.

• Make the changes required.

• Save the edited template.

Delete Template

• Click on the delete icon beside the name of the template in order to delete the message template.

Thus, easily connect with ActiveCampaign contacts through Twilio messages.

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