Set up Twilio for texting

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Set up Twilio for texting

Paste your Twilio details into Settings → VisionScaper and point incoming texts at VisionScaper.

Twilio is the default text service. This is a task for the site administrator, and you do it once for the whole site.

Before you start

  • You need a Twilio account and a phone number that can send texts. Follow Twilio’s current instructions to create the account and buy the number.
  • In the US, carriers block texts until your business is registered for A2P 10DLC. Twilio explains this in its own Console. VisionScaper’s own settings page tells you to register a “Customer care / account notifications” campaign for service texts.
  • For marketing texts, the Marketing settings page says you need a separate A2P 10DLC campaign with the use case “Marketing” or “Mixed”. A “Customer care” campaign alone is not allowed to carry promotions.

Steps

  1. In WordPress, go to Settings → VisionScaper. Find the section Text messages (Twilio).
  2. Paste your Twilio Account SID (it starts with AC).
  3. Paste your Twilio Auth Token.
  4. Enter Twilio phone number in the form +18605550100. You can leave this empty if you use a Messaging Service.
  5. Optional but recommended: in Twilio, create a Messaging Service, add your number to it, and paste its SID (starts with MG) into Messaging Service SID (optional).
  6. Save.
  7. In Twilio, open your phone number (or the Messaging Service) and set A message comes in to Webhook, HTTP POST. Use the address shown in the numbered list on the Settings → VisionScaper page. It ends in crm/twilio. See “Incoming message webhook addresses”.
  8. Go to Settings → VisionScaper Messaging. Under Texts, make sure Text service is set to Twilio.

What this gives you

  • Customers’ replies are logged in the Contractor Hub and emailed to the contractor. The settings page says texts from unknown numbers become leads.
  • STOP replies are honored.
  • Delivery receipts are requested automatically. You do not set anything up for that.

Tips

  • Use a Messaging Service if you plan to send many texts. It is optional.
  • If you want a backup, Settings → VisionScaper Messaging has the checkbox If it fails, try the other one. It needs Telnyx set up too.
  • Keep your Auth Token private. Do not paste it into emails or chats.

If something goes wrong

  • Texts do not send: check that Account SID, Auth Token and either a phone number or Messaging Service SID are all filled in. VisionScaper treats Twilio as ready only when those are present.
  • Texts are accepted but never arrive: this is usually missing A2P 10DLC approval. Check Twilio’s Console.
  • Replies do not show up: the “A message comes in” webhook is missing or has the wrong address.

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