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Configuring SMS Service

This topic describes how to configure SMS to use for bulk messaging and two-factor authentication.
 

Prerequisites

You must have a Twilio account subscription with the following data:

  • Account ID (SID)
  • Authentication Token
  • Either a From number, which can be any of the following:
    • The phone number associated with the Twilio account
    • A short number
    • An alias name
  • Or a Message ID (MSID). For more information on the MSID, see here.

Adding an SMS Account

  1. Navigate to Setup > Email and SMS and click Configure under SMS Services. 
  2. Click New.
  3. In the SMS Account screen, enter the Account Name and Label.
  4. Enter the information from the Twilio account as described above.
  5. Select a usage for the account - either Mass Communication or Two Factor Authentication.
  6. Enter a valid number to test the service and click Send Test SMS. If the number is outside of the USA, you will need to enter the country code masked with a + prefix; for example +01.

  7. A confirmation SMS should be sent to the number provided.

  8. Click Finish.

Defining the Outbound Account

  1. In the Email and SMS screen, click Define Default Outbound Account under Outbound SMS Settings.
  2. Select a default account from the drop-down menu.
  3. Optionally, enter a valid number to test the service and click Send Test SMS.
  4. Click Finish.

Configuring SMS for Tables

  1. In the Email and SMS screen, click Configure Outbound SMS under Outbound SMS Settings.
     
  2. Select a table to define the SMS settings. Optionally select the Copy settings to all subtables checkbox. Click Next.
  3. In the From Options tab, select the following:
    1. The Groups who can see the SMS icon in the table view.
    2. The outbound account to use for sending SMS messages
    3. The Default Recipient Cell Number.
    4. The Address to send bounced SMS messages to.
    5. The Groups who can change the default SMS account when sending messages.
  4. Click Finish.