In RemOnline, you can notify your clients and employees about events on work orders, leads and tasks using SMS.
Twilio is an international platform for sending SMS. To configure a direct integration, follow a few simple steps.
Step 1. Register in Twilio
1. Create an account in Twilio.
2. Then log in to your Twilio account and navigate to Console.
3. Copy your Account SID, Auth Token and My Twilio Phone Number from the Account info.
👉 Note, you may use a few phone numbers in Twilio, but you need to choose only one of them for sending SMS in RemOnline.
Step 2. Set up RemOnline integration
1. In RemOnline, navigate to the Settings > Integrations page, find Twilio and press the Configure button.
2. Tick the Integration enabled checkbox.
3. Paste Account SID, Auth Token and My Twilio Phone Number that you’ve copied from your Twilio account.
Note that you can use your own Alphanumeric Sender ID.
If your country is set to Yes in the country list, then enter the SMS sender name you want in the Phone Number field.
👉 Requirements for Alphanumeric Sender ID:
Enter between 3 - 11 characters that represents the brand identity of the Sender. You can include upper- and lower-case letters, the numbers 0 - 9, and spaces
Include at least one letter
Do not use ASCII special characters (e.g. #, @).
4. Save settings.
Done! Integration is enabled and you can now configure automatic notifications or send SMS manually 😉
You can find a report on sent SMS on the Reports > Marketing > Sent SMS page.