In Orderry, 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.
Important: this integration is available starting with the Startup plan.
Step 1
Create an account in Twilio. Then log in to your Twilio account and navigate to Console.
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 Orderry.
If you want to use your Sender Name, please contact Twilio support and register a name. Look for the step-by-step instructions here.
Step 2
In Orderry, navigate to the Settings > Integrations page, find Twilio and press the Configure button.
Tick the Integration enabled checkbox and paste Account SID, Auth Token and My Twilio Phone Number that you’ve copied from your Twilio account. Save settings.
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.
If your country is not listed here, then you need to fill out the form by following this link. After moderation and confirmation from Twilio that the sender name was successfully registered, specify it 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. #, @)
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.