To send messages from ShareDo, you must first configure a provider. Below are the instructions for configuring Twilio as an SMS Provider.
To install Twilio in your ShareDo environment, contact your CSM, and ShareDo will install it for you.
Within Modeller > Global Features, search for the following two features:
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- Ensure that both features are enabled.
- Open the Twilio feature by clicking its cog icon.
- You will need to provide your Account SID and your From Number. You can find these on your Twilio Account Dashboard, as shown in the highlighted red box in the image below.
You can acquire these from your Twilio Console. For initial testing purposes, you can use your default Account SID and Auth Token; however, for production deployment, Twilio recommend generating a specific revokable API Key. See the Go to API Keys link at the bottom of the Twilio Account Dashboard page.
If you are using Twilio for the first time…
Note that there will be a number of prerequisite steps, including ‘buying a number’ which means exclusively renting a number from Twilio on a rolling monthly basis, which costs around £0.80 per month.
You will also be required to complete some regulatory and compliance steps to verify who the Business/Account holder is. Please be aware, and leave some time for this.
- Enter your Account SID and phone number in the boxes provided. Then, by the Linked Service, click Configure it.
- The System Name field should have autopopulated with twilio. You will need to fill out the following details:
| Field | Value |
|---|---|
| Name | Your Choice - we would recommed - 'Twilio Linked Service' |
| Icon | Your Choice - we would recommend - 'fa-mobile' |
| Description | Your Choice - Enter something to describe the service |
| Secret | See the next point below |
| Allow fallback to system secret? | On |
| API base URL | https://api.twilio.com |
| HTTP Header to send token in | Authorization |
| HTTP Header prefix | Basic |
- The Secret for Twilio is something you will have to generate yourself. It is a base64 encoded string of the following values:
accountsid:authtoken
Important, make sure you include the colon separating the two values.
You can use a generic online tool for base64 encoding the string. See this example:
If your Account SID wasaA11A1aaAa111aAAa1Aaaa111aAAa1Aa1a
If your Auth Token was:bbbB2b22bb2b222bBBB2bbB2222bB2b2BB
Then the string you would need to encode would be:aA11A1aaAa111aAAa1Aaaa111aAAa1Aa1a:bbbB2b22bb2b222bBBB2bbB2222bB2b2BB
Which returns the value:YUExMUExYWFBYTExMWFBQWExQWFhYTExMWFBQWExQWExYTpiYmJCMmIyMmJiMmIyMjJiQkJCMmJiQjIyMjJiQjJiMkJC
This value is what you should enter in the Secret field.
We used this service to do the base64 encoding. We didn't change any of the additional configuration options; just paste the value in the input field and click encode.
None of the other fields are required; you can now click Save and close.
The linked service should now update to indicate it is correctly configured, and be highlighted in green.
In version 7.9, this sits alongside the SMS integration Global Feature. From 7.10, it will be bundled together, so for now, we also need to make a few changes on the SMS Global Feature.
Click the cog on the SMS Global Feature and set the following fields.
| Field | Value |
|---|---|
| Provider | twilio |
| API Key | Enter N/A - This is being provider via the Linked Service |
| Cost | Enter your Twilio cost per message in the format 0.00 this will be used to display the cost per message on a Work Item, which is useful if your exceed the character limit for a single message. |
| Sender Name | N/A - This is configured in Twilio |
Once you have filled this out, save and close, then click the 'Force Reload Configuration' button.
Congratulations Twilio is now Installed and configured on your ShareDo environment!