Updated by Richale Cabauatan
The DailyStory integration with Twilio enables you to use the power of DailyStory's marketing and automation tools with a powerful cloud communications platform: Twilio
When enabled, Twilio allows you to:
- Send text message campaigns and receive text message replies.
- Send push notifications to iOS and Android apps registered to your contacts.
Configuring Twilio Integration
There are several steps required to configure DailyStory and Twilio integration.These steps are detailed below.
- Create a Twilio Account
Visit Twilio and create an account.
You can create a free account that comes with enough credits for you to experiment with DailyStory's Twilio integration, but we recommend upgrading to a paid acount as quickly as possible. You can start with as low as $20 as a credit on your Twilio account.
We also strongly encourage enabling "Auto Recharge" when you setup Twilio your biling information. This will automatically refill your account so that your balance never goes to zero.
- Twilio API Credentials
After creating your account, you are ready for the first setp to connect Twilio to DailyStory.
When you are logged in to your Twilio account, navigate to your Dashboard for your API Credentials. Copy the Account SID and Auth Token. You will need these values in step 8.
- Purchase a Twilio Phone Number (required for Text Messages)
To enable DailyStory to send Text Messages, you need to configure a phone number in Twilio. Navigate to Phone Numbers > Buy a Number. You can search for an area code and number closest to yoru business number. Once you have created a phone number in Twilio, you can find it in your Twilio console as <Active Numbers>.
- Twilio Notify (required for Push Notifications)
Push Notifications will only be sent to Contacts that opted in to receive Push Notifications on their iOS or Android device and the App registers the device id with DailyStory.
Once added to your account, click the red plus and add a new Notify Service.
- Configure SMS Messaging Service
Navigate to Programmable > SMS to create a new SMS Messaging Service in Twilio. This messaging service will give DailyStory access to numerous Twilio features and manage delivery of your text messages.
Create a new Messaging Service by clicking the blue plus button. This will open a popup window. Give your messaging service a friendly name and select "Marketing, 2-Way":
- Configure the new messaging service:
Select the option to "Send an incoming_message webhook" this will allow DailyStory to receive replies to your text messages.
In DailyStory navigate to
Admin > Integrations > Twilio and copy the Inbound Webhook URL (right click and copy URL):
Enter this value in the message service Request URL.
- Add phone numbers
The last step in Twilio is to add your phone numbers to your new messaging service. Just click the blue plus button to add numbers you already purchased. From the Programmable SMS page, select <Numbers>. Click othe blue plus sign to add all of your purchased phone numbers.
- Configure DailyStory
In DailyStory navigate to
Admin > Integrations > Twilio and select the Twilio integration:
- Enter the Account SID and Auth Token from step 2.
- Enter one of the purchased phone numbers (this will be your primary number) from step 3.
- Enter the Message Service ID from step 6.
- Optionally enter the Service ID for Push Notifications from step 4.
Next, click Save.
DailyStory will attempt to send a test SMS to the phone number you configured for DailyStory. This text message is sent to verify the integration is properly setup.
If you received an error when saving your Twilio credentials it means that something is misconfigured with Twilio.
First, we recommend double-checking the Account SID and Auth Token to ensure that the values are the same as the values provided in Twilio. This is the most common problem.
Next, double-check that the mobile phone number used by DailyStory is a valid and working. The mobile phone can be found in Admin > Personal Settings.