HOW TO - Send Out Text Message Updates with Twilio Integration

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How to send out text message updates with Twilio integration

Overview

Adjutant has the ability to utilize a Twilio account to send SMS message notifications instead of email-based SMS messaging: Notifications include:

  • The order has been sent to production.
  • The production work order was marked completed.
  • The linked shipping event has been marked shipped.
  • The shipping event has been marked as delivered.


Setup

1) Create the new TWILIO Rule Maintenance record. The SID, AuthCode, and phone number should all be accessible by the Twilio account holder. Please not that the UseCode must exactly match the Contact Attribute (ATT_CON) Rule Maintenance record.

Twilio Setup.png

2) Create the contact attribute in the Contact Attributes (ATT_CON) Rule Maintenance record making sure that the Attribute Code exactly matches the UseCode in the Twilio rule.

Contact Attribute Rule.png

3) Add the attribute to a contact record and utilize the Email Address 2 field to store the phone number used for SMS communications.


Additional Notes

The Email Address 2 field can be updated to say 'Twilio #' as this field is customizable.

Custom Contact.png

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