The Twilio integration allows you to deploy SMS text messages through your Total Expert dashboard.
There are two steps that must be taken before the integration can be setup:
- Add a payment method to your Total Expert account if you haven't already
- Purchase a phone number to send messages from
Step 1: How to Add a Payment Method
- In the top navigation bar, click your account name > Payment Methods.
- Input your card information then click Add Card.
Step 2: How to Purchase a Phone Number
NOTE: You must purchase a new phone number since you will be sending messages through the CRM system. You will not be able to use an existing number.
- Total Expert gives your account $2 each month to send/receive text messages. Each phone number cost $1 per month, while each text that is sent or received costs 1¢. If needed, you have the option to purchase additional messages.
- In the top navigation bar, click your account name > Integration Settings.
- Next to the Twilio integration, click Connect.
- Next to Phone Number Settings, click Buy Phone Number.
- Continue to purchase your phone number.
- NOTE: If a consumer tries to call the number associated with your Twilio account, it will redirect to the mobile number listed in your account settings.