Set up Twilio Integration

Fetching Your Twilio API Credentials

Your Twilio API credentials allow CrossEngage to connect to your Twilio account. Once connected, you will be able to send Twilio messages from your CrossEngage account.

• Log in to your Twilio account.

• In the top right corner of the screen, open the Account menu and choose General Settings.

• From the Menu on the left, choose API Keys & Tokens.

• Your Account SID and Primary Token (which you can make visible by clicking on the eye icon) can be found here. Leave the tab open as you will need to copy and paste these credentials for your CrossEngage integration in a later step.

Configuring a Twilio Integration in CrossEngage

• In the CrossEngage app, navigate to Settings > Integrations.

• Click the Add new integration button in the top right corner of the page.

• Search for Twilio, then click Set Up.

The "SMS via Twilio" form

• Give the integration a descriptive name.

• Copy your Account SID from the Twilio tab you have open and paste it into the Account SID field.

• Copy your Primary Token from the Twilio tab you have open and paste it into the API key field.

• Click Connect.

• Choose the user attribute that contains your recipient's phone number.

The traits.phone user attribute is a string type attribute created by default in CrossEngage. That means that if you haven not made your own custom user attribute with the same function, the default attribute "traits.phone" will be the user attribute that contains your recipient's phone number.‌

• When ready, click Apply to save the integration.