CloudBridal

Using CloudBridal

Twilio Integration

The Twilio Integration allows you to bring your own phone number to CloudBridal and use it to send SMS messages to your clients. This has many advantages including removing the 150 character limit on SMS messages, allowing you to use automated SMS messaging functionality like appointment reminders and automated rules-based messaging, and enabling you to take advantage of Twilio native features like Bring Your Own Number, Call Forwarding, and more.

Requirements

  • You must be on the Core or Ultimate plan in order to enable SMS messaging.
  • Register for a Twilio account.
  • Add a payment method to your Twilio account, as Twilio charges for SMS messages sent and received. See regional pricing here.
  • You must acquire a phone number in one of two ways:
    1. Purchase one from Twilio (easy and recommended)
    2. Port your existing number to Twilio
  • Your region may have additional regulatory requirements which require you to provide additional information to Twilio during the onboarding process. See the Additional Regulatory Requirements section below for more information.

Twilio Setup

  1. Be sure that you have completed the requirements above, and have also provided any regulatory information (see section below) required by Twilio.
  2. Log into your Twilio console, and copy your Account SID, Auth Token, and Phone Number. You will need these later.
The Twilio information

You will have unique values in these three fields that you need to copy.

  1. Navigate to Phone Numbers > Manage > Active numbers.
  2. Select your phone number.
  3. Scroll down to the Messaging section at the bottom of the page.
  4. In the A MESSAGE COMES IN field, select Webhook and enter the following URL: https://go.cloudbridal.com/api/twilio
The Twilio message box
  1. In CloudBridal, navigate to the Twilio Settings at this link.
  2. Enter your Account SID, Auth Token, and Phone Number from step 1 and Save.
  3. Test the integration by sending a test SMS message from a CloudBridal prospect/customer record. You should also try replying to the SMS message from your phone and validate that it is received in CloudBridal.

Additional Regulatory Requirements

Depending on your region, you may have additional regulatory requirements which require you to provide additional information to Twilio during the onboarding process.

  • United States: A2P (Application to Person) 10DLC (10 digit long code) standard. After registering a phone number in Twilio, you will need to navigate to Messaging > Regulatory Compliance > Onboarding in the Twilio dashboard to begin the registration process. Read more about this here.

  • United Kingdom: Requires business identification which can be provided to Twilio in Phone Numbers > Regulatory Compliance > Bundles and create a regulatory bundle for your Twilio UK phone number. Read more about this here.

  • Australia: Requires business identification which can be provided to Twilio in Phone Numbers > Regulatory Compliance > Bundles and create a regulatory bundle for your Twilio UK phone number. Read more about this here.

  • Other Regions: Refer to your specific region's guidelines here.