In this article, you'll learn how to integrate Twilio with BatchLeads and purchase phone numbers after the integrations is activated. BatchLeads allows you to integrate your Twilio account and have the ability to control your own sending reputation. Once the integration has been completed and is active, you'll retrieve phone numbers to send SMS with from your BatchLeads account and will be charged through your Twilio integration.
You'll need to create a free account with Twilio, then register for A2P 10DLC to finish obtaining all required SID's for integration. To learn more about Twilio's A2P 10DLC, click these links: Starter Brand | Standard Brand
Creating a Twilio Account
How to Integrate Twilio with BatchLeads
From your BatchLeads account, go to "settings" with the gear icon near the top right hand corner of your dashboard, then click "Integrations" near the bottom left. (Shown in image below) To integrate Twilio, you'll need your Account SID, Authentication Token and your Messaging Service ID.
Go to your main console in Twilio to find your Account SID and Authentication Token near the bottom under "account info". Click the little "copy" icon to the right of each code (shown in the image below) and paste them one at a time in the coordinating blanks in your BatchLeads integrations (shown in image above). Almost there! You'll still need your messaging service ID before finalizing the integration.
Note: You do not need to purchase a Twilio phone number. You will get the phone numbers in BatchLeads after integration is complete.
To begin the process of retrieving your Twilio Messaging Service ID, click on "account" in the top right hand corner, then select "A2P Messaging" in the drop down menu. (shown in image below)
If you haven't already, you'll need to "upgrade" your Twilio account before registering for A2P. Click on "learn more " or upgrade at the top of your screen and put funds into your account of a minimum of $20.00 or more. You'll end up using the funds eventually regardless for purchasing phone numbers to send SMS with, for outgoing and incoming texts.
Once you're ready to start registering for 10DLC, the very first section you should see is "Profile Needs" where you can choose to register for a Standard or Starter profile. To learn more about Twilio's A2P 10DLC, click these links: Starter Brand | Standard Brand . Once you've read the requirements and made a choice based on your needs, click "continue".
NOTE: If you do not see this on your account and would like to register for a Starter profile, reach out to Twilio support.
Create your customer profile and be sure you enter all accurate information, so that you can check the box confirming you have provided is correct before clicking "submit for review" (shown in image below).
For the "Register US A2P Brand" section, confirm the brand you're creating and make note of the limits your profile has before clicking "continue" at the bottom (shown in image below).
Under "Register Campaign Use Cases" section, create a new messaging service and click "continue" at the bottom.
Enter a Messaging Service friendly name and what you'll be using the messaging for. The image below shows an example use case to "market my services". Once filled out, click "save and continue".
THIS STEP IS VERY IMPORTANT - DO NOT BUY A PHONE NUMBER HERE. YOU'LL GET PHONE NUMBERS IN YOUR BATCHLEADS SMS SETTINGS AFTER INTEGRATION IS COMPLETE. Simply agree to only add phone numbers you need for the A2P use case and click the blue "save and continue" button in the bottom right corner.
On the next screen, click "register campaign use case" in the bottom right corner, then confirm once more when a final information confirmation pop-up appears. (shown in image below)
The page will load for a few seconds, then explode with confetti if you've been approved and your registration has been verified! Now you'll be able to get your Messaging Service ID. Click on "View all US A2P Brands" in the bottom right corner.
Go to the bottom of the screen to "US A2P Brands" and click on your brand to open it. (highlighted in image below)
Clicking on your brand will take you to your US A2P Brand details and you'll click on the link under "Messaging service" near the bottom left hand corner. (shown in image below)
Go straight to the left hand side to the menu and click "properties" when you will select the copy button to the right of your messaging service SID!
Paste your messaging service SID into your Twilio integration along with your account SID and Authentication token. (If you didn't copy and paste your account SID and Authentication token yet, they can be found at the bottom of your main console in Twilio and you can see where closer to the top of this article)
After Pasting all of the required information, click the blue check mark button to the right of the messaging service ID, then type "release all numbers" when BatchLeads prompts as you will need to new phone numbers with your new integration.
After you have saved the integration, click the grey toggle to the left of the red Twilio logo to activate the integration (highlighted in image below) . You'll need to type "release all numbers" once more to confirm you understand any previous phone numbers tied to your account will no longer be active and you'll need to purchase new ones.
Now that Twilio has been successfully integrated with your BatchLeads account, you're finally ready to purchase phone numbers! Go to "SMS settings" in your BatchLeads account, then select "Markets" near the top right hand corner, then "ADD NEW" right below "markets". Add the state and market you'll be sending SMS to.
Don't forget to add a call forwarding number! This could be your office phone number, or cell phone. No one you market to will see your personal number, it is just so if someone calls you after receiving your text, you'll be able to pick up their call on the line you put down as your "call forward".
After you've set up a market, go to "phone manager" then click on "purchase phone number".
Note: Because you have set up your integration with Twilio, the phone numbers you purchase in BatchLeads are coming through that integration and any phone numbers you purchase, texts you send / receive, will all be charged from Twilio.
Choose the provider (Twilio in this case), one of the markets you set up earlier and the amount of phone numbers you'd like to purchase in that market.
NOTE: IF YOU REGISTERED FOR A STARTER PROFILE LIKE THE EXAMPLES SHOWN IN THIS ARTICLE, THE MAX NUMBERS YOU ARE ALLOWED TO PURCHASE IS 5.
After 5-10 minutes, you may reload your page and you should see the phone numbers you purchased reflected like the image below. That's it! There is nothing more you need to do in Twilio and you can finally set up your SMS templates, quick replies and start marketing!