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 this link: What is A2P 10DLC?


How to Create a Twilio Account 


How to Integrate Twilio with BatchLeads *Please watch the entire video*


From your BatchLeads account, go to "My Profile" under your name in the top right hand corner of your dashboard, then click "Integrations" near the bottom left. (Shown in image below) To integrate with 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 the integration is complete.


Please be advised that 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.



To begin the process of  your Twilio Messaging Service ID, click on "Messaging" in the top left hand corner, then select "Regulatory Compliance", and then select "A2P 10DLC Overview."



Click on "Register for A2P".



Notice: New Requirements for A2P 10DLC Registrations 


Effective immediately, Twilio will deprecate the ability to register new Starter Brands due to updated registration requirements from The Campaign Registry (TCR).


Once you're ready to start registering for 10DLC, each business will need the following information in order to register. This means you will need to collect this information for your own company if you are a direct brand. 


Business Information:

  • Business Name
  • Physical Address (Street, City, State/Province/Region, Postal Code, Country)
  • Business Identity (Direct Customer or ISV/Reseller/Partner)
  • Business Type (Sole Proprietorship/Partnership/Corporation /Co-Operative/LLC/Non-Profit)
  • Company Status (Private/Public)
  • Stock Ticker & Exchange (if Public)
  • Business Registration Number & Type (EIN for US-based companies, other business identifier for non-US companies)
  • Industry
  • Website
  • Business reason to use messaging and sample messages


Regions of Operations

  • One authorized representative with the following info:
  • Name
  • Email
  • Title
  • Phone Number
  • Job Position (Director/VP/GM/General Counsel/CEO/CFO)


(A second point-of-contact may also be provided, but it is optional.)


After a successful registration. To quickly find your Twilio messaging SID, go to your BatchLeads integration settings and click the external link icon for messaging SID.



The new page will open after you click the icon for the external link, and then copy the Twilio messaging 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 you've copied and pasted all of the necessary information, click the blue checkmark icon to the right of the messaging service ID.


After you have saved the integration, activate it by clicking the grey toggle to the left of the red Twilio logo.



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. FINAL STEP: Go back to your Twilio account to your messaging service ( where you obtained your messaging service ID) and go to "Senders". The phone numbers you obtained in BatchLeads should be here where you can then select them and click "add Senders" (shown in the video above at the end) Now you can finally set up your SMS templates, quick replies and start marketing! Click here to learn what needs to be set up