In this guide you will learn how to integrate Twilio (an SMS provider) into the Friendly Automate marketing platform and how to actually send SMS with Friendly Automate.

You

• will create an account on Twilio
• will learn how to 'rent' a phone number from Twilio to use as sender
• learn how to turn on the Twilio Plugin on Friendly Automate, that we pre-installed for you
• will be able to set up your own feedback loops to manage sms unsubscribes

Setup Twilio and connect it with Friendly Automate

As a first step, let's create an account on Twilio: https://www.twilio.com/try-twilio

Verify your email address:

Just click on the link in the email.

This is the part, when you need to verify your phone number as well:

You can skip the onboarding process, just click on 'to the dashboard'

On the next screen we need to get our number. If you are just testing, you can go for the test number. But if you want to send SMS in a live environment, you'd need to get your own. Anyway, as first step, we'll get the trial number.