Prerequisites

1. Create a Twilio account

   1. Twilio will automatically create a trial account. In order for the integration testing to work, you need a paid account

2. Add your Sunwave POC as an Administrative user in your Twilio account

3. Decide which phone number you’d like to use

   1. Twilio will automatically give a toll-free number with the account

      1. If you want to use a Toll-Free number for texting, you’ll need to complete the Toll-Free registration

      2. If you want a local number, you will need to purchase it as shown below:

         

4. Complete A2P Registration

   1. It can take 2-4 weeks to process. This cannot be expedited and is not Sunwave’s responsibility. More information/step-by-step

   2. Example used with one of our REAL clients

      

   3. A failed A2P Campaign submission will cost $15 for a resubmission

Assigning Twilio to Sunwave users

1. In Sunwave, go to Practice Setup → Users → Select a user that will be texting from Sunwave

2. In their User Permissions → CRM Section

   1. Check the box for “User can Send/Receive SMS”

   2. Input the phone number from Twilio

      

Testing

1. In Sunwave, go to CRM → Opportunities → Select a TEST OPPORTUNITY

2. On the Face Sheet, input a phone number that you will test the texting on

3. Go to Timeline → Send a Text Message → Click on the number from the dropdown

   

4. A pop-up will appear on the window. Send your test message.

   

5. On the phone you are testing with, respond back and you should receive the text in Sunwave.