LeadSquared integrates with Twilio SMS provider. To send SMS’s to leads across the world, you need to add and configure SMS app in your login. Please follow the below procedure to configure & setup Twilio SMS service with your LeadSquared account.
Prerequisite
You must be an Admin User of your LeadSquared Account
You must have created an account with Twilio SMS service
You must know your Twilio phone number
You must know your AccountSid
You must know your Twilio AuthToken
Procedure
Step-1: To setup SMS app, navigate to Apps -> Apps Market place > and select SMS Marketing App and click on Install button.
Step- 2: On installing the app, Click on SMS app it will be redirected to SMS connector details page, hover the mouse over Settings button to configure the appp.
OR, On Installing the app, you’ll spot the SMS app in Show in installed app tab to Configure the app.
Configure the SMS app in the following order:
- Select SMS account type as Global (Twilio).
- Specify the Twilio Phone number
- Specify the Twilio Account Sid
- Specify the Twilio AuthToken
- Click on Save Settings button to complete the configuration of SMS app.
On clicking Save Settings, you can see the confirmation message. Now, you’re set to send SMS to your leads.
To send SMS to your leads across the world, navigate to Leads -> Manage leads -> and select the desired lead record and click Send SMS option.
Choose your SMS template and click on Send Message to send SMS to your lead.
Once the SMS is sent you can see the log in Lead Activity History.
