By default, Archie sends notifications to end users by email. Twilio is a native integration that allows you to also send SMS notifications to your end users.
Twilio can be used simultaneously with email notifications, giving you the option to send both an email and an SMS for the same notification.
Before starting these steps, we strongly recommend having your Twilio account set up before starting the connection process. You should also have a Twilio phone number available for sending SMS messages.
Step 1. Retrieve the required information from Twilio
You will need your Twilio Account SID, API Key SID, and API Key Secret to connect your Twilio account to Archie.
Log in to your Twilio Console.
From the home page, copy your Account SID. You will need this value later.
Make sure you have already configured a Twilio phone number.
In the upper-right corner, click Account.
Select API Keys and Tokens.
Click Create API Key.
Under Friendly Name, enter the desired name for the API key.
Select your region.
Set the Key Type to Standard.
Click Create API Key.
Copy the SID and Secret Key. You will need both values when connecting Twilio to Archie.
Important: Save the Secret Key in a secure location. Twilio only displays the secret when the API key is created, and it cannot be retrieved later.
Step 2. Connect your Twilio account to Archie
Once you have retrieved the required information from Twilio:
Log in to Archie.
Go to Settings → Integrations → App Marketplace → Others.
Find the Twilio integration and click View Integration.
Click Connect Twilio Account.
Enter the Twilio information obtained in Step 1:
If needed, enter your link shortening service ID. You can refer to the Twilio articles below for additional information about this service.
Your Twilio account is now connected and ready to be used for SMS notifications.
Step 3. Configure SMS notification templates
After connecting Twilio, you can configure which Archie notifications should also be sent by SMS.
From the Archie homepage, go to Settings → Notification Templates.
You will now see a new Phone column in the notification templates section.
Find the notification you want to configure.
Click the three-dot menu next to the notification.
Under the SMS section, click Edit.
Customize the SMS message as needed.
You can use the predefined parameters available in the editor to personalize the message with relevant information.
Once the SMS template is configured, Archie can send the notification by SMS through your connected Twilio account. Email notifications can continue to be sent at the same time.