SMS Configuration

SMS campaigns are powered by Twilio. Before any SMS campaign can be created or run, an Org Admin must configure valid Twilio credentials in Outreach Settings.

warning

Until a valid Twilio Auth Token is saved, the SMS delivery channel is disabled in the campaign wizard. Campaigners will not be able to select SMS when creating a campaign.

Prerequisites

• Your organisation must have an active Outreach subscription (request access if not)
• You need a Twilio account with:
  • An Auth Token (found in your Twilio Console under Account Info)
  • A Messaging Service SID (found in your Twilio Console under Messaging → Services)

How to Configure Twilio

1. Log in to the Admin app as an Org Admin.
2. Navigate to Outreach → Settings.
3. Select the SMS section.
4. Click Edit on the Twilio Integration panel.

Auth Token

1. Enter your Twilio Auth Token in the Auth Token field.
2. This value is validated against the Twilio API when you save.
3. After saving, the Auth Token is encrypted and stored securely. It is never displayed in the UI after being saved. You will see a masked placeholder instead.

warning

The Auth Token is stored securely and cannot be retrieved or viewed after saving. If you need to change it, you must enter a new value.

Messaging Service SID

1. Enter your Messaging Service SID in the Messaging Service SID field.
2. This is validated alongside the Auth Token when saving.

Save and Validate

1. Click Save.
2. Outreach calls the Twilio API to verify both credentials are valid.
3. If validation succeeds, credentials are saved and you can begin creating SMS campaigns.
4. If validation fails, an error is shown and the credentials are not saved. Double-check the values in your Twilio Console.

Editing Credentials

To update your Twilio credentials after they have been saved:

1. Navigate to Outreach → Settings → SMS.
2. Click Edit on the relevant section (Auth Token or Messaging Service SID).
3. Enter the new value and click Save.
4. The new credentials are validated before being applied.

What Each Credential Does

Credential	Purpose
Auth Token	Authenticates API requests to Twilio when sending messages and processing delivery updates
Messaging Service SID	Identifies which Twilio Messaging Service to use for outbound messages. This controls the sending phone number(s) and messaging configuration

Impact on Campaigners

The table below shows what campaigners can do based on the current SMS configuration state:

Configuration state	SMS option in wizard	Can create SMS campaigns?	Can run SMS campaigns?
No Twilio credentials saved	Disabled	No	No
Invalid credentials saved	Disabled	No	No
Valid Auth Token saved (Messaging Service optional)	Enabled	Yes	Yes

Next Steps

• Email Configuration. Set up email as an additional channel
• Quickstart. Create your first campaign