SuiteCRM Twilio SMS Service

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SuiteCRM Twilio SMS Service

Here we provide a full control of Twilio SMS service on SuiteCRM which make it easy to send bulk messages at a time, Configure your workflow at your conditions, Immediate notifications & Scheduler for unreachable messages. And also style your sms body through 'SMS Templates'

1. Key Features:

• Send SMS from Workflow. There are multiple actions where you can send sms
  • By directly adding your mobile number
  • Record’s mobile number
  • Related Module’s mobile number
  • Users(Created user, Assigned User, etc.)
  • All Users
• ‘Custom Modules’ are also Enabled for Workflow
• Send SMS from Module’s ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] ListView.
• Send SMS from Module’s ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] Detail View.
• Message Log(Inbound,Outbound) only for Enabled modules (From admin panel)
• While sending sms from module’s view(List & Detail both) you can also send sms to assigned user with a different template :)
• Sending SMS from List View allows user to send ‘Bulk SMS’ at a time
• Inbound SMS: Can directly view from Detail View through Message Log with status ‘received’.
• A custom module can also be used to send SMS but only when you have created a phone field named ‘phone_mobile’ OR ‘phone_mobile_c’
• Twilio Log: Admin-> Twilio Configuration-> View Log (Here you can see all logs)
• Create your SMS Template ‘Edit and style the sms body as required’ from ‘SMS Template module’

2. Requirements:

• The field name which you want to send message must be ‘phone_mobile’/’phone_alternate(For Accounts)’
• In Account Module you must have to put your mobile number in ‘phone_alternate’
• In Contacts, Leads, Prospects(Targets) the mobile number must be put in ‘phone_mobile’
• The parent module’s mobile number (In Related Field) will be ‘phone_mobile’/’phone_alternate’(Accounts)
• If you are using Twilio Trial Account. You must have to verify your number for SMS service.

3. Twilio Configuration:

• First login OR Sign Up to Twilio Account(Trial, Paid). Twilio Provide us: Account Sid, Auth Token, Phone Number
• We’ll add these in SuiteCRM twilio configuration

• Buy a twilio number for sms service. Phone Numbers -> Buy a Number

• For reply services to SuiteCRM you have to insert a webhook . Active Numbers -> Messaging -> A message comes in-> Insert Webhook: http://your_suite_url/index.php?entryPoint=ReceiveSMS

• This step is only for Trial Account Users: If you are using Trial Account you must have to verify your number. Phone Numbers -> Verify Caller IDs -> Click ‘Add icon’

Click on "Add" icon -> Here a Call or Text will come on your phone to verify your number

• Message Dashboard. Here you can see your message log (From Twilio)

4. How to create SMS Template:

• We created a 'SMS Template' module to design or style the SMS Body
• Create Template (Either from pop-up OR from 'SMS Template')
• Select 'Module'-> Select 'Field'-> Click on 'Insert' button to add the variable to your SMS Body

5. SuiteCRM Twilio Configuration

5.1 Basic Steps:

• Install the plugin
• Admin-> Module Loader-> Install-> Repair -> Quick Repair & Rebuild
• Go to Admin panel

• Configure your Twilio Credentials
• Here you can also Enable the Module for Message Logging -Note: Message Logging for both outbound and inbound messages

Remark : We can also send SMS from ['Accounts','Contacts','Cases','Leads','Meetings','Calls'] module’s Detail and ListView

5.2: First We’ll go With WorkFlow

• Open Workflow
• Set your module and conditions
• Come on Actions-> Select Action** ‘Send sms’ -> Create/Select** a Sms Template -> Set Sms To: (We have Options : Mobile Number, Record SMS, Related Field, User, Users )
• Explanation about Sms To: (Options) Mobile Number: You can directly put a mobile number Record SMS: If the module has ‘phone_mobile’ field(put your mobile number there),a sms can send to this Related Field: You can select module’s related/linked record here(The parent/related module must have the ‘phone_mobile’/’phone_alternate(Accounts only)’) User: You can select a User to send sms (User must have ‘phone_mobile’) Users: You can send sms to All Users by selecting this option (All users must have ‘phone_mobile’ numbers)

Example: I have created this Workflow on New Account creation when Account name is ‘Taction’, A sms will send on Record’s mobile number. Follow below screenshot Note: (In following Screenshot) A sent sms(on Alternate Phone) you can see in message log From: A twilio number you have configured (From Admin Panel) To: The Record’s ‘phone_mobile’

5.3: With module’s (ListView)

• Allows user to Send Bulk SMS
• Time Saving
• The only enabled module for this feature are: ['Accounts','Contacts','Cases','Leads','Meetings','Calls']
• Go to Module’s ListView-> Select Records where you want to send sms -> Select ‘Send SMS’ action from dropdown list

• Here is the Send SMS pop-up
• You can also send sms to the assigned user along with Record

5.4: With module’s (DetailView)

• The only enabled module for this feature are: ['Accounts','Contacts','Cases','Leads','Meetings','Calls']
• Go to Module’s DetailView-> Select ‘Send SMS’ from Action Button

6. Message Log

• All messages (Incoming and Outgoing) will be shown in Message Log Panel(In Record’s Detail View)
• The message Log will only be shown in Enabled module (From Admin Panel)

7. Scheduler

• We are also giving the option of scheduler for the unreachable messages to Twilio whenever Twilio server is down
• The messages which are not delivered for some reason, you need to turn on Scheduler from Admin Panel
• Well we’ll add the scheduler while installing the plugin you only need to start the cron job
• You need to set a limit for scheduler run from Admin panel.(Limit indicates maximum number of trials from scheduler to send undelivered sms)
• Admin-> Twilio Configuration-> Limit -> Save

If you want create another Twilio Sms Scheduler, follow the steps

Steps: Admin -> Scheduler -> Create Scheduler -> Select Job ‘Twilio Sms Scheduler’ -> Set the interval As needed

8. Twilio Log

• Here you can see the Log of Twilio with it's status(We recommend to see log time to time, So you can easily debug the messages sent or have any Fatal/Errors)
• Admin-> Twilio Configuration -> View Log
• All logs will be shown here