Integrating Twilio with QuickMail (SMS)

In addition to Email Steps in a Campaign, QuickMail can send SMS messages via a service called Twilio

First up, head to Twilio and create a new account.

Head to the Twilio Dashboard and there are 3 bits of information you'll need to bring over into QuickMail. The  Twilio Account SID, Twilio Auth Token and  Twilio phone number.

Then, in QuickMail, head to Settings > Integrations, and scroll down a bit, and enter that data in the SMS with Twilio section.

All phone numbers associated with the leads need to be in E.164 Formatting. That formatting is `+` followed by the Country Code, followed by the number. So, for example, if it's a US-based number of (555) 123-4567, in E.164, in QuickMail, it'll need to be: `+15551234567`

More information on E.164 can be found on Twilio's page here.

Lead's phone numbers, in that format, can either be added via a Google Sheets/CSV import, or manually added.

When creating Steps in a Campaign there's an option to include include an SMS step:

From there, you can enter the text of the SMS message, along with any Attributes for personalization:

When a lead replies to an SMS Step, it's visible in the Programmable SMS Dashboard in Twilio.

After receiving the reply, you may want to manually cancel the lead's campaign progress (mark as Replied) to stop the Follow-Up Steps