Twilio is a secure SMS delivery service utilised by Simply Stakeholders giving User the ability to notify stakeholders by SMS.
If you'd like to use the SMS function to send individual or group text messages to stakeholders, you need to first set up an account/sub-account with Twilio. You have two options, Option 1 is that you purchase a sub-account via Darzin Software and Option 2 is that you set up your own account.
Option 1 - Sub-account
If you wish to set up your SMS integration via a Twilio sub-account, please get in touch with your Customer Success Account Executive or email [email protected] and we will provide you with a quote. Once you have accepted the quote, we will arrange to purchase your credits and do all the account configuration for you. Once this has been completed, you will be able to log into Simply Stakeholders and use the SMS function.
To assist us with setting up your sub-account, please provide us with the following:
Business Name
Business Address
Business ID - e.g. ABN or ACN
Supporting document - Commercial register or equivalent
Option 2 - set up your own account
If you would prefer to set up your own account, please go to Twilio and set up a Messaging SMS plan, ensuring you select the country you will be sending SMS from.
You will need to purchase credits for your account (this is a transaction between you and Twilio, Darzin does not charge any fee or take any commission on this).
You will need to set up a Messaging Service with the Webhook URL. Twilio has an excellent Help page for support with setting up your account.
Once you are logged into your Twilio account, on the left, click on Phone Numbers > Manage > Buy a number
Select AU (+61) (Or the relevant country code) as the Country
Unselect all Capabilities except SMS and click Search
Select any number with SMS support and click Buy
In the popup, click Next
Select Business and click Next
Select the Client bundle and address and then click Buy
After you have your Twilio Account SID and Auth Token
Login to Simply Stakeholders
Go to Admin Settings > Account Configuration
Click on Twilio
Enter your Account SID and Auth Token
If you have any difficulty with any of these steps, your Customer Success Account Executive can assist you to troubleshoot, or contact us on [email protected].