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Juiced sends text message (SMS) notifications through your own Twilio account. Until Twilio is connected, SMS stays out of notification templates and your customers can’t add phone contacts for alerts. This guide covers finding your Twilio credentials, connecting them, and sending a test text.

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Prerequisites

  • The Admin role.
  • A Twilio account with a phone number.
  • A Messaging Service in Twilio with that phone number in its sender pool. Step 2 covers creating one.
Carriers filter texts to US numbers from unregistered senders. A local Twilio number needs A2P 10DLC registration, and a toll-free number needs toll-free verification. Finish this in your Twilio account before you rely on SMS alerts, or your messages may be blocked.

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1. Copy your Account SID and Auth Token

  1. Log in to the Twilio Console.
  2. Find Account SID and Auth Token under Account Info on the Console home page. Click to reveal the Auth Token.
  3. Copy both. The Account SID starts with AC.

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2. Copy your Messaging Service SID

  1. In the Twilio Console, go to Messaging → Services.
  2. If you don’t have a Messaging Service yet, click Create Messaging Service and add your Twilio phone number to its sender pool.
  3. Copy the service’s SID. It starts with MG.

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3. Connect Twilio in Juiced

Open Configure → Integrations and click the Twilio card, which shows Not Configured until you connect it. Paste your Account SID, Auth Token, and Messaging Service SID, then click Connect. You land back on Integrations with the Twilio card marked Enabled. Juiced doesn’t check the credentials with Twilio when you save, so the test in step 6 is how you know they work.

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4. Review your SMS templates

With Twilio connected, Storefront → Notification Templates gains SMS columns, and every notification that supports texts, such as Lead Assigned and Outbid, gets an SMS Template card. Each one already has default copy, so you don’t have to write anything before texts go out. To make the texts sound like you, see Customizing Notification Templates. Keep them short and put the important detail first.

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5. Add phone contacts

Texts go to a customer’s phone contacts, not to the phone number on their account.
  • Customers add their own under Notifications → Contacts in their portal, and choose which alerts each number receives. See Notifications in the customer portal.
  • You can add one for them on the customer’s Contacts tab with New contact.
  • New customers get one automatically. A customer created after you connect Twilio has the phone number on their account added as a phone contact. Customers created before then need one added.

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6. Send a test text

Add your own phone number as a contact on a test customer. Open Operate → Customers, click the customer, and go to the Contacts tab. Choose Test on your number’s row, then Send test. You should get a text reading “This is just a test notification. We are excited to have you on board!” If nothing arrives, check the three values on the Twilio card and your number’s registration status in Twilio.

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Good to know

  • Twilio bills your account for every text Juiced sends.
  • If Twilio rejects a text (an invalid number, or a recipient who replied STOP), Juiced skips it instead of retrying. Twilio outages are retried.
  • To change the credentials, click the Twilio card again, edit the fields, and click Save changes. Click Delete in the header to disconnect Twilio, which takes SMS back out of your notification templates.