Connect Twilio to FranConnect so you can send and receive SMS messages with leads and franchisees without leaving the system.
You need a separate Twilio account with your Account SID and Auth Token to hand, plus admin access in FranConnect. For questions about Twilio itself, contact Twilio support.
Step-by-Step Instructions
Follow these steps to use Twilio Integration to Send and Receive SMS Messages
Turn on the Twilio integration
Open Configure SMS under Integrations, set Do you want to enable SMS to Yes, paste your Account SID and Auth Token and click Save.
The SID and Auth Token come from your Twilio account — FranConnect has no access to them. Saving creates a Master Account user, which is active but still needs a phone number.
Give a user a phone number
On the Configure SMS Accounts tab, click the gear icon beside the user, choose Get Numbers, select the number(s) and click Import.
Use Purchase Number if you need a new number — it is charged to the payment method on your Twilio account.
Send the opt-in request
Open the lead from Lead Management, hover More-Actions, choose Send SMS Opt-In Request, click Continue, then review the message and click Send.
A lead must opt in before you can text them. You can edit the message and attach images before sending.
Send an SMS
Tick the lead(s) in Lead Management, hover Actions and choose Send SMS, click Continue, then write your message and click Send.
Each user can send up to 500 SMS per day; beyond that only the first recipients receive the text. Messages from a user with no number are sent from the Master Account. A pop-up tells you who will not receive the message and why.
Read replies
Open the lead's profile and scroll to SMS History to see replies, then reply using the same Send SMS steps.