Set Up TouchPoint for Texting ============================= After you establish your PBT or Twilio account, you can now finish the texting setup on your TouchPoint database. Completing Setup for Twilio --------------------------- - You should have already found the **TwilioSID** and **TwilioToken** for your account on the Twilio website. - When you find those account settings on Twilio as referenced in the previous article :doc:`../EmailTexting/TextingTwilio`, open TouchPoint and go to `Admin > Advanced > Settings > Integrations > Twilio`. - Copy the **AccountSID** from Twilio and paste it into the value for `TwilioSID`. - Copy the **AuthToken** from Twilio, and paste it into the value for `TwilioToken`. Completing Setup for PBT ------------------------ - You should have already set up your PBT account and they should have provided you an PBT Client ID and an PBT Secret Key. - When you have those account settings open TouchPoint and go to `Admin > Advanced > Settings > Integrations > Powered By Text`. - Copy the PBT Client ID and paste it into the value for `PBTClientID`. - Copy the PBT Secret Key, and paste it into the value for `PBTSecretKey`. - Last, toggle the settings `PoweredByTextEnable` and `PBTDirectChatEnable` (optional) to *True*. Configuring Users and Groups ---------------------------- A special user role is required for a user to have permissions to send texts through your TouchPoint database. Step 1 - Prepare the SMS Users Assign the `SendSMS` user role to each user that needs permission to text by going to each person's `System > User Account` tab. Note that the `SendSMS` role also allows a user to gain access to the `Admin > Communication > SMS Log` page where he/she may view all sent messages and replies and also configure reply words. Click the menu icon under the `Actions` column, then click `Edit`. Check `SendSMS` (under Basic Level 2) and click `Save`. You do **not** create a new user account for the individual, just assign him the additional role. Add the role to every user that should be able to send texts. .. note:: In addition to needing the `SendSMS` role, users will also need to be added to a PBT or Twilio group as described in Step 5 below. Please note carefully that there are two requirements before a user can send a text through TouchPoint: (1) they must have the `SendSMS` role and (2) they must be included in at least one PBT or Twilio group. Step 2 - Add the Groups Go to `Admin > Communication > SMS Setup` and click the green `+Add New Group` button. Either the `Admin` or `ManageSMS` role is required to access this setup page. - Twilio Groups: Enter the `Name` and `Description` you want for the group. The name and description can be the same. Or, just give it a short name with a longer description. Example: Name = NextGen Description = Students 6th - 12th Grade - PBT Groups: The `Campus` and `Group` are set in PBT and selected from the dropdown list as you set up the Group. .. important:: **Twilio** clients need a minimum of *ONE* group. That one group can manage all text messages, System SMS messages, Quick Sign-in and Reply Words. When using Twilio, your System SMS and Quick Sign-In features are combined. You can manage users and optin/optout for this group. This also means that people *can* opt out of Quick Sign-In. If they do so, they will not be able to receive the 6 digit code until they are opted back in. **PBT** clients will have the System and OTM (One Time Messaging) groups created by PBT during the integration setup. Once they are created in PBT, they cannot be deleted. Step 3 - Add the Number(s) .. note:: **Step 3** only pertains to *Twilio* groups. All *PBT* groups share the same number or shortcode. Now click the green `+ Add` button beside `Numbers` and **select the phone number for that group**. Then click `Submit`. Step 4 - Add the User(s) Each group needs users that will text using that group's number. .. note:: The *PBT* group used for Quick Sign-In does not allow, nor does it need `Users`. Click the green `+ Add` button beside `Users` for the Group you just created. Then select each of the users you want to add to this Group. .. note:: Only Users with the `SendSMS` role will appear in the list, so be sure to assign the user roles before getting to this step. Step 5 If you will be using Reply Words (Two-Way SMS), check the box under the `Receive Notices` column for each person that you want to receive an email when someone replies to a text from that group. Repeat Steps 3-6 for each phone number you've purchased through Twilio OR each PBT group you'd like to setup. .. seealso:: :doc:`/EmailTexting/SMSManagement` Facts re Groups, Numbers, and Users ----------------------------------- - You only need 1 *Twilio* group if you only purchased one number. - A phone number can only be in one *Twilio* group. - Each *Twilio* group *can* have multiple phone numbers associated with it. If using Twilio and toll-free numbers, it is recommended to only use one number per group. - Numbers will be displayed when you click `+Add` beside Numbers. - Each group must have users that can text using that number with the exception of the *PBT* Quick Sign-In group. - Users with the `SendSMS` role will display when you click +Add beside Users. - Users can be in multiple groups. - Even if users have the `SendSMS` role, they cannot send texts unless they are in a group. - If you get an error when trying to add numbers you probably have the SID and Token incorrect in the Settings. - You *may* use both PBT and Twilio concurrently, but you need to select either PBT or Twilio to manage BOTH System SMS and Quick Sign-In. - If a user opts out of any PBT group, the ONLY way they can opt back in is by using the keyword for that group as entered in PBT. This image below has 2 *Twilio* groups - Students and Recreation - but no numbers or users associated with either of them yet. .. figure:: https://i.tpsdb.com/2017-02-20_14-38-36.png :target: # .. admonition:: Phone Numbers Using Twilio, if you have purchased only one Toll-Free number and multiple ministries will use that number, that works fine. Only one number will display in the drop-down. If you purchased multiple Toll-Free numbers, you can create a Group for each number, naming the Group based on the ministry that will use it. Using PBT, you can setup an SMS group in TouchPoint for any group that exists in your PBT account. *For those who established an PBT account prior to becoming a TouchPoint client or prior to the TouchPoint PBT Integration (September 2021), in order for someone to receive a text to an PBT group using TouchPoint, that person must also exist in your TouchPoint database.* This concludes the Admin setup for texting. Now, since texting is an opt-in type of communication, you will need to encourage your congregation to sign up to receive texts. We have some suggestions for how to do that. .. seealso:: :doc:`../EmailTexting/TextingOptIn` | | +--------------------+------------------+ | **Latest Update** | **1/15/2024** | +--------------------+------------------+ Update references for MBT to PBT.