Set Up TouchPoint for Texting¶
After you establish your MBT 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 Establish an Account with Twilio, open TouchPoint and go to Administration > Setup > 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 MBT¶
- You should have already set up your MBT account and they should have provided you an MBT Client ID and an MBT Secret Key.
- When you have those account settings open TouchPoint and go to Administration > Setup > Settings > Integrations > Ministry By Text.
- Copy the MBT Client ID and paste it into the value for MBTClientID.
- Copy the MBT Secret Key, and paste it into the value for MBTSecretKey.
- Last, toggle the settings MinistryByTextEnable and MBTDirectChatEnable (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 Administration > Communication > SMS Messages 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.
In addition to needing the SendSMS role, users will also need to be added to a MBT 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 MBT or Twilio group.
- Step 2 - Add the Groups
Go to Administration > Setup > SMS Management 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
MBT Groups: The Campus and Group are set in MBT and selected from the dropdown list as you set up the Group.
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. MBT clients who want to use Quick-Sign in & Reply Words, must have a minimum of TWO groups. When using MBT, the System SMS and Quick Sign-In groups CANNOT be the same group. You can manage users and optin/optout for the System SMS group, but NOT for the Quick Sign-in group.
- Step 3 - Add the Number(s)
Step 3 only pertains to Twilio groups. All MBT 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.
The MBT 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.
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 MBT group you’d like to setup.
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 MBT 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 MBT and Twilio concurrently, but you need to select either MBT or Twilio to manage BOTH System SMS and Quick Sign-In.
This image below has 2 Twilio groups - Students and Recreation - but no numbers or users associated with either of them yet.
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 MBT, you can setup an SMS group in TouchPoint for any group that exists in your MBT account. For those who established an MBT account prior to becoming a TouchPoint client or prior to the TouchPoint MBT Integration (September 2021), in order for someone to receive a text to an MBT 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.
Added information to provide clarity between Twilio and MBT.