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
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
Each phone number for Twilio or Keyword for MBT must be associated with a Group in TouchPoint. Only one Group can be associated with each phone number or Keyword. However, a user can be assigned to multiple 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.
- Step 3
Select the Group Type: Ministry By Text or Twilio.
For 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
For MBT Groups, the Campus and Group are set in MBT and selected from the dropdown list as you set up the Group.
When setting up a Group, you must designate one Group as Use for System SMS per important note below.
Using these features with Twilio will require that one of your Twilio groups must be designated for system use. To do this, check the box by Use for system SMS, then click Submit. After you have done this, the words “System SMS” will be displayed in a blue badge to the right of that group name.
Using these features with MBT will require that one of your MBT groups must be designated for system use (for attendance reminders), and/or one must be designated for quick sign-in (for mobile easy sign in). To do this, check the box by Use for system SMS or Use for quick sign-in (OTM), then click Submit. After you have done so, either the words “System SMS” or “Quick Sign-in” will be displayed in a blue badge to the right of that group.
- Step 4
Now click the green + Add button beside Numbers and select the phone number for that group. Then click Submit.
You will only need to add numbers to Twilio groups. All MBT groups use the same number.
- Step 5
Each group needs users that will text using that group’s number.
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 6
- 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.
Facts re Groups, Numbers, and Users¶
- You only need 1 Twilio group if you only purchased one number and only 1 MBT group if there is only one group in your MBT account.
- Using Twilio, a phone number can only be in one group. Using MBT, you cannot have more groups setup in TouchPoint than you have setup in MBT.
- 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.
- Using Twilio, numbers will be displayed when you click +Add beside Numbers.
- Each group must have users that can text using that number.
- 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.
This image below has 2 groups - Students and Recreation - but no numbers or users associated with either of them yet.
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.
It 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.
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.
Updated to include additional MBT updates.