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SMS Campaigns Setup

SMS Campaigns Setup connects your organization to Twilio so you can send and receive texts. It's a four-step wizard: create a subaccount, register its credentials, verify the configuration, and draft your first campaign. Reach it from the Setup link on the SMS Campaigns or Messages pages when the integration shows "Not configured".

SMS Campaigns Setup

Steps in detail​

Step 1 — Prepare Subaccount Application​

  • Create Subaccount + Number Automatically — provisions a Twilio subaccount and buys an SMS-capable phone number for you in one click; it pre-fills the credentials in Step 2.
  • I already have credentials — skip straight to Step 2 to paste your own.
  • A read-only application template (business purpose, use case, expected volume, and a TCPA / Twilio A2P opt-out compliance statement) is provided for manual carrier registration.
  • Manual path: create a Twilio subaccount, get its Account SID and Auth Token, buy an SMS number or configure a Messaging Service, and set the inbound webhook to {your-app-url}/api/webhooks/twilio.

Step 2 — Register Subaccount in Upchannels​

Enter (or confirm the auto-filled) credentials, then Register Subaccount:

  • Friendly name — a label for the subaccount.
  • Twilio Account SID (AC…) and Twilio Auth Token (required).
  • Default From Number in E.164 format (e.g. +12345678900).
  • Messaging Service SID (MG…, optional).

Step 3 — Verify Configuration​

  • Run Verification checks your setup and shows Configured or Not configured, plus the expected inbound webhook URL so you can confirm it matches what's set in Twilio.

Step 4 — Register a Draft Campaign​

  • Enter a Campaign name and Description to create a Draft SMS campaign, or
  • Open Advanced Creator to build a full campaign in the Create flow.

Step by step: connect Twilio​

  1. Step 1 — click Create Subaccount + Number Automatically (or I already have credentials).
  2. Step 2 — confirm/enter the Account SID, Auth Token, and a Default From number; Register Subaccount.
  3. Step 3 — Run Verification and confirm it reads Configured.
  4. Step 4 — create a draft campaign, or open the Advanced Creator to send your first send.

Tips & best practices​

  • Let us auto-create the subaccount and number unless your ops team already provisioned one.
  • Keep the Auth Token secret — treat it like a password.
  • After registering, double-check the inbound webhook in Twilio matches the URL shown in Step 3 so customer replies reach your Messages inbox.

Troubleshooting​

IssueFix
"Account SID and Auth Token are required"Fill both in Step 2 before Register Subaccount
Step 3 shows Not configuredRe-check the credentials and that a Default From number or Messaging Service is set
Replies don't arriveConfirm the inbound webhook in Twilio matches the URL from Step 3
Auto-create failedYour account may not allow programmatic subaccounts — use the manual path and contact sales

What's next​