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How To Sign Up For A Twilio Account

Want to use our One-Time Password - SMS authentication method?

Use this link to sign up for a free trial.
Then you can contact us with the necessary information and we will connect your api to your Professional or Enterprise account.

 

Table of Contents

 

Important information about a Free Twilio Account.

  • There is no time limit, but they do provide you a testing balance to work with.
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  • Once that balance is depleted, you'll need to Upgrade to a paid plan

  • As long as your account is in Trial status, all SMS messages will be prefaced with "Sent from your Twilio trial account -"
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  • While in Trial status, you can only send SMS messages to a non-Twilio verified phone number (the one you use to sign up for your account will be automatically added to the list).
     
  • To add verified numbers to your trial account, follow the steps in their help article.
    https://support.twilio.com/hc/en-us/articles/223180048-Adding-a-Verified-Phone-Number-or-Caller-ID-with-Twilio

 

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How to sign up on Twilio and what information to provide us.

  1. Use this link to sign up for a free trial

  2. On the screen, fill in your information and sign up for a free trial.
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  3. Once you log into your new account, their system will ask you a few questions to get the account set up properly.
      1. Do you Write code?  Select (No).
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      2. What are you here to do? Select (Get a Twilio number to use with a different service).
        2020-10-13_18_10_08-Twilio_Cloud_Communications___Web_Service_API_for_building_Voice_and_SMS_Applica.png
      3. What service/company are you integrating Twilio into? Select (Other).
        2020-10-13_18_10_36-Twilio_Cloud_Communications___Web_Service_API_for_building_Voice_and_SMS_Applica.png
         
  4. Now that your account is set up, you need to get a phone number.

  5. Click on the Get a Trial Number button.
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  6. A pop up will appear with a number granted to you.  Click the Choose this Number button to accept it.
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The information you need to enter from Twilio

  1. Now that you have your number, you'll need to gather three pieces of information on your Twilio dashboard (shown below).
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  2. Log into your Admin Console and click on the Site Configuration button.
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  3. On the left, click on Twilio Settings.
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  4. On the right, you will need to enter the Trial Number, the Account SID, and the Auth Token accordingly.
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  5. Once you enter the necessary information, press the Save Configuration button.
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  6. Now you can utilize SMS for OTP on eForms and FileShare links.
     
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Still Have Questions?

If you need help or have additional questions please contact us.

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