How To Use Twilio - Tutorial For Beginners

hey there scott here your video is going to start in just one moment i just wanted to say thank you for stopping by my channel the video that you're about to see is part of a series of videos all of these videos are educational they're teaching you a strategy or they're teaching you about a new tool or they're walking you through a campaign or somebody's delivering insight all of the people that teach over in these videos some of them are me but a lot of them are other individuals who are subject matter experts in their field i hope that these videos will be useful there's a variety of sales videos marketing videos videos that highlight and discuss different tools and technology as well as videos that discuss high level as well as granular strategy these are meant for individuals that are looking to level up in their own career or if you're going down an entrepreneurial road and you want to understand how to build a business from the ground up a lot of these videos can help you as well if you enjoy the video and you watch the whole thing if you got some value from it which i really hope you do please like obviously hit that subscribe button it means a lot but also i want you to check out two other free resources there's a newsletter a bi-weekly newsletter called roi overload that basically highlights the best the latest the greatest the tools strategy insights articles case studies for sales marketing entrepreneurship and if newsletters aren't your thing then you can also check out the roi overload medium publication again it's a free resource that allows you to read case studies learn from people that have done it before a wide range of authors contribute to the roi overload medium publication again link is in the description of this video i hope you enjoy these resources i hope you get some benefit out of them that's all i got here's your video [Music] hello and welcome you're now looking at twilio.com and twilio.com allows you to build cloud-powered applications without having to know coding that are fully secure appropriately priced and extremely practical for both marketing and customer service it connects with several popular applications allowing you to keep communications where your customer already spends their time and prefers to communicate allows you to track your users progress using both sms and voice technology it allows for text marketing call tracking lead alerts as well as sms surveys and the platform is used by both large enterprise as well as small business once you understand how to set up the twilio applications you'll be able to interact with your customer on an automated basis in a more personal manner so in this course we will walk through the basics of setting up several applications as well as integrating with third-party services we'll focus on programmable sms as well as programmable voice technology and you'll be able to get started by opening a free account with twilio okay so with that thanks and i will see you in another video welcome back we're going to start the process by going to twilio.com to open an account once we get there what we're going to do is click the sign up button we're then going to start the free trial we're then going to need to verify our email address then from within our inbox we'll find the email and verify our email address we'll then need to add a phone number in order to verify our account with twilio what we're going to do now is use our google voice number to verify our twilio account we're now going to add in our google voice number and then click verify we'll then be asked for our verification code we will then go and check our google voice number to make sure that we have the code and once we have the code we can then head back to our twilio account we're then going to click submit our number will then be verified and we will then be ready to begin using twilio okay so with that thanks and i will see you in another video welcome back it's a good idea to look at twilio pricing at this point now there are three options in terms of the way you're going to be able to pay for the twilio service you can pay as you go you can generate a volume discount or you can commit to a certain use of twilio and then pay up front and your use of twilio will determine how much you'll be paying and as of the recording of this video you can see the pricing for programmable voice for programmable sms if you choose to use the twilio email api or for whatsapp chat conversations and video and then for programmable wireless services now what you're likely used most without knowing code will be programmable voice sms as well as the send grid email api and you'll be able to access the pricing page on your dashboard by going to this area that says learn and then clicking this learn how twilio pricing works now when you initially start with twilio you're going to be given a trial balance and as of the recording of this video you can see that our trial balance as we get started is fifteen dollars and fifty cents now what you're going to notice is that there are some restrictions on your trial and to find out the limitations of the trial you're going to click this link now some of those restrictions are that your calls will be limited to 10 minutes any non-twilio numbers you want to place a call to will need to be verified first when you send sms messages you're going to want to note that your messages will be appended with sent from a twilio trial account now your testing can include the upgrade of your account what you're doing then is you're adding in your credit card account or paypal on the billing page so that if you have an overrun you'll be able to be charged by twilio so you'll need to determine if this is something that you're going to want to do if you're in the testing process so we're going to do right now is we're going to click inside and we're then going to get a twilio trial number okay so with that thanks and i will see you in another video welcome back now before you can start a twilio project you're going to need a trial number and so we're going to do is we're going to click get a trial number now twilio will pre-select a number for you if you don't like that number or you want one that's going to be more in line with what you're doing you can click search for a different number what you can then do is you can write in the area or region code that you want you can then write in all of the factors that you want associated with the particular number what you can then do is click search what you can then do is choose your number you'll then have your new twilio trial number you can then click done you'll note that your project dashboard will then have your number you're then ready to begin using twilio now if you do need more numbers in order to execute more things that you're going to try you will need to upgrade your account in order to do that okay so with that thanks and i will see you in another video welcome back now we are now within our first twilio project dashboard we're first going to do is we're going to give our twilio project the name and we'll edit and then write in our new name we'll then click the check box once we do that we're then going to want to go to the drag and drop builder which is called studio now tier that twilio will give you flows or pre-made templates that will help you to put together different scenarios for you to use your phone number in order to automate communication for example if you wanted to create an sms autoresponder you can click view guide and the guy will give you a recipe for creating the sms autoresponder you can find more complex guides in the studio on the left-hand menu as well as all of the guides that are going to be available to you now the widget library are the elements you're going to use inside of the flows and so you'll want to get to know some of these widget elements for example you have a send message element which we will be using in the flows that we create for our number you have a record voicemail widget or element you have a capture payment element so these are the factors that you're going to be stringing together inside of your flows in order to create different elements to make twilio an automated assistant okay so with that thanks and i will see you in another video welcome back so we're going to do first is we're going to create a flow for an sms autoresponder so to do that we're going to click create a flow we're then going to write out our flow name we're then going to click next now there are several ways for us to build out our autoresponder we can build an appointment reminder autoresponder we can use an sms chat bot we can also use a phone tree we can do call forwarding lead routing or an import for the sake of this video we're going to start from scratch now you'll notice our widgets on the right hand side menu you'll notice that we have an element here on our canvas so we're going to start the trigger at being an incoming message so we're going to do is we're going to go to transitions and we're going to state that if there's an incoming message we're then going to want to select a specific widget and we're then going to add in a new widget and what we're then going to do is we're going to send a message we're then going to scroll down in our widget library you'll then see the widget what you're going to do is you're going to drag that widget onto your canvas we're going to do is we're going to click on top of this widget that's going to open up the dialog box for this widget and so we're going to do is we're going to create a name for the widget what we're then going to do is write in our message body what we're then going to do is click save what we'll then do is connect the message to our trigger and so we'll drag this in position and then we'll connect the two together we're now going to do is to publish this flow to our number we're then going to click publish so we're now going to do is go back to our number and we're going to do is we're going to come to our menu we're then going to click on our phone number we're then going to click inside of our active phone number we're then going to come inside of our messaging area what we're going to do now is we're then going to change this messaging area by stating that when a message comes in we're then going to use a studio flow we're then going to select the flow that we just created we're then going to click save we're then going to send a message to our number and we're going to write in our message once we do that we're then going to click send what you'll then see is twilio will return the message from your account and you'll then see that trial message appended to your message and you'll see the message that you intended to be sent okay so with that thanks and i will see you in another video welcome back now the reason that this test worked is because we use the number that's already verified with twilio if you used a regular sms number that had not been verified with twilio you would not be able to test your system and so in order to test the system you will need to make sure to upgrade your account and to do that what we're going to do is to click upgrade project and we're then going to need to add in our company address you'll need to add in a billing address and you'll then need to add in payment information you can either use a credit card or you can use a paypal account now in order to fund your account you will need to note that there will be a minimum charge in order to do that you'll see that that minimum charge as the recording of this video will be twenty dollars and the same will be true if you choose to use paypal so as long as you're using the number that you verified you will be able to test your twilio account without additional fees okay so with that thanks and i will see you in another video welcome back in the initial creation of the autoresponder sms the message was not sending properly to the account and so what needed to happen was to look to twilio to determine why the message wasn't being sent and to do that what you do is you'd go to this menu item and in this case we sent a programmable sms and what we want to look to is we want to determine inside of the communications cloud if there was a problem with the setup and so what we would do is we would click this programmable sms you then see the various message logs and so what we would do is we go to the message that failed to determine why it failed and in this case the determination was that the url that had been added was added improperly so twilio would not send the message back to the individual even though the sms trigger was formed correctly and so if you have to troubleshoot you'll be able to go to the log to determine what happened with each individual message you should also get a message from twilio telling you that your system for some reason is not working properly and you will then need to investigate the reason you then want to go back to your studio and you'll find the studio on the left side menu you'll click on your studio in this case you can go to this menu item that says manage flows you'll also see your flow here in this area we're going to click on top of that flow we would then be able to make any changes to the flow in this case we'd be able to eliminate the bad media url and then save the new media flow we would then be able to publish that media flow and then we can then retest our system okay so with that thanks and i will see you in another video welcome back in this video we are going to go back to the studio we get back to the studio what we're going to do is we're going to click this button to create a new flow we're now going to rename our flow we're then going to click next we're going to click start from scratch and then we're going to click next now in this case what we're going to do is we're going to forward the call and to do that we're going to go to our widget library and we're going to pick the connect call 2 so we're going to drag our connect call 2 to our canvas once we do that we're going to click on top of this element we're then going to rename the element now we can connect the call to a specific number we can connect it to multiple numbers we can connect it to a client user sim endpoint or conference now for the sake of this video we're going to use a single number and then what we're going to do is we're going to write that number here in this area and then we're going to click save what we're then going to do is we're going to position the box underneath our trigger we're then going to connect the element to the trigger once we do that we're then going to click publish and then we're going to click publish once our flow is fully updated we're then going to go back to our number once we get back to the dashboard we're then going to find the actual phone number and then we're going to click on top of that number we're then going to set the parameters when a call comes in in this case we're going to create a studio flow we're now going to select the flow and we're going to place our flow here and then we're going to click save our number then should be successfully updated we're now going to do is we're going to make a call to our number we're then going to make an audio call from our number when we're in test mode in twilio what we're going to need to do is we're going to need to click a key in order to send the code once we do that we'll then see the call to our forwarded number okay so with that thanks and i will see you in another video welcome back now this video we're going to go back to create a new flow and so to do that we're going to go in our left side menu we're then going to go back to our studio we're then going to click open our studio we get back to our studio we're going to see two flows and what we're going to do then is we're going to click this button that says create a new flow and we're now going to create a third flow we're now going to click next in this case we're going to click start from scratch we're then going to click next in this case what we're going to do is we're going to record a voicemail so we're going to do is we're going to drag in record voicemail and we're going to do that is going to click on top of the flow we're then going to give this widget a name we're going to do is we're going to set the parameters we're going to stop recording after 10 seconds of silence we're also going to stop recording on a certain key press in this case we're going to place the number one and we're also going to set the maximum recording length at a specific number of seconds we can choose to have the transcription turned on by clicking this button turned on and we can put in the transcription callback url in this case we're going to leave the transcription turned off and we're then going to click save what we're now going to do is we're going to connect the trigger and we're then going to do is click publish we're then going to click publish now that our flow is published we're going to head back to our number in this case what we're going to do is go to all products and services we're going to go to our phone numbers once we get to our phone numbers what we're going to do is we're going to click on top of our number we're going to reconfigure our number so that we now look for the third flow we're then going to click save so what we're now going to do is make an outgoing call so we're going to place in our number and we're then going to dial out our number we're going to click allow you have a trial account you can remove this message at any time by upgrading to a full account press any key to execute your code and we have now set up our voice recording okay so with that thanks and i will see you in another video welcome back in this video we are going to create a new flow so we're going to go into our all products and services we're then going to come down into our studio we come into our studio what we're going to do is we're going to click on create a new flow we're then going to give our flow a name we're then going to click next we're then going to click start from scratch we're then going to click next what we're now going to do is we're going to gather input on the call so we're going to drag and drop this element into our canvas we're then going to do is click on top of the element we're then going to give the widget a name now the point of this automation is to have the user provide us input and so what we can do is we can either say or play a message if we say a message we can write in the text that we want twilio to say to the caller if we want to play a message we'll need to have the url of the audio file in order to place in this area now for the sake of this video we are going to say a message and we're going to write in the text to say we're then going to select the language that we want twilio to say this in we're then going to select the speech recognition language we can choose to stop gathering information on the key press and we can choose to stop gathering after a certain number of digits once we do that we can then click save what we're then going to do is to connect the element our element will then be connected once we do that we can then click publish we'll then click publish what we're then going to do is go to our number we're then going to click on top of the phone number link we're then going to go to our phone number and then we're going to go inside of that phone number we're then going to click inside of that phone number and once we do that we're then going to click on our flows we're then going to set the flow to be the flow that we just created we're then going to click save what we're then going to do is call our number we'll then click the call you have a trial account you can remove this message at any time by upgrading to a full account press any key to execute your code now is the time for all good men to come to the aid of their country and our input will then be gathered okay so with that thanks and i will see you in another video welcome back now in this video we are going to start the process by creating a new flow so we're going to come down on our left side menu and go to our studio what we're then going to do is click create a new flow and we're going to give this flow a name we're then going to click next we're then going to click start from scratch and then click next and we're going to do is we're going to use the say play widget what we're going to do is we're going to pull this widget into our canvas we're going to click on top of that widget we do that we're going to give this widget a name now in this case what we can do is we can either say or play a message so we can make our choice and then click play a message now what we're going to need to do is we're going to need to have an audio file that is going to be playable that we can place here in this area so we're now going to do is we're going to upload an mp3 10 second clip and it's now going to be available inside of our server so we're now going to do is we're going to grab the url to that link and we're then going to place that url here in the url of audio file dialog box we're going to leave the number of loops at the default which is one we're then going to do is click save what we're now going to do is we're going to connect our trigger to our new flow so we're going to grab the button our flow is then connected we can then click publish we'll then click publish we're now going to do is head back to our telephone number and we'll click phone numbers inside of our left side menu we'll then click inside of the phone number we'll then change our flow now we're going to change it to the new flow and then click save we're now going to test our flow by calling the same number and we'll do that by clicking on the phone button you have a trial account you can remove this message at any time by upgrading to a full account press any key to execute your code [Music] so we've now successfully set up our twilio number to play a message when someone calls okay so with that thanks and i will see you in another video welcome back now your twilio account does have account settings that you may want to consider in order to secure your account and you'll find those settings in the upper right hand corner and you'll be able to click settings typically when you first make changes to your account you'll need to authenticate and all you'll need to do is to write in your account password now one thing that you can do is you can add in two-factor authentication you can do that here in this section now one of the other things you can do in the settings area is you can create a sub account what this will do this will allow you to segregate certain activity for specific brands or businesses or customers if you are using them and so what you're going to do in order to undertake this is you're going to go to the subaccounts area what you're then going to do is click add new sub account you're going to give that sub account a name what you're then going to do is click create what you'll then be able to do is to operate twilio with a specific name and a specific set of settings and all you'll need to do is to click view subaccount and what you'll notice here at the very top is that your menu has changed to your particular sub account you can manage your sub accounts from the subaccount area all you need to do is to go to this drop down arrow and then you'll be able to go back to the master account now if you're going to be doing integrations you're going to need an api key which you have in this left side menu you can create another api key by clicking this button and if you're going to allow applications to connect to your twilio account you're going to need to upgrade your account here in this area and then use the connect apps setting here in your settings area okay so with that thanks and i will see you in another video welcome back now there are two additional links that you want to be aware of in the settings area in particular you're going to want to be aware of the usage so we're going to click inside of the usage it's here in the usage area where you'll be able to keep track of how much you are using in real time and so this will be where you'll find out what will be counting against your total as time goes forward for example if we want to look at the phone numbers and how they're costing us we'll be able to do that we'll be able to go to the individual phone numbers and we look inside of that phone number we'll be able to look at our calls log our messages log and our events log so everything that happens in our account we'll be able to look at here in this area any programmable messaging we'll be able to find out through our sms logs in the very same way that we looked at our phone logs it's here where we'll be able to track down anything that happened that either failed or succeeded and you'll also be able to access your programmable voice logs this will give you access to all of your calls and whether they were incoming or outgoing and what the result of those calls were once you understand your usage you'll be able to click on the billing you'll be able to determine where your billing is at any particular point in time you'll also be able to look at this versus the pricing that you are currently paying for so it's here that you'll be able to determine what your pricing should be and how your billing should be proceeding okay so with that thanks and i will see you in another video welcome back now twilio has an integration with the online third-party organizing system called slack now that integration does take some understanding not only of twilio but of the automation in general and it may be slightly complicated now another way to integrate twilio with your slack account is to use the third-party cloud-based connector zapier and zapier has an integration with both slack and twilio that does not require any coding or specialized knowledge it does require a zapier account as well as your slack account and this integration is considered to be one of the more popular ways to use both slack and twilio and the triggers can be either new recordings or new calls in twilio or messages in slack so that the action will then be a corresponding action inside of the other application assuming that you have a zapier account you'll want to log in to zapier and you'll want to determine which integration you want to do what you'll need to do then is click try it now you are going to need to have a slack account that has already been connected to zapier what we're going to do now is we're going to sign into our twilio account in order to sign in to our twilio account we're going to need our account sid as well as the authorization token so we're going to take the account s id as well as the authorization token and then go back to zapier we're then going to click yes continue we're then going to choose the number in our twilio account we're then going to assign zapier to a specific number in our account we'll then choose our slack account that's already connected to our zapier account and then pick one of our channels we'll then choose our channel and then we will then be able to turn on our zap and basically what we'll be doing is automatically forwarding our twilio sms to our slack channel okay so with that thanks and i will see you in another video welcome back for users of the popular help desk software zendesk there's an integration with twilio directly through both applications now you will need to have a certain kind of account within zendesk in order to execute this integration so what you'll need to do inside of your zendesk account is you'll need to go to your channel integrations you'll then need to go to the zendesk marketplace once you do that you'll then want to type in twilio and what you'll notice is that zendesk integrates with twilio flex which is a part of twilio but not the general application so once again it's a good idea for us to look at the integration that we can do through zapier so if we look at our twilio integrations we can then type in zendesk and we'll see that there is a zendesk integration we'll click zendesk and you'll notice then that one other things that we can do is whenever there's a new recording new transcription new call or new sms we can then create some kind of action inside of zendesk so we're going to do is when there is a new call we're going to create a ticket in zendesk we're then going to click connect you're first going to connect your twilio account and then click save and continue what we're going to need to do is we're going to need to visit our incoming numbers page once we place the number as instructed and call status changes we can then head back to zapier what we can then do is click ok i did this you'll then want to pull in a sample call and then click continue you're then going to connect with your zendesk account you're then going to choose create a ticket and then click continue you're going to test your existing zendesk account once it is successful you'll then click save and continue once you finish the required fields you'll then click continue once you successfully send your test to zendesk you'll then click continue and your integration is now turned on so that when there is a new call you'll create a ticket in zendesk to notify your agents okay so with that thanks and i will see you in another video welcome back now if you want to determine which applications can be integrated with twilio and zapier you're going to need to do a search and all you'll need to type in is going to be twilio and zapier you'll see a link here that says twilio integrations for zapier you're going to click that link there are a few things to keep in mind zapier is not a free application there is a cost associated with it depending on how many times your applications run secondly some of the applications are considered to be premium applications and they will only run with the paid version of zapier so it's a good idea to come to the integrations page to look to find out which applications you may consider running you want to then determine which of them are premium and which of them you can use with the free version you'll also then want to determine which level of plan that you may consider using and whether this is a cost that you want to bear now as of the recording of this video you're looking at a starter package for approximately 15 dollars per month and if you're just using the service for twilio you'll notice that there are approximately 250 applications that will integrate with twilio and zapier and finally you'll look at some connections and you'll see that zapier will tell you that there are popular ways to connect in other cases you will not see this section when that is the case you're going to want to look at both sides of the trigger in action because not all of the connections will make sense and there are going to be cases where zapier will be willing to put something together for you but it would be something that you would never do in order to put together an integration okay so with that thanks and i will see you in another video welcome back now one interesting zapier connection is so that you can get your email messages read to you by phone call with twilio so basically what you're going to do is you're going to get a message with twilio reading your emails to you what you're going to do is click try it and so you're going to start with a new inbound email and then click continue you're going to set up a custom email and then click continue now in order to run the test we are going to need to send an email to our setup email address zapier will find your sample and you'll then click continue you're then going to set your action to call a specific phone you're then going to click your twilio account and then click continue now the from number will be your zapier account the two number will be a number that you specify once you have the required information in you'll then click continue what you're then going to do is send the test twilio if your test is success your test is successful you'll then see your test in this green area you'll then click finish and your automation or zap will then be turned on okay so with that thanks and i will see you in another video welcome back now zap here has some specific applications that are not third-party that belong specifically to zapier that connect with twilio so for example one of the things you can do is you can send an sms message via email so what we're going to do here is we're going to click try it now the trigger is going to be a new inbound email we're then going to click continue now because we're using a zapier application we're going to need to customize an email address we're then going to click continue if you don't have any samples you'll then skip this step and then you'll continue with the default sample now the action then is going to be for you to send an sms message based on the email we'll then click continue we'll then choose our twilio account and test it once we verify that the test is connected we'll then click save and continue we'll then select the phone number in twilio and we'll then click continue we'll then send the test twilio and once your test is completed your zap will then be turned on okay so with that thanks and i will see you in another video welcome back you can also go the other way around you can receive your sms messages in your email box for this integration we're now going to do is click new sms we're going to select our twilio account we're going to choose the number in twilio we're then going to click continue we're going to use the sample that twilio has available and then click continue we're then going to have it so that zapier will then send out an outbound email then we'll click continue once we have a required information in we'll then click continue we'll then send our test by email to zapier once our test is successful we'll then click finish and our zap will then be ready and we now have it so that we'll be receiving our sms messages in our email box okay so with that thanks and i will see you in another video in conclusion we've now gone through the basics of starting a twilio account setting that twilio account up and then using it to make automations and integrations what we've done is we've gone and we've created new flows and we've created them in the twilio studio each one has a specific function which we can connect to the numbers that we have in twilio now in this account we've used a trial version and so no payment has been made however if you want to use multiple numbers and you want to have the full range of services available to you you'll need to upgrade your account we've been able to track all of our activity as well as troubleshoot using the dashboards where our activity logs reside twilio has more complex add-ons as well as integrations that you can use either via its add-ons or third-party cloud-based connector zapier okay so with that thanks and i'll see you either another video or in another course hello and welcome once you've moved beyond the basics with twilio you can then begin to do more complex flows for example if you were to go to all products and settings and then you were to scroll down and look at your studio once you open up your studio and then you click into create a new flow and give that blow a name you'll recall that you can either start from scratch or you can use recipes to create more complex flows in this course we will go over some of those complex flows so that you can not only use them but also allow them to guide you in creating your own flows what we'll also do in this course is take a closer look at how twilio integrates with zapier in order to connect with popular and useful third-party applications and we'll also do a live example so you can determine how to use twilio to use in your own sms automation as well as voice automation so in order to follow the course you will definitely need to have your own twilio account that twilio account will at least need to have some measure of funding in it even if it is your trial balance we'll start the process by building a phone tree using twilio okay so with that thanks and i will see you in the first video hello and welcome now in this first series of videos we are going to build a phone tree with twilio and to start the process we are going to go to our all products and services then we're going to go and build a new flow so we're going to go to the studio when we get to the studio we are then going to create a new flow and we're going to give that flow a name what we're then going to do is click next now we can build a phone tree in two ways one of the first things we can do is we can build the von tree from scratch what we can also do is we can use the step-by-step tutorial given to us by twilio now if we choose to use the tutorial we can click this link and then click next and what you'll notice here is that the trigger is going to be an incoming call you're going to see that call connecting to the gather import widget so the first thing we're going to do is click on top of that widget and what happens is that we're going to either have a message played or we're going to say a message so we're going to give the automated system the text to say and text to say is going to be either to press one for sales or say sales to reach support press the number two or say the words support so we can edit this field in any way that we want so for example we can change the words to make them more precise and we can edit more of the text so basically now what we've done is we're making it so that when there's an incoming call the message that's going to be read to the caller is going to be for them to either say something or press a button we're going to choose the language in this case we're going to leave the default setting english with an american accent what we can also do is we can choose a message voice and we can choose a male or female voice now the rest of these default settings we're going to leave them as they are and then we're going to click save what you're going to notice here is that there is another part of the process the next part of the process it's going to be the next level after gathering input and this is where your split keys are going to take place and we're going to cover that in the next video okay so with that thanks and i'll see you in that next video welcome back now in the gather input section you're going to see that there's a second side to this element you're going to see that element and it says transitions and you can see here that if we click on top of this element we're going to be working with this transition and basically we have two elements we have an element if the user presses a key and we have that element highlighted here if the user says something we have this element as part of the transition and this is going to lead us to two conditional elements we're going to start by looking at the element that happens when a user presses a key and so we click on top of that key and if we look at the split it's going to be based on this input and so you're going to see transitions at this point now for the split key test where we highlight this area you'll notice then that there is an element that we test before we move on and this is actually a drop down menu and you would have had other choices we decided to say that we're going to test input if the user presses keys or inputs digits and so that is why this content is here in this drop down box in the second gather input what we're saying here if we click on top of this element you'll notice that the variable is different the input that we're gathering is going to be actual speech and speech recognition and so we're basically going to be asking twilio to listen to the user and then determine what it is that they're saying and then we're going to test that variable and so you see these two phrases widget gather input digits that's the input digits test widgets gather input speech result that's the speech recognition test and this would be something that you could drag and drop in and then determine your drop down menus now on the other side you're going to see transitions and basically what we're doing here is we have condition matches in the first condition match you'll notice that if there's no condition match then nothing will be done and basically then if we have a condition where the key that's pressed is number one then we're going to set a call connection we also have another condition that if the user places two we're going to connect the call to a certain area and that is really what you see here in this area and in this box now the split speech recognition is similar if we go to the transition side what we're going to notice is that they're going to be conditions that we're going to set if the individual says sales we're going to have a call connected to sales if the individual says support we're going to have a call connected to support so we're going to do right now since we have looked at this second level we're going to stop the video right here and we're going to pick it up from the third level in this ivr phone tree okay so with that thanks and i will see you in another video welcome back this is part three of our video series on building a phone tree condition on an incoming call and we've looked at the incoming call and how it goes to the gather input stage the at the gather input stage based on what the individual does whether they choose to say what they want or type in what they want then we have these two conditions at this level so the third level happens at this point and there is the transition which we went over in the last video they can either press the number one or press number two or they can say the word sales and say the word support and basically what we want to have done is we want to have the individual sent to a phone number based on what they say and so that is what you see here at this third level we click on this button you're going to see here that what we're doing based on the user input is we're going to have a call connected to a specific number in this case we're not recording the call and we are going to display the caller id and all we're doing here is we're writing in the number where we want twilio to make the call based on the input and we're going to do the same thing if the individual says support we're going to have a call connected to a specific number based on that input and so even though you have two responses in both areas those responses are going to be the same at this level so what we can do here is once we have these phone tree in the way that we want we can then click publish and then we can click publish and basically our phone tree is now ready to be tested what we'll need to do then is we'll need to go to our number if we're using a tested number if we go back to the dashboard and from there we go to our phone numbers now remember if you're testing out twilio and you're only using one number you're going to have to change that number if you have additional numbers what you can do is you can buy another number in order to set up with this tree and so we're going to do in the next video is we're going to connect and test our phone tree okay so with that thanks and i will see you in another video welcome back in this video we're going to start the process of testing out our phone tree and what we're going to do is we're going to go inside of our number and then what we're going to do is we're going to scroll down and we're going to go to the voice section and basically what we want to do is we want to program twilio when a call comes in on our twilio number what we're going to do is we're going to have a studio flow we're then going to do is we're going to select the specific flow in this case we're going to set up our flow to be our ibr tree what we're going to do now is then click save so our tree is now connected we need to do now is we need to test out our tree and what we're going to do now is we're going to call our trial twilio number you have a trial account you can remove this message at any time by upgrading to a full account press any key to execute your code hello how can we direct your call press the number one on your keypad for sales or say the word sales to reach support press two on your keypad or say the word support sales so basically our call directed us to another number now the number that we placed in was not a real number therefore the call ended but our phone tree basically worked the way we wanted to we're going to now test again and this time what we're going to do is we're going to press the number one so we're going to call our twilio number you have a trial account you can remove this message at any time by upgrading to a full account press any key to execute your code hello how can we direct your call press the number one on your keypad for sales or say the word sales to reach support press 2 on your keypad and so you see our call has directed us to the place where we wanted it to be so basically this is the way that you would have set up your phone tree that you would definitely want to make sure that you had real numbers in for sales and support or wherever you want to direct the individuals for your tree okay so with that thanks and i will see you in another video welcome back now in this next series of videos we're going to build an sms survey and to do that we're going to go to all products and services we're then going to go to our studio once we get to our studio we're then going to create a new flow we're then going to give this flow a name we're then going to click next what we're then going to do is we're going to click on the recipe for the sms survey so in this case we're going to click on sms survey we're then going to click next and then twilio is going to build out a sample sms survey in this case the trigger is neither an incoming message nor a call it is the rest api and so our first element is going to be a question and the first element is going to be the send and wait for reply element so we're going to do here is click on top of this element and you'll see here that we're using the send and wait for reply widget element and basically you'll see that in a message body the individual is going to receive a text message now at the end of this question there are going to be some conditions you'll see here that what we're going to be doing is we're going to be using the check response drop down menu if there is no reply nothing happens if delivery fails then nothing happens what will happen then is that twilio will automatically check the response that the individual gives in sending a message back now when the message reply comes back what we need to have is something inside of twilio that will check the response and so we're going to have our check response widget it's going to be connected with the response that we're waiting for after the first question is sent to user and so in the configuration you're going to have a variable to test and that test is going to be the first inbound question and basically this widget is a split test based on so we would come to this menu if we were doing it from scratch we would pull in this variable and you click inside of here and you'd be looking to test a variable and that variable would be based on the first question as you can see here so that's what's happening here in this area and this menu we're now going to delete this button and then they're going to be two new conditions there's going to be a condition based on matches as well as one based on the question and you can see here if we have another split test widget we would be setting the transition based on a value that we are testing what we're going to do here is stop the video here and we're going to pick it up from the check response widget okay so with that thanks and i will see you in another video welcome back now what's important to understand is this check response widget and basically what we're asking twilio to do is to check the response based on the inbound answer in the body of their response and so based on that response what we want twilio to do is to determine where the next transition is going to happen and when we set those transitions we're saying then that when twilio checks the response from the user we want it to look forward to conditions first that there are no conditional matches meaning that the individual did not type a number from one to ten and so if the individual does that what we want twilio to do is to move them into this widget and this message is a send message widget we want twilio to send the user a message that says that we don't understand their answer and for them to please enter another number and make sure that that number is between 1 and 10. now again this is editable so if you don't feel comfortable that this is enough instruction for an individual that did not type in the number 1 to 10 you can write more text in understanding that this individual will be looking at their mobile device and what you'll notice then is that when this message is sent this widget is then connected back to the first question so what we'll be doing is we'll be waiting for the response from the user and then they will then determine if their response is going to be between 1 and 10 they'll then be sent back to this check response widget where their message response will be assessed so if you now understand the relationship between the check response widget the send message widget and then again the send and wait for reply widget will then be able to move on to the next widget where we will determine what happens if the individual does indeed type in a response that meets one of our conditions in this case we've asked them to type in a number between one and ten if they meet those conditions we'll take a look at what happens next in this sms survey okay so with that thanks and i will see you in another video welcome back now in the check response widget in the last video we looked at what would happen if we set a condition based on the fact that the individual did not return an answer that we were looking for in other words they did not type in the number from one to ten in that case they will route it to the send message widget and then route it back to the send wait and reply widget where they're going to face the first question again now in this video we want to take a look at what will happen if the individual does meet our conditions and again within the check response widget on the transition side we will then have it so that if the individual does meet our criteria we're then going to have them directed to the next question now this particular expression is complex there are easier ways to do this you could make it so that if an individual has any other responses between 1 and 10 they are then sent to the second question and the second question is going to be set up in a similar way that the first question will be the loop will then begin again where if the individual replies their response will be checked and then moved on to determine if they'll be sent to the send message app or on to the third question and so in this case the individual is being asked to return a value between 1 and 10 on how likely they are to recommend the product or service to their friends now at the end of the survey you're going to have an area where the results can then be posted to a specific url now there is a point at which you may need to know some coding or you'll need to understand how to have results posted this will be the area where you will getting the individual respond early on in terms of the survey you will not have to know coding one of the things you can do if you don't want to have coding you can have the individual redirected to a specific area so that you know whether or not they responded appropriately okay so with that thanks and i will see you in another video welcome back what we're going to do now is publish and test our sms survey and so we're going to do is we're going to click the publish button and publish our survey then what we're going to do is we're going to head over to our number and we can access that number by clicking on this link that says phone numbers when we get to our phone number what we're going to do is click inside of that phone number and then what we're going to do is scroll down to the messaging area and we're going to do is we're going to set up our flow we're then going to do is we're going to select our sms survey once we do that we're then going to click save now we're going to make one slight change to the trigger in order to start our survey instead of using the rest api what we're going to do is we're going to trigger this based on incoming message so we're going to send the number and incoming message so that we will get the first question so we're going to type in our first message and we type in our word we'll see that we'll get our response so we can then do is we can then rate on scale between 1 and 10. so what will now happen is we will now get the second response so we're going to do instead of writing in a number we're going to write in a response and we're going to type in our response so what should happen now is we should get a response that our response was not understood we can then rate based on the question again and so our response is then noted so what you can do is you can interact with your customer or with your respondent in a way that's going to be individualized to their experience okay so with that thanks and i will see you in another video welcome back now in this series of videos we're going to look at the integrations between twilios and some of the more popular third-party applications used by those that operate online and so in this case we're going to look at the integration between twilio and twitter through third party application connector zapier so from the twilio integration page on zapier we type in twitter so that we can be sure that there is an integration with twilio we're then going to click on twitter we're then going to see are the more popular ways of connecting twilio to twitter and we see one in particular that we can get sms messages with new twitter followers we're going to click try it we're then going to click continue once we get to the twitter page now if you've already connected your twitter account to zapier you'll just want to test it if you've not yet connected your account you'll need to click this button it says connect an account and what you're going to do is to sign into your twitter account through zapier we're now going to do is click save and continue now we are required to write in the username to watch for new followers again you'd write in a username that would be central to your business now we're just using this name for the sake of example we're now going to click continue zapier will pick a sample and then click continue we'll then choose our twilio action which is to send an sms message we're then going to choose our twilio account and then click save and continue we're going to determine which twilio number that we're going to use we're going to determine the number that we're going to send the sms to you will need to make sure that you include the country code we're then going to click continue we're then going to send our test to twilio once our test is successful we'll then click finish and our zap will then be turned on so that whenever we have a new follower we will have a text message sent by twilio to the number that we want to be notified by with information and you can see that we received our text through twilio okay so with that thanks and i will see you in another video welcome back you can use zapier to connect twilio and your wordpress website and to do that you're going to come to the twilio integration page and you're going to write in wordpress you'll see the integration and click wordpress and you'll see that there's at least one popular connection point between twilio and wordpress you can post new twilio sms messages on wordpress we're going to click try it we're now going to do is click new sms with twilio we're going to connect the correct twilio account and click save and continue we're going to determine the twilio number that we're going to use and we're then going to click continue we're going to select a sample and then click continue we're then going to choose create a post and then click continue we're going to choose a wordpress site and then test the site once we verify our test is successful we'll then click continue we'll then verify our title and our content and then click continue we'll send our test post to wordpress once we verify that our test is successful we'll then click finish and our zap is then working and active and you'll then see your draft post okay so with that thanks and i will see you in another video welcome back in this video we're going to use zapier to connect twilio to our dropbox account and to do that we're going to write in a dropbox to the twilio integrations page now one of the popular ways of using twilio and dropbox through zapier is to have your twilio car recordings saved to dropbox so we're going to click try it for this integration what we're going to do is we're going to look for the trigger and we're going to look for a new recording and then click continue we're going to connect our twilio account and then click save and continue if you have recording that can be used as a sample twilio will pick it up we'll then click continue we're then going to select upload file we're then going to test our dropbox account once we have success we'll then click save and continue we're then going to select a specific folder in our dropbox account once we have it we'll then click continue what we're then going to do is send our test to dropbox and then zapier will verify that your test has been sent to dropbox what you'll then want to do is to go to dropbox look in the folder where you specify that the test should be sent we can then check our file and is now present in the folder that we specify okay so with that thanks and i will see you in another video welcome back if you use webinar services such as zoom or go to webinar you can connect them to twilio using zapier so in this video we're going to start by working with zoom and although there are no popular zoom and twilio integrations we can assess what it is that we'll be able to do we can select that there is going to be a new registrant on our webinar what we can then do is we can then select an action we can have our phone called or we can have an sms sent to us we can then do is click connect we're then going to test our zoom integration we'll then click save and continue we're then going to select one of our upcoming webinars once we do that we'll then click continue zapier will look for a registrant and then we'll click continue we'll then choose twilio as the action app what we'll then do is choose to have an sms sent and click continue we'll then choose our twilio account we'll test that account and then click save and continue we'll then choose our twilio number and then we'll choose the number where we want the sms to be sent we'll then write in the text of the message once we do that we'll then click continue we'll then send our test to twilio we should then be able to verify that our test is successful we should also see a text present in our sms inbox okay so with that thanks and i will see you in another video welcome back you can also use twilio and zapier to connect to most major autoresponder services so for example if we want to connect twilio what we do is to come to the twilio integrations page and we type in get response get response is a premium integration and so you will need a paid account in order to connect to get response so we're going to do here is we're going to look at the integrations since there are no popular integrations present and basically one of the things we can do is we can consider a new contact and then we can have an sms sent when that contact becomes part of our email marketing list and so we're going to do here is click connect and once we've connected our get response account what we're going to do is to look for one of our lists in get response and once we do that we'll then click continue zapier will then look for one of your contacts you'll then click continue you'll then connect twilio what you'll then do is select send sms what you'll then do is then click on your twilio account and click save and continue you'll then choose your twilio number you'll then place in the number where you're going to send the sms as always you want to make sure that you're going to place your country code next to your number and of course you're going to make sure that you place your country code next to the number you'll then write in your message what you'll then do is click continue you'll want to make sure that your test works by sending a test and you should now see the message that you just sent it means then that all you'll need to do is to click finish in order to add the zap okay so with that thanks and i will see you in another video welcome back now just as you use zapier to connect twilio and zoom you can also connect go to webinar which is also a webinar system and so what you'll do is to come to the twilio integrations page you'll then type in go to webinar once you do that you'll see then that go to webinar is another premium integration what we can do is we can notify by sms when there is a new attendee and so we can do that is we can send an sms or we could also make sure to call a phone we're going to select send sms so we're going to do it here is click connect you'll then test your gold webinar account if it is successful you'll then click save and continue you'll then choose an upcoming webinar once you do that you'll then click continue once you have an attendee you'll then click continue you'll then select twilio you'll then select send an sms message you'll then select your twilio account click save and continue you'll then select your twilio number as well as the number where the sms message is going to be sent we'll then write our message and then we'll click continue we'll then send our test to twilio tulia will then send a test sms you should then see a message you should then see a message in the sms mailbox and by clicking finish your zap will then be set okay so with that thanks and i will see you in another video welcome back now the next to last of our integration series we're going to look at connecting twilio to payment system stripe and you're going to see that there are several popular ways of being able to connect twilio and stripe for example you can get an sms notification when you have a new stripe customer so that's what we're going to do we're going to click try it so we're going to do is we're going to select new customer but they're going to be asked to connect our stripe account now if you've already connected your stripe account then all you'll need to do is test it to make sure it's working if you have it what you're going to do is you're going to click this button that says connect an account and basically what you're going to need is your api key from within your stripe account once you have it connected you can then click save and continue zapier will grab one of your customers you'll then click continue you'll then click send an sms you'll then choose your twilio account click save and continue in the from category you'll have your twilio number in the two area you'll have the number where you're going to have the sms message sent and you'll want to make sure that you have your country code in that area you'll then write in your message what you're then going to do is click continue you'll then send your test to twilio if your test is considered successful you should then see your message inside of your sms inbox we can see our message inside of our sms inbox and our zap is now set up okay so with that thanks and i will see you in another video welcome back now in this last of our twilio integrations we're going to look at combining twilio and eventbrite and we're going to use zapier to do it and one of the more popular ways of being able to use twilio and eventbrite together with zapier is to send an sms alert when attendees check in to an eventbrite event we're going to click try it so we're going to do is come down to our panel and we're going to say that we want to work with a new attendee registered we then want to do is send an sms based on that then gonna click connect we're going to test our eventbrite account once we verify that it's working we'll then click save and continue we'll then set up all of our required information once we do that we'll then click continue once we have our samples we'll then click twilio we'll then click send sms we'll then choose our twilio account once we have a required information then we'll then click we'll then send our test to twilio and once we verify that our test is successful we can then check our sms inbox and we can see our test message has arrived in our inbox which means then that every time that there's going to be an eventbrite attendee we will get a notification by sms and all you'll need to do then is click finish and your zap will then be set up okay so with that thanks and i will see you in another video welcome back now in this live example what we're going to do is we're going to set up an sms autoresponder so that when an individual sends a message to our number we're going to reply with a welcome message and so to do that we're going to go inside of our products and services we're then going to do is we're then going to go to our studio once we get to our studio we're going to create a new flow we're then going to give that flow a name we're then going to do is click next we're then going to click start from scratch and then click next now our trigger is going to be our incoming message so we're going to do is we're going to configure twilio to send a message when we get a message and our number we're going to do is click on top of the widget we're going to give the widget a name we're then going to write the message that we want to send once you have it you'll then click save you'll then have your message sent so all you need to do then is connect the two messages once you've done that then your autoresponder will then be ready based on an incoming text message what you'll then need to do is click publish you'll then click publish again what you'll then need to do is to go to your number you can do that on the left side you'll go to your phone number and then once you get to your phone number you're then going to click inside that phone number what you're then going to do in your messaging area when a message comes in you'll want to make sure that it is set to studio flow we're then going to place our new flow in this area we'll then click save so what we're now going to do is to test our autoresponder so we're going to do is we're going to now write in a message once we have it in we'll hit enter and then we'll get a message back from our account okay so with that thanks and i will see you in another video welcome back now this live example we are going to set up a call forwarding and to do that we're going to go to our products and services we're then going to look for our studio then gonna click on our studio once we get to our studio we're then going to click on create flows and we're going to give our flow a name we're then going to click next we're then going to start from scratch and then click next now our trigger is going to be based on an incoming call and what we're going to do then is we're going to grab the connect call 2. we're then going to click on top of this widget we're then going to give the widget a name what we're then going to do is connect the call to a specific number and we're going to write that number here in this area we're then going to click save what we're then going to do is we're going to connect our messages together and then we're going to publish our flow once our flow is published then what we'll need to do is to go back to our console or we can go straight to products and services and find our phone number once we have it we'll click inside of the phone number we'll then come into the voice area we'll make sure that we have a studio flow set up when a call comes in what we're then going to do is we're going to place in our new flow and we're then going to click save what we're now going to do is we're going to call our number so that we can determine if our forwarding is going to work and we see now that our phone call has come in okay so with that thanks and i'll see you in before the conclusion one note is that in setting up the number you're instructed to use the e164 format however in the case of this number what was used was the number without the country code so if you can't get your number to connect during your testing you may want to leave out the country code to try it to verify that twilio is sending your call in this course we've looked extensively at more complex applications as well as integrations with twilio and zapier and you should now be ready to start setting up flows and then connecting them to your twilio number you'll need to determine if your functions are going to be worth the expense that you'll be bearing however it's quite possible that you can use the trial to make your tests relevant before you move forward with a purchase okay so with that thanks and i'll see you either another video or in another course [Music] you

Channel: Scott D. Clary - Success Story Podcast

Views: 12,023

Keywords: how to use twilio, twilio, twilio tutorial, api, twilio sms, sms api, sms, twilio api, brent-schooley, text message api, twilio tips, how to, twilio sms api, tutorial, twilio functions, getting started with twilio, twilio signal, contact center, communications, voice api, mms, phone api, phone call api, text messages, developers, twilio sms tutorial, twilio chat, twilio studio, whatsapp, netflix, netflix and twilio, netflix customer support, signal, signal conference, entertain

Id: vMG3iIqflR8

Length: 86min 22sec (5182 seconds)

Published: Thu Feb 11 2021