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ProfitSystem can send SMS using a Twilio account.

Twilio requires a paid account in order for the Integration with ProfitSystem. Sending Text Messages will not work using a Twilio Trial Account. If you have multiple stores, you will need to have a separate Twilio account and a separate phone number for EACH store.

A. Create a Twilio Account

  1. Sign up for a Twilio account: https://www.twilio.com/try-twilio
  2. Verify your account with Twilio
  3. Login to your Twilio account: https://www.twilio.com/login
  4. Upgrade your account so you have money to text with: https://www.twilio.com/user/billing/upgrade

B. Select a phone number for SMS

Buy a Twilio phone number: https://www.twilio.com/user/account/phone-numbers/search You cannot use a Trial phone number to integrate.

C. Set up A2P 10DLC with Twilio

A2P 10DLC is a program for businesses that want to send text messages. It is designed prevent bad actors from sending spam text messages. You must register your business with 10LDC to send text messages.

As announced by The Campaign Registry (TCR) in September 2022, all businesses must register on 10DLC Standard in order to be compliant with carrier and government regulations. If your business isn’t registered, your messages may be at risk of being filtered or blocked. All registration will take place in your Twilio account. Please follow Twilio's guides below for step-by-step instructions for each phone number you have setup in Twilio.

What is A2P 10DLC? https://help.twilio.com/hc/en-us/articles/1260800720410-What-is-A2P-10DLC

"A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person (A2P) type messaging via standard 10-digit long code (10DLC) phone numbers. Carriers in the US consider all Twilio traffic to be A2P. Carriers’ A2P 10DLC offerings provide better delivery quality and lower filtering risk than long code SMS of the past, using the same phone numbers.

Special Use Cases are now supported, however if you are a customer registering a special use case requiring additional carrier approval or a 527 Political Organization, please see our guidance on Special Use Cases before proceeding with registration.

Register now to benefit from improved deliverability and increased throughput in the new verified A2P 10DLC ecosystem. A2P 10DLC comes with new registration requirements for businesses who intend to send long code messages to AT&T in the US." - cited from Twilio's 'What is A2P 10DLC" guide

Twilio A2P 10 DLC Onboarding Video https://www.twilio.com/blog/the-new-a2p-10dlc-onboarding-experience

Registration Overview https://pages.twilio.com/10DLC-HelpArticles-WW.html

List of campaign use case types for A2P 10DLC registration https://support.twilio.com/hc/en-us/articles/1260801844470-List-of-campaign-use-case-types-for-A2P-10DLC-registration

https://support.twilio.com/hc/en-us/articles/11847054539547-A2P-10DLC-Campaign-Approval-Requirements

Most shops use "Low Volume Service"

Here are some 10DLC sample messages and an opt-in message

Message #1 sample

Sending user notifications such as appointment reminders, order pickup reminders, review requests, and promotional offers.

Message #2 sample

Your appointment with [retailer] is on 5/20/2025. Call us at 800-555-1212 to change your appointment. STOP to cancel messages.

Message #3 sample

Your tuxedo from [retailer] is ready for pickup and is due back on Monday by 6pm. STOP to cancel messages.

Message #4 sample

Thank you for returning your tuxedo to [retailer]! Please consider giving us a review https://example.net. STOP to cancel messages.

Opt-in Message Customers provide opt-in in person by requesting SMS capabilities within the store when making a purchase. By signing the agreement, they authorize [retailer] to send text messages with order status updates, appointment reminders, and other information.

The sales contract they sign contains the following: By signing this agreement, you give us permission to text, mail, or SMS. You also give us permission to use your likeness in text, emails, ads and any other media. Message/data rates apply. Consent is not a condition of purchase.

Once 10DLC is approved, you can configure ProfitSystem to send SMS using your Twilio Account.

D. Set up ProfitSystem to send SMS

  1. Go to the Twilio console and view your Account SID and Auth Token
  2. In ProfitSystem, go to the SMS setup at Setup->Stores->Email/SMS tab
  3. Set the service to "Secondary"
  4. Copy and Paste your Twilio Account SID and Auth Token into ProfitSystem
  5. Restart ProfitSystem.
  6. You can test it by going to a test Customer record and clicking Email & SMS.
  7. Choose Blank SMS and enter your mobile number and a test message and send it.