TRIBUS has a new Twilio integration that allows users to receive text message (SMS) alerts from their TRIBUS CRM. This should allow users to claim leads that require acceptance more immediately than an email alert.
The integration requires users to set up a Twilio account from which the text messages will be sent. A brokerage with multiple agents only needs one Twilio account in order to enable this integration.
Visit https://www.twilio.com/try-twilio to set up a free trial account.* (Please note: Twilio is the only third-party option that will work with the SMS-alert feature in the TRIBUS CRM. The Twilio account will be managed at the brokerage level, and TRIBUS will not have access to the account.
Important: *Trial Twilio accounts cannot be used indefinitely. New trial accounts are allotted trial credit to set up and test the functionality for their brokerage. Users must upgrade to a paid account to continue using their Twilio SMS number when their trial credit runs out. Trial accounts may also not send text alerts to non-verified mobile numbers. In other words, clients must manually add and verify the phone numbers of their users through the Twilio user portal here in order for them to receive text alerts. This is not necessary for paid accounts. Currently, the minimum deposit amount for paid accounts is $20, which will go toward a $1 per month fee for the Twilio phone number, and the per-message cost of $.0075; so that $20 could conceivably last for many months, depending on your site's lead traffic. Finally, all text message alerts sent from a trial account will include: "Sent from your Twilio trial account."
When you've set up your Twilio account, you'll need to enter three pieces of information into the back-end of your TRIBUS site:
- Account SID
- Auth Token
- Twilio Phone Number - this acts as the from number for all text messages sent from your CRM
Account SID and Auth Token can be found on the Dashboard in Twilio under Account Summary.
The Twilio Phone Number is found under the Active Numbers menu under Phone Numbers.
When you have these three items, navigate to TRIBUS>Settings>Alerts (tab) under Network Admin.
Scroll down to the Text section of the page and enter your Twilio info as shown in the example below. Click Save.
Finally, you'll need to ensure that the user's mobile phone number is entered into the correct field on their user profile, otherwise they will not receive text alerts. The user's cell phone number should be entered into the Phone field of the Email Settings section of the user profile, near the bottom of the page.
Please note, this phone number field is in addition to the mobile phone number in the Contact Info section of this page, as this is still required info for the brokerage's agent roster page.
After the Twilio account information is populated and user mobile numbers are entered, users will automatically be set up to receive SMS text alerts for any custom routes that require acceptance.
This setting can be edited within the brokerage's custom routes, under Step 1: Set the Basics>Choose Alert Type. Available options are: Email Only, Text Only, or Email and Text.
Users who are set up for SMS alerts will receive a text message like the example below when a lead goes through a custom route they're subscribed to. Users may tap the appropriate link to accept or reject the lead.