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TwilioPRO

This knowledge base article relates to the WS Form Twilio add-on. Included with the Agency edition or buy separately for other editions.

This add-on lets you send SMS messages using Twilio and a WordPress form created in WS Form. You can create new forms from your Twilio phone numbers in a single click from the add form page. The add-on supports sending text messages as well as attaching file uploads, signatures and media library files.

Installation

The Twilio plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the Twilio plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Twilio tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to Twilio

In order to use the add-on, you need to connect it to Twilio. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the Twilio tab at the top of the page.
  4. Enter your Access SID and Auth Token from the Twilio console page.
  5. Click Save.

If you do not have a Twilio account, you can create a new account here.

Creating a Form for Twilio

Automatically

WS Form can create a form for any of your Twilio phone numbers in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a Twilio form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the Twilio tab at the top of the page.
  4. Click on a phone number.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your list does not appear, click the refresh icon in the Twilio tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a Twilio object when a user saves or submits their form.

To add a Twilio action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add  icon to add a new action.
  3. Select Add to Twilio from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The Twilio action settings are as follows:

When Should This Action Run?

You can choose to run the Twilio action when the form is saved, submitted, or both.

From

Select which Twilio active phone number the SMS should be sent from.

Opt-In Field

Use this setting to select which of your fields to act as the opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

To

Enter the phone number the SMS will be sent to.

You can enter straight text and also use WS Form variables in this field. For more information about WS Form variables, click here. There are various email-specific variables that can be used in this field.

For example, you could map a phone field using:

#field(123)

… where 123 is the ID of the phone field.

Message

Enter the message you would like to send to the recipient.

You can enter straight text and also use WS Form variables in this field. For more information about WS Form variables, click here. There are various email-specific variables that can be used in this field.

For example, you could map a text area field using:

#field(123)

… where 123 is the ID of the text area field.

Field Attachments

If you have file upload or signature fields in your form, you can attach them using this setting. To add a field attachment:

  1. Click the Add  icon to add an attachment row.
  2. Select the file upload or signature field.
Media Attachments

You can attach files from your media library to your email. To add a media attachment:

  1. Click the Add  icon to add an attachment row.
  2. Click Select to open the WordPress media library.
  3. Select a media item. The filename will then appear in the attachment row.