Twilio: Step Types

Configuring Twilio Step Type:

From an existing flow on the Flow Builder

Click the plus (+) icon to add a step

Select “Twilio: Send Text Message”

  • Add Account Name to flow step. The Account Name will need to be updated in your Twilio account in order for it to populate in Brightreps Flow Builder.
  • Add Phone Number and/or Message Body to flow step if wanted. You may also add these directly into Sidekick if you so choose, once you arrive to this step.
  • Dynamic Variables: You can use dynamic variables for the value by clicking the “+” icon on the right. That will show you all the variables that are available for you to use.
  • Hidden: If you’d like not to show the field to the Rep, then add a default value and select the “Hide Field in Sidekick” checkbox.

Example Use Case in Sidekick:

%d bloggers like this: