Welcome to the Twilio Integration documentation.
Developer can find the D.T Twilio API Documentation here.
Questions or issues? Let us know on the Disciple.Tools Forum.
Getting Started with SMS #
1. Create a Twilio account #
Visit https://www.twilio.com/ to create your account
2. Purchase a number for your region #
Step 1
Navigate to your Twilio Dashboard and click “Develop”
Step 2
Click “Phone Numbers”
Step 3
Click “Manage”
Step 4
Click “Active numbers”
Step 5
Click “Buy a number”
Step 6
Choose a number for your region and click “Buy”
Step 7
Confirm by clicking “Buy”
Step 8
You now own an awesome number!
3. Setup a messaging service #
Step 1
Navigate to your Twilio Console and click this Messaging
Step 2
Click “Services”
Step 3
Click “Create Messaging Service”
Step 4
Name your Messaging Service. “Disciple.Tools” is fine.
Step 5
What do you want to use this Messaging Service for?\ Leave this section as “Notify my users”
Step 6
Click “Create Messaging Service”
Step 7
In Step 2, Click “Add Senders”
Step 8
Leave Sender Type as Phone Number and Click “Continue”
Step 9
Select your phone number
Step 10
Click “Add Phone Numbers”
Step 11
Click “Step 3: Set up integration”
Step 12
Click here.
Step 13
Go to your activated Twilio plugin in the WP Admin and copy the webhook url
Step 14
Paste it in this text field.
Step 15
Click “Step 4: Add compliance info”
Step 16
Click “Complete Messaging Service Setup”
Step 17
Well Done! Proceed to configuring Disciple.Tools
4. Configure Disciple.Tools with your Twilio account information #
Step 1
Navigate to
Step 2
Copy Account SID
Step 3
Copy your Auth Token
Step 4
Open the Twilio Plugin WP Admin Setting page under D.T Extensions > Channels – Twilio
Step 5
Enable the Plugin
Step 6
Paste in the Account SID you copied earlier
Step 7
Paste in the Auth Token you copied earlier
Step 8
Click “Update”
Step 9
Click this dropdown.
Step 10
Select the “Disciple.Tools” Messaging Service we created earlier
Step 11
Click “Update”
5. Setup Disciple.Tools to send notifications via SMS #
Step 1
Open the Twilio Plugin WP Admin Setting page under D.T Extensions > Channels – Twilio
Step 2
Go to the “Assigned Telephone Numbers” section
Step 3
Enable the Notifications
Step 4
Select which Phone Number you want to send notifications from.
Step 5
Click “Update”
Getting Started with WhatsApp #
After you complete steps 1-3 from Getting Started with SMS you can also set up WhatsApp
1. Setup up a WhatsApp Sender #
Step 1
Navigate to
Step 2
Click “Messaging”
Step 3
Click “Senders”
Step 4
Click “WhatsApp senders”
Step 5
Click “Get Started”
Step 6
Click the “Select Twilio number” field.
Step 7
Select your phone number
Step 8
Click “Continue”
Step 9
Click “Continue with Facebook”
Step 10
The next steps are not show here.\ The modals will guide you through linking Twilio with you Facebook Account, and creating an WhatsApp profile using Facebook Business.
Step 11
After the setup up the Facebook WhatsApp profle, click “WhatsApp senders”
Step 12
Click you phone number.
Step 13
In Endpoint Configuration select “Use a Messaging Service” and select the one we create earlier.
Step 14
Click “Update WhatsApp Sender”
Done
Nice work! You are now ready to configure Disciple.Tools to send WhatsApp messages and notifications.
2. Setup Disciple.Tools to send notifications via WhatApp #
Step 1
Open the Twilio Plugin WP Admin Setting page under D.T Extensions > Channels – Twilio
Step 2
Go to the “Assigned Telephone Numbers” section
Step 3
Click “WhatsApp”
Step 4
Enable WhatsApp Notifications
Step 5
Select which Phone Number you want to send notifications from.
Step 6
Click “Update”
Done
Nice Work!
How to Opt In to receiving notifications via SMS or WhatsApp #
Step 1
In Disciple.Tools, open your profile settings by clicking your name
Step 2
Scroll down to “Notifications”
Step 3
Click the edit icon to add the number you want to use for SMS notifications
Step 4
For SMS fill out the “Work Phone” field.
Step 5
For WhatsApp notification fill out the “Work WhatsApp” field.
Step 6
Click “Save”
Step 7
Check the numbers are correct.
Step 8
Select which notification types you would like to receive
Done
Nice work! Your notifications are set up.