Twilio SMS Messaging Integration

Twilio is a third-party integration for ministries that wish to have a dedicated phone number for sending SMS messages. Twilio works for sending voice messages from ChurchTrac as well.

This integration is the most cost-effective way to have mass texting for your ministry.

Total Setup Time: 20-40 minutes

**Ministries located outside of the United States will need to use Twilio SMS to send text messages or voice messages to their people.

Create a Twilio Account
Get a Phone Number
Upgrade and Fund Your Twilio Account
Link ChurchTrac to Twilio
Verify Your Toll Free Number
Send a Test Message
Free Church Texting
Twilio Troubleshooting

Step 1: Create a Twilio Account (2-5 minutes)

To send messages through Twilio, you will need to create a Twilio account. If you do not have a Twilio account, use this link to get started.

Click here to Create a Twilio Account

Proceed by providing Twilio with basic information for your ministry. You will need to verify your email address as well as a phone number to officially create your account.

ChurchTrac Twilio Integration for church mass texting

Once you've verified your contact information, Twilio will ask a series of setup questions to customize your experience.

To ensure a smooth setup process, please enter your responses exactly as recommended below. Failing to use the recommendations for this step may result in having to recreate a new Twilio account.

What do you plan to build with Twilio? Alerts & Notifications
Which Twilio product are you here to use? SMS
Which best describes you/your organization? Nonprofit or government entity

Which best describes how you will use Twilio? Direct Brand
How do you want to build with Twilio? With no code at all
What is your goal today? 3rd party inegrations

Is this account for business use or for individual use? Business use: For my company or organization to use Twilio's services.
Are you a direct customer or Independent Software Vendor (ISV), Reseller, or Partner? Direct customer

Is this account for business or for individual use? Business use: For my company or organization to use Twilio's services.

Step 2: Get a Phone Number (Under 1 min)

On your Twilio dashboard, select the "Get a phone number" button to have a Toll-Free number assigned to you.

Step 3: Upgrade & Fund Your Twilio Account (2-5 minutes)

In order to send SMS messages with the ChurchTrac Twilio integration, you will need to upgrade your Twilio account to a paid account. Proceed by selecting the "Upgrade" button.

First, you'll need to verify your identity. You can use a valid, unexpired government-issued ID, Passport, or any of the other options listed in the screenshot below.

Next, you'll need to verify the country listed on your ID.

Once you've verified your identity, you can proceed to the next step. Your account will need to be funded. Twilio has a minimum of $20 for funding your account. We recommend enabling automatic recharge for your account to avoid having to continuously log into Twilio to add funds.

Step 4: Link ChurchTrac to Twilio (1-2 minutes)

Now that you have a Twilio number, you can link it to your ChurchTrac Account. From your Twilio Dashboard, you will copy and paste both your Account SID and your Auth Token from Twilio to be entered into ChurchTrac.

The credentials used to link ChurchTrac and Twilio are NOT your Twilio user name and password. They are your Account SID and Auth Token as shown in the screenshot above.

In ChurchTrac, go to SETTINGS ADMIN SETTINGS VOICE AND SMS SETTINGS to paste your Account SID and Auth Token from Twilio. Once pasted, select "Validate Twilio Credentials". Your SMS number will appear once the credentials have been validated. This should happen almost immediately.

Step 5: Verify Your Toll Free Number (10-15 minutes)

This is the longest part of the setup process because Churches must follow the same texting guidelines as businesses. Per carrier guidelines, all businesses are required to provide proof of how they are collecting their consumer's consent before sending text messages.

An online form is the best way to do this for churches (and is required by Twilio). Click HERE to view an example of a form card you can easily create in Church Connect.

On your Twilio Dashboard, navigate to PHONE NUMBERS MANAGE ACTIVE NUMBERS. You will then select the "Toll Free Verification Required" link.

Once you have created a form card in Church Connect, fill out the required information and copy the form card URL into the "Website URL" field.

Your business location will be the physical location of your church/ministry.

For the 3rd step of your verification process, you will be describing your messaging use case to Twilio.

To ensure your number gets verified properly, please enter your responses exactly as recommended below. Failing to use the recommendations for this step may result in your Twilio number NOT being verified.

Estimated monthly volume: Select the volume.
Use case categories: Select "Charity/501(c)(3) Nonprofit"
Use case description: "For communication with congregation for notifications and updates."
E-mail for notifications: Use the email of the individual that will be managing your Twilio account (likely yourself)
Opt-in type: "Via Text".
Opt-in workflow image URLS: Use the URL's of your online opt-in form for text communications.
Sample message: "Thanks! Replies may not be monitored. Reach out to your church with any questions. Reply STOP to opt-out at any time."

Once completed, your number will then show "Toll free verification in progress". Within minutes, you should automatically receive an email from Twilio letting you know that your toll free verification has been started.

Verification of your organization can take up to 72 hours. Until verification is complete, you will be unable to send SMS messages from your Twilio number.

Step 6: Send a Test Message (1-2 minutes)

After your Twilio number has been verified, you are ready to send a test SMS message. Proceed in sending a text message to yourself from ChurchTrac Messaging.

Step 7 (Optional): Free Church Texting

Is your church a 501(c)3 organization? If so, you could qualify for a $100 credit with Twilio messaging!

Twilio has a special program for non-profit organizations. Follow the directions on how to get verified and connect everything with Twilio HERE.

Twilio Troubleshooting

When sending/receiving messages with the Twilio Messaging Integration, here are a few solutions to common problems:

Insufficient Funds

If your account has insufficient funds, you will NOT be able to send or receive messages through the Twilio Messaging Integration. Navigate to the "Billing" option on the top right of your Twilio Console to resolve this.

Incorrect Account SID or Auth Token

In order to Validate your Twilio Account with ChurchTrac, the proper Account SID and Auth Token need to be pasted into your ChurchTrac "Voice and SMS Settings" configuration. Ensure that there are no added dashes, spaces, or additional characters when you paste your Twilio credentials.

Missing or Incorrect Webhook

By default, ChurchTrac should automatically insert a messaging webhook into your number configuration. To check this in your Twilio Account, navigate to Phone Numbers Manage Active Numbers. Your messaging webhook should be displayed as "https://www.churchtrac.com/twilio_webhook"

If this webhook is not displayed, edit your webhook by selecting your number and updating the webhook settings under MESSAGING as shown below: