Twilio SMS Messaging Integration

Overview of Twilio SMS Messaging

How can this integration help you communicate internally and with your customer base

 

In this tutorial, you'll learn how to use Twilio SMS messaging through Arborgold. This feature allows you to communicate appointment reminders, job reminders, and marketing messages to your customers via text.

 

Navigate to the message center in Arborgold.

 

 

From the message center, select the appointment(s) you want to send SMS reminders for.

 

 

Click on the action button and select communicate appointment reminder.

 

 

 

Switch from email to SMS. On the right side, it will display a list of all customers with a Twilio phone number listed on their profile of the appointments/messages you selected.

 

 

Choose your SMS template. If you don't have one, create a new one by clicking the pencil icon.

 

 

Select the customers you want to send the text to and click Send SMS.

 

 

You can also verify if the message was sent by checking your communication outbox.

 

 

 

You can also send SMS appointment reminders from the appointment scheduler. To do this, navigate back to the message center, select the Scheduler, choose the day and appointments, and follow the same steps as before.

 

 

 

 

 

 

 

SMS messages can also be sent from the work scheduler for job reminders. Select a day with scheduled work and the services you want to remind customers about.

 

 

 

 

Click on Action, then Communicate Job Reminder, switch to SMS, choose or create an SMS template, and select the customers you want to send a reminder to.

 

 

 

 

 

To send marketing text messages, navigate to the Marketing tab and select Automation Marketing. Here, you can create or edit a template to include SMS.

 

 

 

 

Under SMS text format, select a format and edit it if necessary. Save your changes. If your campaign is set up correctly, it will send out this SMS text to all clients with Twilio enabled on their profile.

 

 

 

By following these steps, you'll be able to effectively communicate with your customers using Twilio SMS messaging through Arborgold.

 

 

Last Updated by: Bailey on 07/03/25 

Authored by: Bailey on 07/03/25