1) Create a Twilio user if you do not have one: (Direct URL: https://www.twilio.com/try-twilio) or log in: https://www.twilio.com/login


PS: Twilio is one of the strictest when it comes to passwords, make sure you use a tool like LastPass to not forget it

2) After you have confirmed your email and phone you will get to this screen, choose SID and Auth token


2) Then you will be taken to the dashboard where you can set up a trial phone number



3) Once you get a trial phone, you can charge it 20$ and choose to auto-fill the credits as your account goes below 10$.



4) Now, your details will be on your dashboard


3) Copy account SID and Token to Pathlevels, Twilio settings (Direct URL: https://app.pathlevels.com/crm/twillio)




Creating your SID number

4: On the left side of your dashboard click "explore products"


4.1 Pin "messaging"


4.2 Click on "services"

4.3 Go through the setup choose "notify my users" and phone number, then "skip setup" at the bottom left to complete.

4.4 Copy your SID number to the last option (Direct URL: https://app.pathlevels.com/crm/twillio)



Want to send broadcast SMS

Navigate to send > SMS (https://app.pathlevels.com/crm/sms)
There you can set up automated SMS follow-up and send an individual or an SMS broadcast to all who enter their phone number when signing up