Documentation

Setting up an interactive Twilio text respondent source

Article

Setting up an interactive Twilio text respondent source

Interactive text surveys run surveys over text message in a back-and-forth between the user and the interview:

f4951ec2 9b50 432b 910c 7df8315d2bd6

Use Twilio Text to upload phone contacts and send survey questions over SMS.

Before you start
  • Advanced audiences must be enabled in your account.
  • You need a Twilio Account SID, Auth Token, and either:a Twilio phone number, or
  • a Twilio Messaging Service SID.

Your contact numbers must be in E.164 format (example: +15551234567).

Step 1: Create a new Twilio Text source

Go to Sources and create a source with type Twilio Text.

6bc0a32b 1754 4643 87f2 3166e5adfc71

Fill these Twilio-specific fields together with the selected base fields:

Field (UX label)What to enterRequired
Twilio account SIDYour Twilio Account SID used to send SMSYes
Twilio from numberSMS-enabled Twilio number in E.164Exactly one of this or Messaging Service SID
Twilio messaging service SIDTwilio Messaging Service SIDExactly one of this or From number
Twilio auth tokenTwilio Auth TokenRequired on create, optional on update
Stop confirmation messageAuto-reply sent after STOP/unsubscribeOptional
Messages per secondOutbound SMS rate limit for this sourceYes (min 1)
Completion urlRedirect base URL after survey completionOptional
Identity columnContact file identity column name (default: Identifier)Optional
Step 3: Configure Twilio webhook
  1. In the source, copy the **Inbound webhook URL ** from the Twilio setup panel.
  2. In Twilio Console, paste that URL as your inbound webhook for the sender (number or messaging service).
  3. Save changes in Twilio.
Step 4: Upload contacts

d51e15e7 2422 499a 9b60 cd539db04646

  1. Use Upload contacts file.
  2. Supported file types: .csv, .csv.gz, .xlsx.
  3. Include the configured Identity column (default Identifier) and populate it with E.164 phone numbers.
Step 5: Send a safe test
  1. Enter a value in Test destination number (E.164).

  2. Save/update the source.

  3. Confirm the test number is not already in your real contact list.

Step 6: Go live
  1. Use the Status action Go Live.

  2. Use Pause, ** Restart**, or ** Complete** as needed during fielding.