Zoho Subscriptions - Twilio (SMS Integration)

The Twilio integration for Zoho Subscriptions lets you send automated SMS notifications to your customers for new invoices, payments and payment reminders.

What can you do with this integration?

Prerequisites:

This integration is available only in the Professional plan of Zoho Subscriptions, or a plan of Zoho One.

Connect with Twilio

To set up this integration:

Insight: You can update these credentials after connecting with Twilio, if needed, by going to Settings > Integrations > SMS Integrations > Click Change Account Settings near Twilio.

Now, the Twilio integration has been enabled and you can start sending SMS notifications to your customers.

Configure SMS Notifications & Templates

In this section:

Enable/Disable SMS Notifications

You can configure which SMS notifications you want to send to your customers. To do this:

Insight: The Payment Thank-you SMS is enabled by default as soon as you connect with Twilio.

Once enabled, the notification will be sent to your customers and contact persons for whom you’ve enabled SMS notifications.

Change SMS Templates

Each SMS notification has three different templates to choose from: Short, Brief and Detailed. Click Change Template to view these templates and choose between them.

Twilio Enable Notifications

Pro Tip: One SMS unit can contain 160 characters. The Brief templates, which are default, mostly come under this limit, but could sometimes consume more than 1 SMS unit, depending on the values which are replaced in the placeholders. If this is a concern for you, you can try the Short templates instead. The Detailed templates are great for when you want to convey more than the essentials in an SMS.

List of Available SMS Notifications

These are the SMS notifications which you can send to your customers using the Twilio integration. Visit the previous section to learn how to enable them.

Notification NameDescription
1. Invoice DetailsThis SMS is sent to your customers when an invoice has been sent automatically from Zoho Subscriptions, or when you choose to manually notify them about an invoice via SMS.
2. Payment ReminderThis payment reminder is sent to your customers based on your automated reminder preferences.
3. Payment Thank-youThis thank-you SMS is sent to your customers when they’ve paid you online or if you choose to send it while recording a payment manually.

Configure Preferences for Customers and Contact Persons

SMS notifications are enabled by default for all of your customers (but not their contact persons) as soon as you connect with Twilio. However, you can choose whether you want to enable or disable notifications for particular customers and their contact persons. Here’s how:

To configure SMS notifications for contact persons:

Pro Tip: If you want to send SMS notifications only to a certain contact person, and not the mobile number associated with the customer itself, you can click Disable SMS Notifications below the customer’s details in their Overview page.

Send SMS Notifications

In this section:

Send SMS Notifications Automatically

SMS notifications are sent to your customers automatically (if you’ve enabled them) when an event occurs in Zoho Subscriptions.

If you’ve enabled metered billing, SMS notifications will not be sent for invoices which are raised in the Pending status.

Warning: SMS notifications will fail to send if a customer or contact person does not have a mobile number associated with them. These mobile numbers must start with their respective country codes. E.g. +91 for mobile numbers in India and +1 for mobile numbers in the U.S.

Send SMS Notifications Manually

You can send a few SMS notifications manually to your customers.

To send the Invoice Details SMS manually:

Insight: This option will be available only if you enable the Invoice Details template.

Now the SMS will be sent and you can check its status to keep track of it.

You can also choose to send the Payment Thank-you SMS when recording invoice payments, by marking the Notify via SMS option.

Twilio Send SMS

Check the Status of a Sent SMS

You can check the status of an SMS that was sent automatically or manually. Here’s how:

Here, you will see comments that say when a particular SMS was sent, whom it was sent to, and the status of the SMS.

Delete the Integration

To delete the integration:

Pro Tip: If you want to stop sending your customers SMS messages, you can simply disable SMS notifications for certain customers or disable every SMS notification to prevent sending messages to your customers altogether.

Now, the integration will be removed and your customers will not receive SMS notifications.


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