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  1. Request Twilio https://is.gd/Twilio
  2. REDCap Administrators will enable Twilio, set-up your subaccount, provide a Twilio Account SID, Twilio Auth Token, & Twilio phone number.
  3. You will receive notification that Twilio is enabled.
  4. Twilio SMS and Voice Call services box will appear in the Project Set-up Tab
  5. Open the Configure Twilio Settings and complete the set-up page.




Shreya's Notes on What We Need From the Client

What we need from client:

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1.Bought phone number from twilio (with country code/location)

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2. request inspector should be disabled by client before we can use twilio in redcap

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3. SID

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4. Authorization token (is a password that should not be shared)- we need it to setup

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5. ask

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client to confirm this or we can check this for a small amount

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(it will charge their twilio account)

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Twilio configuration settings:

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1.Language and gender used for voice calls (i.e. english male voice)

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2. survey invitation types to use

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3. Automatically append response instructions to questions?

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4. Default invitation preference for new participants?

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