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2. REDCap Administrators will enable Twilio. Please provide a Twilio Account SID, Twilio Auth Token, & Twilio phone number
3. You will receive a 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.
What We Need From the Client
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5. Ask the client to confirm 'Request Inspector' is disabled
Twilio configuration settings:
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2. survey invitation types to use
3. Default invitation preference for new participants?
4. (Optional) Control each participant's invitation preference using a multiple choice field (**requires MC field to be already set up with the required choices added exactly as shown in blue)
5. (Optional) Designate a phone number field for survey invitations
6. Automatically append response instructions to questions
7. Behaviour for overlapping sms invitations?
IMPORTANT: If you want your participants to be able to take surveys via SMS messages or voice calls - the entire survey MUST be made up of numerical choices - REDCap will help analyze surveys for Twilio compatibility.
Manage survey participants options (can implement any of these):
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