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Setting up Twilio

1. Request Twilio through desk support

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at cru@ucalgary.ca

2. REDCap Administrators will enable Twilio. Please provide a Twilio Account SID, Twilio Auth Token, & Twilio phone number

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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

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5. Open the Configure Twilio Settings and complete the set-up page.

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What We Need From the Client

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

2. Request inspector should be disabled by the client before we can use twilio Twilio in redcapREDCap

3. SID

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

5. Ask the client to confirm this or we can check this for a small amount (it will charge their twilio account)Image Removed'Request Inspector' is disabled

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Twilio configuration settings:

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

2. survey invitation types to use

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3. Default invitation preference for new participants?

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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)

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5. (Optional) Designate a phone number field for survey invitations

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6. Automatically append response instructions to questions?

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4. Default invitation preference for new participants?

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7. Behaviour for overlapping sms invitations?

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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.

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Manage survey participants options (can implement any of these):

1. Public survey URL (one link for everyone, each answer that comes back will be an anonymous vector). The first form has to be a survey
2. Invite participants via voice call and sms: sent in real-time (with phone numbers)
3. Use participant list: invitation preference (email/text) can be set for each one (need at least their email or phone number to be able to put them on the participant list- can also put identifier if you want).

→ Can set default preference for groups of participants that want to be contacted by email or text (and then we can send invites to each group of people)

→ Can send survey as a webpage (email or sms that contains survey link), or mixed types depending on the participants' preference

→ Can have survey respondents select their invitation preference (Control each participant's invitation preference using a multiple-choice field)

→ Can automate surveys as well.