- Request Twilio https://is.gd/Twilio
- REDCap Administrators will enable Twilio, set-up your subaccount, provide a Twilio Account SID, Twilio Auth Token, & Twilio phone number.
- You will receive notification that Twilio is enabled.
- Twilio SMS and Voice Call services box will appear in the Project Set-up Tab
- 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:
-Bought phone number from twilio (with country code/location)
-request inspector should be disabled by client before we can use twilio in redcap
-SID
-Authorization token (is a password that should not be shared)- we need it to setup
-ask them to confirm this or check this for a small amount
Twilio configuration settings:
-language and gender used for voice calls (i.e. english male voice)
-survey invitation types to use
-Automatically append response instructions to questions?
-Default invitation preference for new participants?
-(Optional) Designate a phone number field for survey invitations
-Behaviour for overlapping sms invitations?
Twilio SMS and Voice Call services (if you want your participants to be able to take messages via SMS messages or voice calls)- entire survey should be made up of numerical choices- redcap will help us analyze surveys.
-if yes, then the system helps us determine how to make it compatible with sms and voice call
Manage survey participants options:
-public survey url (one link for everyone, each answer that comes back will be an anonymous vector). First form has to be a survey
-Invite participants via voice call and sms: sent in real time (with phone numbers)
-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 webpage (email or sms that contains survey link), or mixed types as per participants preference
--> can automate surveys as well.
For detailed info about any of these steps, visit this video: https://redcapinfo.ucdenver.edu/redcap-videos/2-uncategorised/39-twilio.html