Twilio and Outgrow Native Integration

Use Outgrow interactive experiences which are designed for conversion and engagement and push the leads you have collected to Twilio using our Outgrow-Twilio native integration.

Here's what you will need to get started

• An Outgrow account

(Freelancer and Essential plans come with limited integration which allows you to sync lead details to Twilio, Business and Enterprise plans include loaded integration which allows mapping all fields including questions and responses from a content piece to Twilio.)

• A valid Twilio account
• A live Outgrow content piece

Steps to set up the integration

1. Log in to your Outgrow account and open a live content piece for which you want to set up an integration with Twilio. Once you are in the builder, navigate to the Integrations section in the Configure tab. Under Native Integrations, you will see Twilio.

2. Post clicking on the Configure Integration icon, an integration configuration window will open up. In this window, you will have to enter the required details and click on Authenticate With Twilio.

NOTE-

To find the Accounts ID and Auth Token, navigate to Settings>General>API Credentials.

3. Once the authentication is done, you will get an option to Proceed with Phone Number or Proceed with Segment.

You can also toggle the Configure Visit Trigger button if you want to pass visitor details to Dropbox.

NOTE-
If you just have access to Limited Integration, you will have access to the trigger, but you can only send data from the lead generation form or content fields (like Calc Name, etc.). So, if the visitor does not fill in any of these details, no information will be passed.

When you choose to Proceed with Phone Number

4. When you choose to Proceed With Phone Number, in the first step you will be required to select the Phone Number in Twilio from which you want to send emails to your Leads.

5. Now you can proceed by entering the recipient details and typing a message in the message box.

Once you are done, click on Test Connection. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as live. Your Twilio integration is now active.

When you choose to add Outgrow Leads to a Segment

6. In case you have created a Segment in Outgrow to group leads using criteria such as Browser Type, Outcome Received, etc. you can map the Segment with a Phone Number in your Twilio account.

7. After clicking on Proceed with Segment, you can select the Segment from Outgrow and the Phone Number in Twilio from which you want to send the emails.

Once done, you can click on Map Fields.

NOTE:

1. You can set up multiple cases, i.e. you can select multiple segments and phone numbers to send emails to your leads.

2. Under the If section, ie; Case 1, you will be specifying the segment in Outgrow that needs to be mapped, and under the Else section, ie; Case 2, you will specify the phone number to which all the remaining leads will be added which do not meet the lead segregation criteria.

3. After you are done entering the recipient details and message, you can click on Test Connection. Now you can click on Save Conditions. In case you want to set up the Double Optin feature, you can do that in the last step. You can then click on Finish to save the configuration, and set the integration as Live. Your Twilio integration is now active.

NOTE:
When you navigate to the integration dashboard, you will notice that the Active button will be toggled on for the Twilio integration.

More Actions

Once the integration is configured and is active, you can navigate to the Twilio block to see more actions that can be performed on Twilio integration after it has been set up.

Re-configure- In case your Twilio credentials have changed or you want to connect Outgrow with a different Twilio account, then you will have to Reconfigure your Twilio integration to continue getting Outgrow leads in your Twilio account. If you have collected some leads on Outgrow but don't see them on Twilio then you should definitely try to Reconfigure once to fix it yourself. If that doesn't help then drop us an email with your query at [email protected].

View Mapping- If you need to go over which fields you have mapped to configure your Outgrow-Twilio integration, you can click on view mapping. you can then toggle between tabs to view the mapping across all fields.

Task History- This contains the list of all the leads sent to Twilio. The leads which are in queue to be synced will have status Waiting and those which have failed to sync due to some reason will be shown as Failed. If due to some error in connection your leads from a content piece have not been sent to Twilio then you can Sync the leads to your Twilio account after re-configuring. All the leads which were not sent to your account will be sent to Twilio when you sync. If for some reason, even after syncing you do not see your lead on your Twilio account then reconfigure once and then Sync.

Deactivate- In case you don't want to send leads from a content piece to Twilio, you can simply deactivate it.

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IMPORTANT

1. For every Outgrow content piece you create, you will have to activate or deactivate the integration from the Configuration section in the builder, in order to start or stop sending leads collected in Outgrow to Twilio.

2. Email field is a required field and needs to be mapped in order for the integration to be configured.

In case you have any questions or concerns, please feel free to reach out to us at [email protected], and we will be happy to assist you further.