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Reconnect SMS Integrations

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Reconnect currently supports only Twilio and custom integrations for SMS. Additional integrations are coming soon.

Set up your Twilio account in Reconnect

  1. In the Integrations tab, click Create Channel Integration, and then select the SMS channel. 
  2. Select Twilio.
  3. Provide the following information from your Twilio account:
    • Twilio account SID
    • Twilio auth token
    • Sender phone number or ID (an alphanumeric value that describes you as the sender, like your company name)

  1. Click Save. The Twilio integration appears in the Integrations tab.

Set up a custom integration with your SMS provider

Prerequisites

To integrate with Dynamic Yield, your SMS provider must: 

  • Offer a RESTful API for sending messages, either using a “Send SMS” endpoint or an API-based events service.
  • Support one of the following authentication methods: 
    • No Auth
    • Basic Auth
    • OAuth2
  • Support JSON as a payload.

Setting up the integration

To set up an integration with your SMS provider:

  1. In Reconnect, go to the Integrations tab and click Create Channel Integration.
  2. Select the SMS channel, then select Other.
  3. Enter information in the integration wizard as described in the next steps.

Step 1: Configure 

  • Name: The integration name is included in your campaigns and their reports.  
  • HTTP Post URL: Your SMS provider's messaging endpoint.
  • HTTP Header Parameters (Optional): You can insert header parameters in key:value format. Click the lock icon next to the field to encrypt the value. The value displays as masked, and is encrypted before it's saved to our database.
  • Identifier Type: Select the user identification method required by your SMS provider. The corresponding value is included in the message JSON when you use the User Identifier variable.
    For example, if you select Phone Number, and insert the User Identifier variable into your JSON payload in a campaign, it's replaced with the user's phone number, which you provided as part of the identification process.

Click Next.

Step 2: Authenticate

Select the authentication method required by your SMS provider:

  • No Auth: No authorization is required, so there are no additional parameters to configure.
  • Basic Auth: Enter a valid username and password as provided by your SMS provider.
  • OAuth2: Enter a token URL, client ID, and client secret, as provided by your SMS provider.
      • You can change the key names of the client ID and secret in the header parameters section of the token information.
      • By default, the client secret value is encrypted for security purposes.

When you click Next, the system validates the credentials you provided against the token URL. If they are invalid, an error is displayed.

Step 3: Test

To test your integration, send a test API call to your SMS provider:

  • Request Headers: Displays the parameters you entered in the previous steps.
  • JSON Payload:
    1. Enter the message body in JSON format, as your SMS provider expects to receive it.
    2. Click Test. An API call is sent to the SMS provider messaging endpoint you defined earlier.
  • Request Response: This is the response from your SMS provider's server.

If everything works as expected, click Save. The integration appears in the Integrations tab.