Product Manuals

Creating a Twilio Account

Before you begin...

  • You’ll only need to create a Twilio account if you are in a region that requires you to provide your own account or if you’d like responsibility over your own SMS and Voice notifications as part of DicksonOne
  • Using your own Twilio account transition all SMS and Voice notification cost to you or your organization
  • If your organization already has a Twilio account and you’d like to maintain a single account, we’d recommend creating a specific DicksonOne API key or creating a sub-account in Twilio which allows for separate reporting and troubleshooting

How to Create a Twilio Account

Sign up for an account:

Signing up for Twilio only takes a few minutes. To get started.

1. Go to Twilio’s new account page and sign up for an account and provide your:

  • First Name
  • Last Name
  • Email Address
  • A password that meets Twilio’s requirements
twilio-create account

2. Verify your email address:

  • Twilio will send an email to the address you registered with
  • Click or copy the link and login to your account
  • Upon successful login, your email should be verified

 

twilio verify email address

2. Verify a phone number. 

Twilio needs to verify that you’re a real person/organization setting up. The phone number you use will only be used for verification. 

To verify:

  • Select your country and enter your phone number (image at right, top)
  • Enter the verification code you received (image at right, bottom)
twilio-verify phone number

3. Get started by following the prompts.

To get to your dashboard:

  • Select “No” when asked if you write code (image at right, top)
  • Select “Skip to dashboard” when you are asked what are you here to do (image at right, bottom)

After this, your account is set up and you’ll have made it to the dashboard. 

Keep reading below to set up billing details.

twilio-do you write code
twilio-what are you here to do
Section 2: Setup your billing information

To setup billing:

1. From your dashboard, click Billing from the menu

2.  Select “Upgrade Now”

Twilio-upgrade now

3.  Enter your company’s legal address

twilio-company address

4.  Enter the billing address associated with the credit card you’ll be using for billing.

Note: If you’d prefer to not use a credit card, you can reach out to Twilio’s support directly to set up invoiced billing. Please note that this is not covered in this article and Dickson unfortunately cannot help with this.

twilio-billing address

4.  Enter the credit card details into the form.

5. Choose an amount to fund your account, noting the following:

  • How much is up to you or your organization but we’d recommend starting with at least a couple hundred dollars
  • After a few months you’ll know about how much you use regularly
  • We HIGHLY recommend enabling Automatic Recharge
  • It is important to make sure your account is always funded to ensure proper delivery of SMS & Voice alerts.

6. Hit the “Upgrade Account” button at the bottom of the screen.

You’ve now setup your account and billing. Next, you’ll want to link your Twilio account to DicksonOne.

twilio-payment info and funds

Still need help?

Call 630.543.3747 today or