Instance · Notifications
SMS Notifications
Last updated 1 November 2026
Send text messages through your own Twilio account: connect it, then write SMS templates.
SMS notifications are text messages your instance sends, such as a booking reminder or an order update. Insites sends them through your own Twilio account, so you connect Twilio before any message can go out.
Connect Twilio
- In the admin, open Integrations and choose Twilio.
- Select Connect Twilio Account.
- Fill in the three fields from your Twilio account.
- Select Connect Account.
| Field | Required | Meaning |
|---|---|---|
| SID | Yes | Your Twilio account SID |
| Auth Token | Yes | Your Twilio auth token. Treat it as a password |
| From | Yes | The number or sender name messages come from |
Warning
Connect Twilio on both your staging and your production instance. Each instance has its own settings.
Write the message
Each message is an SMS template in the CMS, with a recipient and a plain-text body:
app/smses/booking_confirmed.liquid
---
to: '{{ data.phone }}'
---
Your booking {{ data.reference }} is confirmed for {{ data.date }}.Keep it short. A message over 160 characters is split into several messages, and each part is charged.
Note
The Twilio screen comes from the CRM module source (October 2026). Nothing was connected or sent for this page.
Check the connection
After you connect, the Twilio screen shows the account. Use Edit to change the SID, the auth token or the From value, and Delete to remove the connection.
Common mistakes
- Connecting Twilio only on production and testing on staging. Staging needs its own connection.
- A From value Twilio does not allow for that country. Check the sender rules in your Twilio account.
- Phone numbers without a country code. Store numbers in full international form.