SMS Step
Send SMS from a workflow with your own Twilio account.
The SMS step sends one text message to the contact's phone number. It uses your own Twilio account: Twilio bills you directly and Lumail adds no SMS cost.
Connect Twilio
- Open Settings > Integrations > SMS (Twilio).
- Paste your Account SID and Auth Token from the Twilio console. Lumail checks them with Twilio, then stores the token encrypted. It is never shown again.
- Set a Sender: a Twilio number (
+33644600000), an alphanumeric sender id (LUMAIL, where the country allows it) or a Messaging Service SID. - Set the Default country used to read local numbers such as
06 12 34 56 78. - Copy the STOP replies URL into Twilio as the "A message comes in" webhook of your number or Messaging Service.
- Send a test SMS to check the setup.
Write the message
Merge tags work like in emails:
{{firstName}},{{name}},{{email}},{{phone}}- custom fields by name, for example
{{city}} - a fallback after a pipe:
{{firstName | there}}
The editor counts characters and SMS segments. One SMS holds 160 plain characters; an emoji or a special character drops it to 70.
Who receives it
The step sends to contacts whose phone is valid. It skips, and the workflow continues, when:
- the contact has no phone or the number is not valid;
- the contact replied STOP (opt-out, shown on the contact timeline);
- the contact is unsubscribed or not active;
- no Twilio account is connected.
Each skip is written on the run timeline. A run that is retried never sends the same SMS twice, and test runs record the SMS without sending it.
Webinar reminders
Combine SMS steps with Event waits: 1 day before, the morning of, 30 minutes before. A subscriber who arrives after a reminder's date skips it, SMS included.