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Twilio Onboarding Process (End-to-End Guide)

This guide outlines the full onboarding process for setting up your Twilio account and enabling WhatsApp messaging as part of your campaign setup. Please follow each step carefully. If you need support at any stage, our team will be happy to assist.

Written by Carlo Formarejo
Updated this week

Overview of the Process

The onboarding process consists of the following steps:

  1. Create a Twilio Trial account

  2. Invite our team as administrators

  3. Account upgrade and billing setup (handled by us)

  4. Platform configuration and setup (handled by us)

  5. WhatsApp onboarding (completed by you)

  6. Final checks and go-live


Step 1: Create Your Twilio Trial Account

To get started, you’ll need to create a free Twilio trial account.
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How to sign up

  1. Go to the Twilio website

  2. Click Start for Free
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  3. Enter your details (name, email, and password)

  4. Verify your email address

  5. Add and verify your phone number (this is required by Twilio)

  6. Complete any additional onboarding prompts shown on screen

Once completed, you will have access to your Twilio Console (dashboard).

Step 2: Invite Us as Administrators

Please create your Account first after you login for the first time and you’ll need to grant us administrator access so we can complete the setup on your behalf.


How to create your account

  1. Log in to your Twilio Console

  2. Click 'Create New Account'
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  3. Provide your account details and choose 'Twilio' for the account it will be used for
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  4. Click 'Continue' and choose your billing country and hit 'Create new account' make to continue with 'Trial' afterwards
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How to invite an admin user

  1. Log in to your Twilio Console

  2. Navigate to Admin set up
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  3. Go to 'Manage Users'

  4. Click Invite User

  5. Select the previous account that you have created

  6. Assign the role for the account: Administrator and Billing Manager

  7. Enter the email address for our team: [email protected], [email protected], [email protected], and [email protected]

  8. Send the invitation

Once invited, please let us know so we can accept and proceed with the next steps.

Step 3: Account Upgrade & Billing Setup (Handled by Us)

After receiving access:

  • We will upgrade your Twilio account from trial to a full account

  • We will configure the billing using our payment method

No action is required from your side for this step.

Step 4: Account Setup & Configuration (Handled by Us)

We will then proceed with the standard onboarding setup, including:

  • Purchasing a Twilio number

  • Configuring messaging services

  • Setting up compliance and required information

  • Preparing your account for WhatsApp use

We’ll keep you updated once this stage is complete.

Step 5: Complete WhatsApp Onboarding (Completed by you)

Once the initial setup is ready, you will be required to complete the WhatsApp onboarding process.

This typically includes:

  • Verifying your business details

  • Connecting your WhatsApp Business profile

  • Approving messaging use cases/templates

Please follow this video guide for technical onboarding

Step 6: Final Setup & Go Live

After WhatsApp onboarding is complete:

  • We will finalise the configuration

  • Perform final checks

  • Confirm everything is ready

At this point, your account will be fully set up and ready to go live 🎉

Need Help?

If you have any questions or run into any issues during the process, please don’t hesitate to contact our support team — we’re here to help at every step.

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