Setting up an interactive Twilio text respondent source

Interactive text surveys run surveys over text message in a back-and-forth between the user and the interview:

Use Twilio Text to upload phone contacts and send survey questions over SMS.

Before you start

Advanced audiences must be enabled in your account.
You need a Twilio Account SID, Auth Token, and either:
- a Twilio phone number, or
- a Twilio Messaging Service SID.
Your contact numbers must be in E.164 format (example: +15551234567).

Go to Sources and create a source with type Twilio Text.

Fill these Twilio-specific fields together with the selected base fields:

Field (UX label)	What to enter	Required
Twilio account SID	Your Twilio Account SID used to send SMS	Yes
Twilio from number	SMS-enabled Twilio number in E.164	Exactly one of this or Messaging Service SID
Twilio messaging service SID	Twilio Messaging Service SID	Exactly one of this or From number
Twilio auth token	Twilio Auth Token	Required on create, optional on update
Stop confirmation message	Auto-reply sent after STOP/unsubscribe	Optional
Messages per second	Outbound SMS rate limit for this source	Yes (min 1)
Completion url	Redirect base URL after survey completion	Optional
Identity column	Contact file identity column name (default: Identifier)	Optional

In the source, copy the Inbound webhook URL from the Twilio setup panel.
In Twilio Console, paste that URL as your inbound webhook for the sender (number or messaging service).
Save changes in Twilio.

Use Upload contacts file.
Supported file types: .csv, .csv.gz, .xlsx.
Include the configured Identity column (default Identifier) and populate it with E.164 phone numbers.

1. Enter a value in Test destination number (E.164).

2. Save/update the source.

3. Confirm the test number is not already in your real contact list.

1. Use the Status action Go Live.

2. Use Pause, Restart, or Complete as needed during fielding.