How to Configure Twilio Numbers for SMS in TrackDrive

Overview

Note: Steps performed inside Twilio's own interface reflect that product as of June 2026 and may differ as Twilio updates its UI.

Sending SMS from TrackDrive via Twilio requires four pieces in place: a connected Twilio account, a Number Pool flagged for SMS, Twilio DIDs purchased through TrackDrive, and a Twilio A2P Campaign with the DIDs registered. This article walks each piece end to end.

Important: do not buy Twilio numbers directly from the Twilio console. If you already have, TrackDrive
can import them, but buying from inside TrackDrive lets TrackDrive configure the Twilio-side settings as the numbers are purchased.

Step 1 (In Twilio): Gather Account SID and Auth Token

From the Twilio console's top menu, open Account > API keys and tokens. The Account SID is visible on the page. Click the eyeball icon to reveal the Auth Token. Both values are needed in

Step 2 (In TrackDrive): Connect the Twilio Account

In TrackDrive, open Integrations > Setup from the sidebar locate the Twilio card, and click Install. Fill in:

Name: a free-form label. If multiple Twilio accounts will be connected (for example one per brand), include the Twilio Account Number in the label.
Default Provider: leave off. Keeping TrackDrive as the default provider prevents double inbound charges on Twilio DIDs.
Account SID: paste from Step 1.
Auth Token: paste from Step 1.

Click Connect Twilio Account. TrackDrive validates the credentials by calling Twilio's API and confirming the returned account SID matches the value entered.

Step 3 (In TrackDrive): Create a Number Pool

for SMS

Open Phone Numbers > Number Pools and click New Number Pool. SMS-specific settings:

Tracking Type: Phone Number Tracking.
Name: descriptive, for example <offer> - <pool purpose> - Twilio.
Offer: required.
Traffic Source: usually blank so the pool can be shared across traffic sources.
Number Limit: set to 1; the pool is manually filled with specific area codes.
Token Hold Time: leave at 1. Not used for SMS sends.
Number Stockpile: leave at 1. Numbers are purchased via a bulk order in Step 4, not via stockpile.
Track Unique Visitors: leave at 1.
Always Credit Traffic Source: on only if the pool is specifically per-traffic-source.
Manage Extra Tokens: add call_type=sms so inbound calls on these DIDs are categorized as SMS for buyer routing.
Provider Configuration: select the Twilio account connected in Step 2.
Country: USA (Campaign Registry is US and Canada only).
Toll-Free Or Local?: Local. Toll-Free SMS approval is a separate Twilio process.
Area Code: blank; the CSV bulk order in

Step 4 fills specific area codes.
- Auto Rent Numbers: No.
- Prefer to dial from matching area code?: Yes.
- Use any area code in state?: Yes.
- Area Code to Dial With: leave blank.

Save the pool.

Step 4 (In TrackDrive): Bulk Purchase Twilio DIDs

The recommended bulk order targets exactly 49 numbers: one per state, in the capital city area
code, excluding Alaska and Hawaii.

Open Phone Numbers > Setup and click the Bulk Number Orders tab, then the New Bulk
Order button. Fill in:

Name: descriptive.
Telephone Provider: Twilio.
Description: optional detail.
Offer: select.
Number Pool: the pool from Step 3.
Traffic Source: blank unless the pool is per-source.
Fallback To Any Prefix In State/Province?: check. Specific capital area codes may not be available at purchase time.

Click Next Step, then use the CSV import flow to load a 49-row CSV (one line per state, capital area code format), and finally start the purchase.

Step 5 (In Twilio): Onboard the SMS Campaign

In the Twilio console open Develop > Messaging > Onboarding.

Brand Registration requires a valid FEIN. The company name must match the IRS registration exactly. One brand per Twilio account; many campaigns per brand.

Campaign Registration:

A2P Campaign use case: Customer Care fits most sales-followup flows. Some use cases auto-approve; others require manual review.
Messaging Service: choose Create new Messaging Service per campaign.
Campaign description: be detailed for both Campaign Registry and Twilio reviewers.
Sample messages: provide at least two. Example opener: `[first_name], Thank you for submitting your quote for a free Medicare Insurance Quote.
Message contents: declare any embedded links or phone numbers.
How end users consent: describe the consent mechanism and list the form sites that collect it.
Opt-in Keywords / Opt-in Message: only if SMS opt-in is supported on your forms.

Click Create, agree to the Campaign Registry pass-through fees and the Twilio Vetting Fee, and
note the rate limits (MPS = Messages Per Second).

Step 6 (In Twilio): Register the DIDs to the Campaign

After the fee-agreement and summary screens in Step 5, click Continue. Check the DIDs belonging to this campaign in the Twilio number inventory and click Register to attach them
to the Messaging Service.

Step 7: Test an Outbound SMS

In TrackDrive, add a test Lead to the Offer that the SMS pool is attached to. Edit the Lead and use the manual SMS section to send a message to a phone you control. If nothing arrives, check:

Pool's call_type=sms token is present on the number.
The DID is registered to the Messaging Service in Twilio.
Campaign status in Twilio is Approved.

If the configuration looks correct but SMS still fails to deliver, contact TrackDrive support with the Lead ID