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Copy file name to clipboardExpand all lines: src/engage/onboarding.md
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## Stage 3: Create and configure Twilio SMS services
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To add the ability to send SMS campaigns in Engage, you’ll now create a Twilio account, generate an API key, and set up a phone number and messaging service.
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To add the ability to send SMS campaigns in Engage, you’ll now create a Twilio account, set up a phone number and messaging service, and generate an API key.
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### Create a Twilio account, generate an API key, and select your messaging service(s)
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### Set up a Twilio Messaging Service
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> info "Phone Number Registration"
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> You'll need to purchase a phone number to set up [Twilio Messaging](https://support.twilio.com/hc/en-us/articles/360038173654-Comparison-of-SMS-messaging-in-the-US-and-Canada-for-long-codes-short-codes-and-toll-free-phone-numbers){:target="_blank"}. Depending on the phone number type you purchase, you may have to register the number. Before completing this section, read Twilio's documentation on [short code](https://www.twilio.com/docs/glossary/what-is-a-short-code){:target="_blank"}, [long code](https://support.twilio.com/hc/en-us/articles/1260800720410-What-is-A2P-10DLC-){:target="_blank"}, and [toll free numbers](https://support.twilio.com/hc/en-us/articles/360038172934-Information-and-best-practices-for-using-Toll-Free-SMS-and-MMS-in-the-US-and-Canada){:target="_blank"}.
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Once you've identified the type of phone number you'll use with Twilio Engage, follow these steps to create a Twilio Messaging Service:
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1. Visit the [Twilio website](https://www.twilio.com/try-twilio){:target="_blank"} and sign up for a **paid account**. Trial accounts generate sending errors.
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2.[Purchase a phone number](https://support.twilio.com/hc/en-us/articles/223135247-How-to-Search-for-and-Buy-a-Twilio-Phone-Number-from-Console){:target="_blank"} within your Twilio Console. If necessary, [register the number](https://support.twilio.com/hc/en-us/articles/1260801864489-How-do-I-register-to-use-A2P-10DLC-messaging-){:target="_blank"}.
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3. In the Twilio Console side menu, navigate to **Messaging > Services**.
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4. On the Messaging Services page, click **Create Messaging Service**.
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5. Enter a name for your Messaging Service.
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6. Under the Messaging use dropdown, select **Market my services**.
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7. From the **Sender Pool** tab, click **Add Senders**, then select the phone number you purchased in Step 1. Click **Step 3: Set up Integration**. Leave this tab open.
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8. Verify that the dropdown next to the **Request URL** field is set to **HTTP Post**.
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9. (If applicable:) Click **Step 4: Add compliance info**. Finish compliance setup, then click **Complete Messaging Service Setup**.
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### Generate an API key, and select your messaging service(s)
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> info "Copying Twilio Credentials"
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> This step generates an Account SID, API key SID, and API key secret that you’ll later add to Segment. Make sure you’re ready to copy and save both before proceeding.
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Start by creating your Twilio account and getting an API key for Engage:
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1. Visit the [Twilio website](https://www.twilio.com/try-twilio){:target="_blank"} and sign up for a **paid account**. Trial accounts generate sending errors.
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2. In your Twilio console, select the **Account** dropdown menu, then **API keys & tokens**.
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3. On the Auth tokens & API keys page, click **Create API key**.
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4. Enter a name for the API key in the **Friendly name** field.
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5. Set the region to **United States (US1) - Default** and key type to **Main**.
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6. Click **Create API Key**.
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7. Copy and save both the **SID** and **Secret** field contents.
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1. In your Twilio console, select the **Account** dropdown menu, then **API keys & tokens**.
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2. On the Auth tokens & API keys page, click **Create API key**.
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3. Enter a name for the API key in the **Friendly name** field.
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4. Set the region to **United States (US1) - Default** and key type to **Main**.
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5. Click **Create API Key**.
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6. Copy and save both the **SID** and **Secret** field contents.
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8. Return to the API keys & tokens page. In the **Live credentials** section, copy the Account SID credentials.
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7. Return to the API keys & tokens page. In the **Live credentials** section, copy the Account SID credentials.
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9. Switch to the browser tab with your Segment workspace.
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10. Navigate to **Engage > Engage settings > Channels**. Under **SMS Service with Twilio**, click the **Get Started** button. The **Set up and validate your Twilio account** page appears.
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11. Under **Enter your Twilio API Key information** (shown below), paste the Account SID, API Key SID, and API Key Secret you copied above into their corresponding fields.
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8. Switch to the browser tab with your Segment workspace.
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9. Navigate to **Engage > Engage settings > Channels**. Under **SMS Service with Twilio**, click the **Get Started** button. The **Set up and validate your Twilio account** page appears.
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10. Under **Enter your Twilio API Key information** (shown below), paste the Account SID, API Key SID, and API Key Secret you copied above into their corresponding fields.
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12. Click **Verify**, then select the messaging services you want to use in your space.
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13. Click **Save Twilio Account.**
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11. Click **Verify**, then select the messaging services you want to use in your space.
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> info ""
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> If you’re unable to verify your Account SID, SID, or API Key secret, you may have copied an extra space at the end of one or the other. Verify that you’ve not added any extra characters or spaces, then try to verify again.
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### Set up a Twilio Messaging Service
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> info "Phone Number Registration"
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> You'll need to purchase a phone number to set up [Twilio Messaging](https://support.twilio.com/hc/en-us/articles/360038173654-Comparison-of-SMS-messaging-in-the-US-and-Canada-for-long-codes-short-codes-and-toll-free-phone-numbers){:target="_blank"}. Depending on the phone number type you purchase, you may have to register the number. Before completing this section, read Twilio's documentation on [short code](https://www.twilio.com/docs/glossary/what-is-a-short-code){:target="_blank"}, [long code](https://support.twilio.com/hc/en-us/articles/1260800720410-What-is-A2P-10DLC-){:target="_blank"}, and [toll free numbers](https://support.twilio.com/hc/en-us/articles/360038172934-Information-and-best-practices-for-using-Toll-Free-SMS-and-MMS-in-the-US-and-Canada){:target="_blank"}.
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Once you've identified the type of phone number you'll use with Twilio Engage, follow these steps to create a Twilio Messaging Service:
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12. Click **Save Twilio Account.**
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1.[Purchase a phone number](https://support.twilio.com/hc/en-us/articles/223135247-How-to-Search-for-and-Buy-a-Twilio-Phone-Number-from-Console){:target="_blank"} within your Twilio Console. If necessary, [register the number](https://support.twilio.com/hc/en-us/articles/1260801864489-How-do-I-register-to-use-A2P-10DLC-messaging-){:target="_blank"}.
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2. In the Twilio Console side menu, navigate to **Messaging > Services**.
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3. On the Messaging Services page, click **Create Messaging Service**.
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4. Enter a name for your Messaging Service.
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5. Under the Messaging use dropdown, select **Market my services**.
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6. From the **Sender Pool** tab, click **Add Senders**, then select the phone number you purchased in Step 1. Click **Step 3: Set up Integration**. Leave this tab open.
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6. Verify that the dropdown next to the **Request URL** field is set to **HTTP Post**.
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7. (If applicable:) Click **Step 4: Add compliance info**. Finish compliance setup, then click **Complete Messaging Service Setup**.
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> info ""
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> If you’re unable to verify your Account SID, SID, or API Key secret, you may have copied an extra space at the end of one or the other. Verify that you’ve not added any extra characters or spaces, then try to verify again.
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## Stage 4: Create and configure Twilio WhatsApp services
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