Kartra Documentation TECHNICAL DOCUMENTATION

SMS gateway

Here you will find any necessary information to setup a email gateway.

Some general notes to consider:

1. Kartra integrates with different SMS gateways: Twilio, Plivo and Nexmo.

2. Utilizing these gateways will involve a combination of using the specific service’s SMS settings and our Kartra system.  In Kartra you will set up the API integration itself, but chances are that you might also need to configure some other parameters inside the gateway’s console.

3. Once the API data is entered in Kartra, you will be able to send yourself a test SMS to confirm that that both applications are communicating with each other.

Note: You may use either phone format as described below.

or

Twilio

Twilio integration will require a account SID and Auth. Token from Twilio to integrate into Kartra.

Note: This means most issues will need to be solved via Twilio and Twilio support.

Integration setup instructions:

  1. Select the three dots within the Twilio box inside the “my integrations” section of Kartra.Twilio 02
  2. Select the “+ new integration” option.  If you already have an integration setup, you will need to click the three dots within the previous integration to get this option.
  3. From here you will be presented with the following modal.  Fill in the information as appropriate.Twilio 03
  4. When you fill in all necessary information, you can test your SMS gateway via the “Test” button.  The “create” button should also enable and turn green allowing you to complete your integration.

To collect Twillio keys:

You will need to login to Twilio on a separate tab and collect the necessary information within Twilio.

After logging into Twilio, your dashboard will be presented with the following screen.  Your necessary keys will be displayed on your dashboard.  Please ensure you are using the appropriate project (Twilio project) for your keys.

Twilio 01

 

 

Note: Twilio may change their website from what appears in this document; but the information should still be obtainable through their system.

Meanwhile on the original tab with Kartra, you will need to copy the Account SID and Auth. Token into the modal window.  At this point the create option will enabled. By selecting create you can now finish your Twilio SMS gateway integration.

If you are unable to find the necessary information on Twilio, please contact Twilio support.

If your Twilio API Key does not work via Kartra, please contact Kartra support.

Plivo

Plivo integration will require a account Auth. ID and Auth. Token from Plivo to integrate into Kartra.

Note: This means most issues will need to be solved via Plivo and Plivo support.

Upon selecting the Plivo tab within the SMS gateway model window you will be presented with the following.

You will need to login to Plivo on a separate tab and collect the necessary information within Plivo.

After logging into Plivo, the necessary information will be displayed on your front dashboard.

Your account Auth. ID and your token will then be displayed for you to use.

 

Note: Plivo may change their website from what appears in this document; but the information should still be obtainable through their system.

Meanwhile on the original tab with Kartra, you will need to copy the Account Auth. ID and Auth. Token into the modal window.  At this point the create option will enabled. By selecting create you can now finish your Plivo SMS gateway integration.

If you are unable to find the necessary information on Plivo, please contact Plivo support.

If your Plivo Auth. ID and/or Token does not work via Kartra, please contact Kartra support.

Nexmo

Nexmo integration will require a account API Key and  Secret from Nexmo to integrate into Kartra.

Note: This means most issues will need to be solved via Nexmo and Nexmo support.

Upon selecting the Nexmo tab within the SMS gateway model window you will be presented with the following in Kartra.

You will need to login to Nexmo on a separate tab and collect the necessary information within Nexmo.

After logging into Nexmo, the necessary information will be displayed on your front dashboard.

Your account API Key and API Secret will then be displayed for you to use.

 

Note: Nexmo may change their website from what appears in this document; but the information should still be obtainable through their system.

Meanwhile on the original tab with Kartra, you will need to copy the Account API Key and API Secret into the modal window.  At this point the create option will enabled. By selecting create you can now finish your Nexmo SMS gateway integration.

If you are unable to find the necessary information on Nexmo please contact Nexmo support.

If your Nexmo information does not work via Kartra, please contact Kartra support.

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