SMS numbers

The SMS numbers page allows you to configure where your Ortto account’s SMS numbers originate from. These numbers are used as the originating number from which Ortto’s SMS messages are sent from an SMS or journey campaign.

Access the SMS numbers page

To access the SMS numbers page, navigate to Settings >  SMS >  SMS numbers.

On this page, you can:

• Add a new number,
• Search for a number, and
• Delete a number.

Add a new number

To use Ortto’s SMS messaging features, you need to configure at least one number by adding it to the SMS numbers page. To do this:

1. On the SMS numbers page, click New number.
2. In the Add a new number dialog, choose the country of origin for your SMS messages from the Which region will this number be used in? list. Learn more about which countries' numbers to add in Choosing your required countries' numbers.
3. In the Select a number area, choose one of the numbers provided by clicking it.
   The Regulatory bundle section indicates the SMS messaging conditions permitted by your country’s number.
4. If you have already configured a business address through the Regulatory bundles pages for your chosen country, the select or specify this address within the Business address field, which appears after choosing your number.
5. Click Add number to add your chosen number, which then appears on the SMS numbers page.

Choosing your required countries' numbers

Choosing which countries' numbers you require depends on the mobile number locations of People (i.e. your contacts) registered in your Ortto account, since the numbers you configure are used to send these contacts Ortto SMS messages from SMS and journey campaigns, and receive these contacts' replies.

When sending or receiving an SMS message, Ortto automatically utilizes the configured number whose country code matches that of the recipient’s (i.e. contact’s) mobile number.

Therefore, follow these guidelines when adding numbers:

• Add a number from the country that matches the location of most contacts in your Ortto account.
• If you are likely to have a significant number of contacts from other countries, add numbers for those countries too, bearing in mind that you should be able to specify a lower SMS credit requirement for these numbers.

Connect a Twilio account

You can connect a Twilio account to use your Twilio numbers for SMS campaigns in Ortto.

When using Twilio numbers in Ortto you will not be charged for number use (no SMS usage charges or phone number add-on charges), as SMS billing is handled by Twilio.

The SMS configuration options you have set under Consent, opt-out and default responses and SMS limits and fallback will apply to SMS campaigns sent using Twilio numbers. Regulatory bundles are not required for numbers imported from Twilio.

To import Twilio numbers, in Ortto at Settings > SMS > SMS > Setup > SMS numbers:

1. Click Advanced  Connect Twilio account.
2. On the Setup page, at Details, enter the following details from your Twilio console (found under Account info)
   • SID (Account SID)
   • Token (Auth Token).
3. At Import numbers as, select the state in which you wish to import numbers to Ortto.
4. Click Connect to finish.

Once your Twilio numbers are imported, any changes to numbers in Twilio can be updated in Ortto by clicking Sync with Twilio. Ortto will not perform an automatic sync with Twilio, so the manual sync is required to update the numbers list (for example where you added or removed numbers in Twilio and need to reflect the changes in Ortto).

To set numbers as Active or Inactive, click the more icon next to the number and select accordingly.

If you click Disconnect Twilio, it will remove all Twilio numbers from your Ortto account. You will then be able to purchase numbers from Ortto if required.

Connect a Tall Bob account

You can connect a Tall Bob account to use your Tall Bob numbers for SMS campaigns in Ortto.

When using Tall Bob numbers in Ortto you will not be charged for number use (no SMS usage charges or phone number add-on charges), as SMS billing is handled by Tall Bob.

The SMS configuration options you have set under Consent, opt-out and default responses and SMS limits and fallback will apply to SMS campaigns sent using Tall Bob numbers. Regulatory bundles are not required for numbers imported from Tall Bob.

To import Tall Bob numbers, in Ortto at Settings > SMS > SMS > Setup > SMS numbers:

1. Click Advanced  Connect TallBob account.
2. On the Setup page, at Details, enter the following from your Tall Bob account (found under Settings  API Credentials):
   • API Username
   • API Key.
3. Click Connect.
4. Once your Tall Bob account is connected, you’ll return to the SMS numbers page.
5. On the SMS numbers page, click New number:
   1. Input your Tall Bob number, including the country code (e.g. +61 412 345 678).
   2. Click Submit to save the number.
   3. Repeat to add additional numbers.

Once your Tall Bob numbers are added, you’re ready to start creating and sending SMS messages.

To remove a Tall Bob number, click on the more (…) icon next to the number and select Delete.

Search for a number

If the list of numbers on the SMS numbers page is extensive, you can filter this list itself by typing one or more consecutive numbers into the Search box, and any phone numbers whose digits do not match your consecutive numbers are dynamically excluded from the list as you type.

Clearing the Search box, or clicking X restores all phone numbers to the page.

Delete a number

To delete an existing SMS number from the list:

1. On the SMS numbers page, locate the number to delete, and click the more (…) icon.
2. Click Delete from the list and follow the instructions in the Are you sure? dialog.