Twilio

  1. Submit ticket requesting Twilio account
  2. Does user have an existing account?
    1. No
      1. Send invite to customer
      2. Customer registers account
    2. Yes
      1. Customer sends SID to us
      2. We add them to WashU account
  3. Enable HIPAA for account
  4. Provide information on project configuration to customer
  5. Customer setups up SMS campaign in Twilio
  6. Twilio approves the campaign
  7. Customer configures their redcap project
    1. Can choose survey invites, alerts, or both for SMS messaging

Table of Contents


Updated on August 7, 2025