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Tutorials > SMS Settings

SMS Notification Settings

This tutorial will guide you through the essential steps to set up SMS notifications for events such as authorization status changes, order placements, and bot stoppages.

In this tutorial, we'll demonstrate how to use Twilio as the SMS message sender.

1. Register for a Twilio Account

  1. Visit the Twilio official website.
  2. Click the "Get started free" button at the top-right corner to access the sign-up page. (Note: The button name might vary slightly, such as "Start for free.")
  3. Sign up using your name, email address, and other details, or use your Google account. You'll then be prompted to verify your phone number.
  4. Enter your phone number and click the "Send code via SMS" button. A verification code will be sent to your phone.
  5. Input the verification code on the page and click "Verify". You'll then see a Recovery code. Save this code in a secure and accessible location. It will serve as your failsafe to regain account access if you lose your phone or verification device. Click "Continue" to proceed to your Twilio console. First-time users will be guided through a setup dialog to personalize their account.
  6. On your console page, you will see the "Account Dashboard". The dashboard has two tabs: "Develop" and "Monitor". Ensure you're under the "Develop" tab.
  7. In the dashboard, click on "Messaging" -> "Try it out" -> "Send an SMS". On the right-hand page, click "Get trial toll-free number" to claim your free phone number (sender's number).

Note: If this number remains inactive for 30 days, Twilio may deactivate it. You'll need to claim another number if that happens.

  1. Return to the Account Dashboard. Scroll down slightly to find the "Account Info" card. Here, you'll see your My Twilio phone number (the claimed toll-free phone number). Below the number, there should be text like "Toll-free verification required". Click this text to begin the verification process and follow the prompts step-by-step.

Note: Twilio requires verification for toll-free numbers to prevent spam messages.

  1. Once verified, return to the "Send an SMS" page in the dashboard by navigating to "Messaging" -> "Try it out" -> "Send an SMS". Under the Send to personal number tab, fill in the following fields:
  • To: Select your verified phone number (receiver's number). The message will be sent to this number.
  • Sender type: Choose the "Phone number" option.
  • Phone number: Select your claimed toll-free number (sender's number). The message will be sent from this number
  • Message: Type any text to test, such as "This is a test message via Twilio."
  1. Click the "Send an SMS" button. You should receive a test SMS on your phone.

2. Set Up SMS Sender (Twilio) and SMS Receiver

  1. Navigate to the Account Dashboard. Ensure you're under the "Develop" tab. In the "Account Info" card, locate and copy the following three items:
    • Account SID
    • Auth Token
    • My Twilio phone number
  2. Open the Main window of BotiTrader, click "Settings" in the main menu, and select "SMS Notification".
  3. In the SMS Notification Settings window, you'll see three sections:
    • Twilio Configuration
    • SMS Receiver
    • Check to Enable the SMS Notification
  4. In the Twilio Configuration section, enter the following:
    • Account SID: Paste the Account SID copied from your Twilio Account Info card.
    • Auth Token: Paste the Auth Token copied from your Twilio Account Info card.
    • From Phone Number: Paste the My Twilio phone number copied from your Twilio Account Info card.
  5. In the SMS Receiver section, input the phone number you just verified and tested in Twilio (the recipient of SMS messages).
  6. In the Check to Enable the SMS Notification section, select the events for which you want to receive SMS alerts. The available options include:
    • Authorization Status Change: Receive an SMS when broker authorization succeeds or fails.
    • Manual Order Placed: Receive an SMS when you manually place an order.
    • Bot Order Placed: Receive an SMS when a bot places an order.
    • Bot Stopped: Receive an SMS whenever a bot is stopped.

3. Test and Save Your SMS Settings

  1. Click "Send a Test SMS" at the bottom of the SMS settings window. If the setup is correct, a test SMS will be sent from the Twilio phone number to your recipient number.
  2. Click "Save" at the bottom of the SMS settings window to save your configuration.

4. (Optional) Set Up SMS Notifications for a Specific Trading Bot

  1. Each bot in BotiTrader can have its own SMS notification settings.
  2. In the Main window, locate the bots table on the right side. Double-click a bot to open the Bot Settings window.
  3. In the Bot Settings window, find the Notification Settings section on the left-hand side. By default, the "Use Global Settings" option is checked, meaning the bot will follow the global SMS notification settings configured earlier.
  4. To configure unique notification settings for the bot:
    • Uncheck the "Use Global Settings" option.
    • Select the specific notifications you want to enable for this bot. These settings will override the global SMS notification settings.