SMS Messaging (Twilio)¶
Module Not Currently Installed
As of the 2026-04-12 module audit, sr_twilio_sms is NOT installed in production (sr_live_jan19_backup on EXP). The module exists on disk but has never been activated.
SMS functionality that IS live is handled through sr_management + built-in Odoo SMS via Telnyx (for route notifications, pickup reminders, etc.). This dedicated sr_twilio_sms module is a separate implementation targeting Twilio specifically.
Do not rely on this page as operational documentation until Dan makes a decision about installing the module. The features below describe what the code does — just not what's running in production today.
See the developer changelog 2026-04-12 entry for full context.
Overview¶
The SMS Messaging module (sr_twilio_sms) enables sending bulk or individual SMS messages via Twilio integration. Messages can be sent to individual phone numbers, pre-configured contact groups, or selected partners from the contact list. The module includes delivery tracking with status updates and retry capabilities for failed messages.
Last Updated: February 2026 (content) / April 2026 (status banner added) Target Audience: Marketing, Managers, CSRs Status: NOT INSTALLED — documentation retained for reference
Navigation¶
All SMS features are under Administration → Twilio Gateway:
| Menu | What It Opens |
|---|---|
| Configuration | Twilio API credentials and connection settings |
| Send SMS | Form to compose and send SMS messages |
| Groups | Manage named groups of contacts for bulk sending |
| Delivery Report | Track delivery status of all sent messages |
Configuration¶
Before sending any messages, you must configure your Twilio credentials.
Configuration Fields¶
| Field | Description |
|---|---|
| Account SID | Your Twilio Account SID (found in the Twilio console) |
| Auth Token | Your Twilio Auth Token (found in the Twilio console) |
| SMS From | The Twilio phone number to send messages from (must be a verified Twilio number) |
| Active | Enable or Disable this configuration |
| Status | Not Verified or Verified (set automatically by Test Connection) |
The Twilio configuration form with Account SID, Auth Token, and SMS From number fields.
Setting Up Twilio¶
- Navigate to Administration → Twilio Gateway → Configuration
- Click New
- Enter your Account SID from the Twilio dashboard
- Enter your Auth Token
- Enter the SMS From number (your Twilio phone number, including country code)
- Click Test Connection
- If successful, the status changes to Verified and a confirmation dialog appears
- Save the record
Only one configuration can be active at a time
If you have multiple Twilio configurations, only one can be set to Active. The system uses the active, verified configuration for all SMS sending.
Send SMS¶
Navigate to Administration → Twilio Gateway → Send SMS to compose and send messages.
The Send SMS form with recipient selection, message composition, and delivery tracking options.
Send SMS Fields¶
| Field | Description |
|---|---|
| Send By | Choose how to select recipients: Group, Partners, or Individual |
| Group | Select an SMS group (shown when Send By = Group) |
| Partner(s) | Select one or more contacts (shown when Send By = Partners) |
| Mobile | Enter a phone number directly (shown when Send By = Individual) |
| Track | Check to enable delivery tracking for this message |
| Message | The SMS message text |
Sending Methods¶
| Method | Description |
|---|---|
| Group | Send the same message to all contacts in a pre-configured SMS group |
| Partners | Select specific contacts from the partner list — only contacts with mobile numbers are sent to |
| Individual | Send to a single phone number typed directly into the form |
After composing your message, click Send SMS to dispatch.
SMS Groups¶
Navigate to Administration → Twilio Gateway → Groups to manage contact groups for recurring bulk sends.
The SMS Groups list showing named contact groups for bulk messaging.
Group Fields¶
| Field | Description |
|---|---|
| Name | Descriptive name for the group (e.g., "Sales Team", "Key Accounts") |
| Partner(s) | The contacts included in this group |
Creating a Group¶
- Navigate to Administration → Twilio Gateway → Groups
- Click New
- Enter a Name for the group
- Add contacts in the Partner(s) field
- Save
Delivery Report¶
Navigate to Administration → Twilio Gateway → Delivery Report to track the status of sent messages.
The Delivery Report showing message statuses, recipient numbers, and retry options for failed messages.
Delivery Report Columns¶
| Column | Description |
|---|---|
| To | The recipient phone number |
| Message SID | Twilio's unique message identifier |
| Message | The message text that was sent |
| Date | When the message was sent or last updated |
| Status | Current delivery status (see below) |
| Reason | Failure reason if the message failed or was undelivered |
Message Status Lifecycle¶
Messages progress through the following statuses:
| Status | Meaning |
|---|---|
| Accepted | Twilio has accepted the message for processing |
| Queued | Message is queued for sending |
| Sending | Message is currently being sent |
| Sent | Message has been sent to the carrier |
| Delivered | Message has been delivered to the recipient's phone |
| Failed | Message could not be sent (see Reason for details) |
| Undelivered | Message was sent but could not be delivered to the recipient |
Retrying Failed Messages¶
- Open the Delivery Report
- Find the failed message (filter by Status = Failed)
- Click the Retry button on the record
- The system re-sends the message using the same Twilio configuration
- The status and Message SID are updated with the new attempt
Common Tasks¶
Configuring Twilio¶
- Navigate to Administration → Twilio Gateway → Configuration
- Click New and enter your Account SID, Auth Token, and SMS From number
- Click Test Connection to verify
- Set Active to Enable
- Save
Sending an Individual SMS¶
- Navigate to Administration → Twilio Gateway → Send SMS
- Set Send By to "Individual"
- Enter the phone number in the Mobile field
- Check Track if you want delivery tracking
- Type your message
- Click Send SMS
Sending Bulk SMS to a Group¶
- First, create a group under Groups with the desired contacts
- Navigate to Send SMS
- Set Send By to "Group"
- Select the group
- Check Track to monitor delivery
- Type your message
- Click Send SMS — the message is sent to all group members with mobile numbers
Checking Delivery Status¶
- Navigate to Administration → Twilio Gateway → Delivery Report
- Review the Status column for each message
- Filter by status to find failed or undelivered messages
- Click into any record for full details including the failure reason
Retrying Failed Messages¶
- Navigate to Delivery Report
- Filter by Status = Failed
- Open the failed message record
- Click the Retry button
- Verify the new status updates
Tips¶
Always test your connection first
After entering Twilio credentials, click Test Connection before trying to send messages. This verifies your Account SID and Auth Token are correct.
Use groups for recurring recipients
If you regularly send messages to the same set of contacts, create an SMS Group. This saves time and ensures consistency.
Enable tracking for important messages
Check the Track checkbox when sending important messages. This creates a delivery report entry so you can verify the message was received and retry if it failed.
Check mobile numbers on contacts
SMS messages are only sent to contacts with a Mobile number set. If a partner in a group has no mobile number, they are silently skipped. Make sure your contacts have mobile numbers populated.
Questions? Contact your supervisor or refer to the Getting Started guide.