The SMS Integration add-on for the User Registration plugin enables you to send SMS notifications and implement phone number verification through Twilio integration. This feature enhances security by adding two-factor authentication and provides users with instant SMS notifications.

Prerequisites:
✅ User Registraton & Membership Premium plugin.
✅ SMS Integration Addon.
✅ Twilio credentials.

Installation User Registration & Membership Plugin #

This guide assumes you have already installed and activated the User Registration & Membership Premium plugin along with the SMS Integration addon. If you haven’t completed these steps yet, please refer to our documentation on:

• Installing the Premium Plugin.

Activate the SMS Integration Addon #

 To activate the addon, follow these steps:

• Navigate to User Registration & Membership > Addons in your WordPress dashboard.
• Locate or search for the SMS Integration addon and toggle to Activate.

Step 1: Setting Up Twilio Integration #

Obtaining Twilio API Credentials

To configure SMS functionality, you’ll need the following credentials from your Twilio account:

• Twilio Phone Number
• Account SID
• Auth Token

To obtain these credentials:

1. Log in to your Twilio Console.
2. Navigate to Account > API Keys & Tokens.
3. Copy your Account SID and Auth Token.
4. Note your Twilio phone number from the Phone Numbers section.

Step 2: Adding the Twilio API keys to the User Registration & Membership Plugin #

To add the above API keys to the User Registration Forms, please follow the steps below.

• Go to User Registration > Settings > Integration.
• Click on the dropdown arrow beside the ‘Twilio‘ option.

• Once you click the dropdown icon, you will see the following screen.

Now, enter the required keys and click ‘Connect‘.

Step 3: Configure SMS Notification for Individual Forms #

Once the Twilio keys have been set up, you can now add the SMS notification to the individual forms. For this, follow the steps below:

• Create a form or edit the existing one.
• Make sure you have a Phone number field on your form. After that, map the phone field to smart format for SMS verification and set it to the required.

• Go to Form Settings > General > User Approval and Login Option and select Auto approval after sms verification as shown below:

• Now, after registering, the plugin will redirect user to the OTP page and sends an SMS with the OTP to their registered mobile number. Use can then verify using the received OTP.

They can also click onResend Code if they don’t receive the code on the first attempt. Once the OTP is verified, the user will be allowed to log in, and its status will be Approved.

Step 4: Test SMS Integration #

Verify that the User Registration Process is Working Fine #

1. User Registration: User completes the registration form including phone number.
2. SMS Verification: System sends OTP (One-Time Password) to the provided phone number.
3. OTP Verification: User enters the received OTP to verify their phone number.
4. Account Activation: Upon successful verification, the user account is automatically approved.

Best Practices #

1. Test Thoroughly: Always test SMS verification with different phone numbers and regions
2. Monitor Usage: Keep track of your Twilio SMS usage to manage costs
3. User Communication: Clearly inform users about the SMS verification process