What this Loyaltify and Twilio setup does

Loyaltify combines your wallet-first digital loyalty program with Twilio's messaging infrastructure through a simple interface. Your team connects its own Twilio account from within the Loyaltify dashboard in a few steps, through a simple, guided connection no complex technical setup or credential matching required, you just link your account.
Once the connection is complete, SMS messages that trigger when something happens on a customer's Apple Wallet or Google Wallet card (a scan, a reward claim, a tier change) are configured from the same simple interface; there's no need to build complex systems, get developer support, or use physical cards.

Think of a concrete example: A customer scans the QR code at your café to add the loyalty card to their Apple Wallet or Google Wallet, then earns stamps or points with every purchase. From the Loyaltify dashboard, using your connected Twilio account, you send a notification like "Come in this week and earn double stamps on your coffee!" the customer comes back, and loyalty gets stronger.

The practical goal here is timing. A card scan, a reward becoming claimable, a points balance about to expire, or a customer who's gone quiet for six weeks — each of these is a moment you can turn into a message with a single click from the Loyaltify dashboard.

Loyaltify's Twilio connection isn't limited to automated event messages. From the same dashboard, teams can also create direct (sent immediately) or scheduled marketing SMS campaigns whenever they want, outside the automated flow — such as sending a bulk announcement to a specific customer segment or launching a targeted campaign.

What you need before you start sending SMS with Loyaltify

Before you start sending SMS with Loyaltify, you need three things: an active Loyaltify account, your own Twilio account.

Account and dashboard access: You need an active Loyaltify account with admin rights that can access program settings and the messaging tab.

Your own Twilio account: Since messages are sent and billed through your own Twilio account, you need to set up a Twilio account beforehand. You connect this account through Loyaltify's simple dashboard interface; no complex credential matching is required. Because messaging runs through your own Twilio account, Loyaltify doesn't add any extra SMS charge on top of this communication.

Customer phone numbers: Loyaltify's signup forms already collect and store customer phone numbers properly in E.164 format with country code (+14155550123). All you need to do is make sure your existing customer records carry a valid number; no extra work on formatting or matching is required.

A plan for the messages you'll send: Decide which moments deserve an automated message: signup, reward claim, tier change, points about to expire, card activity. Also think about direct or scheduled manual campaigns you might want to send from time to time a campaign announcement, a seasonal incentive, or a message tailored to a specific segment. Drafting the text, sender name, and your preferred opt-in/opt-out language in advance will speed things up when you're configuring settings in the dashboard.

How to enable SMS sending from the Loyaltify dashboard

The steps below are sequential and follow the connection flow documented in Loyaltify's Twilio help article. The first step is connecting your own Twilio account; none of these steps including that one requires writing code or doing complex credential matching. It all happens within the dashboard's simple interface.

1. Get your credentials from the Twilio Console
Log in to your Twilio Console, click the user icon in the upper right corner, and select Account Management. From the left sidebar, go to Keys & Credentials > API keys & tokens, scroll to the Live Credentials section, and copy your Account SID and Auth Token.

2. Connect your own Twilio account in Loyaltify
In the Loyaltify dashboard, go to Integrations > Twilio, paste the Account SID and Auth Token into the matching fields, and click Connect. Once saved, messaging runs through your own Twilio account with Twilio's own pricing; Loyaltify doesn't add an extra charge on top.

3. Check your customer numbers
Browse your customer list in the dashboard and flag any records with missing or incorrect phone numbers. You can decide here what to do with profiles that have no number (skip them, or route them to email).

4. Choose your automated messaging rules
From the dashboard's built-in list of events, mark which ones should trigger a message: signup confirmation, tier upgrade, reward claim, points about to expire, card activity. Write a short template message for each event; fields like customer name, points balance, or reward name are automatically populated into the message.

5. Optionally, create a direct or scheduled campaign
Independent of the automated rules, you can start a new campaign from the dashboard and send a message — either immediately or scheduled for a future
date — to a customer segment or your entire list. This is used for marketing announcements, campaign reminders, or special offers, and is managed from the same interface as automated event messages.

6.Send a test
Before going live, trigger an event on your own card (for example, claim a reward) or send a manual message to a small test segment. Confirm from the dashboard that the message arrived and the template fields were filled correctly, then activate the remaining rules.

Since Twilio itself supports channels beyond SMS — including WhatsApp, RCS, voice calls, and email the messaging logic you set up through Loyaltify rests on the same underlying infrastructure described in Twilio's article on marketing automation platforms, but you manage that infrastructure through your own Twilio account, using Loyaltify's simple interface.

Which loyalty and card events can trigger SMS campaigns

Every automated message in this workflow starts with an event on a customer record. Loyaltify detects the change, populates the relevant information (points balance, tier, reward name) into the message template, and manages delivery through the dashboard via your connected Twilio account. No message is sent because of a schedule it's sent because something happened.

The most commonly used events are signup, earning points, claiming a reward, a tier upgrade, and points about to expire. Each naturally pairs with a message type: a welcome text, a balance confirmation, a redemption receipt, a status note, or a "use it before it expires" reminder.

Card activity is the second major source of triggers. Adding a digital card to Apple Wallet or Google Wallet (for example, via a QR code scan), an in-store scan, or an update to information on the card — these are all status changes tied to the same customer record and can be paired with a message from the dashboard. Just like the café example: a customer adds the card to their wallet via QR code, and each stamp collected can trigger a scan-earned-points message; a card update can confirm the new balance; a long-inactive card can be flagged for a win-back message like "Come in this week and earn double stamps on your coffee!"

Beyond these, direct or scheduled manual campaigns that aren't tied to automated events can also be sent anytime from the same dashboard. A special offer for a particular segment, a seasonal announcement, or a general update — these aren't triggered by an event but directly by you, and are managed from the same interface as automated messages.

How the Loyaltify and Twilio integration works and what it's for

The integration links your loyalty program to your own Twilio account through a simple interface, so wallet activity and loyalty events can become SMS messages without building a separate system.

Once your Twilio account is connected from the dashboard, two kinds of messaging run through the same setup:

  • Automated event messages
    Loyaltify watches for events on a customer record — signup, points earned, a reward claimed, a tier upgrade, points about to expire, or card activity like a wallet scan — and sends the matching message template automatically through your connected Twilio account.
  • Direct and scheduled marketing campaigns
    Outside the automated flow, your team can send a message to a segment or your full list whenever you want — right away or scheduled for later — for announcements, seasonal offers, or win-back campaigns.

Both paths are managed from the same dashboard screen, use the same customer phone number data, and respect the same opt-out list, so a customer who has texted CANCEL (or another standard opt-out keyword) is excluded from automated and manual sends alike.

The practical point for this integration is straightforward: it turns pass activity and loyalty moments into timely messages that support sales and repeat visits, without physical cards, a dedicated app, or complex systems to maintain. Because messages run through your own Twilio account, Loyaltify doesn't add an extra sms charge.

After setup: what to do before scaling your campaign

Once you enable SMS from the Loyaltify dashboard, the result is simple: a scan at the counter or a campaign you send from the dashboard turns into a message on the customer's phone. No physical card, no separate app, no complex systems to build it's all managed in a single dashboard, through your own Twilio account.

Before rolling out a broad campaign, double-check these three points:

  • Data readiness: Make sure customer records carry a valid phone number in E.164 format and that the necessary consent has been obtained.
  • Event mapping: Confirm from the dashboard that every loyalty moment you care about (signup, reward earned, points about to expire, tier change) is matched to the right template, and that no single event triggers more than one message.
  • Test send: Test both an automated event and a direct or scheduled manual campaign on a real device, and confirm the message text and opt-out information look correct.

Then start narrow: pick one segment, one event, or a small manual campaign, monitor the results from the dashboard, and expand scope once you're comfortable.

The same dashboard extends beyond promotions. A reward-earned event can trigger a reminder, and you can send a direct win-back campaign like "Come in this week and earn double stamps on your coffee!" to customers who've gone quiet all from the card already sitting in Apple Wallet or Google Wallet, through your own connected Twilio account and a simple interface.

Ready to send your first loyalty message? Get started free with Loyaltify and issue a test card today.