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Configure SMS channel

Last update: September 14, 2026

CREATED FOR:

  • Developer
  • User

Objective

In the next set of steps, you configure the SMS channel. This step is required so that you can send messages to individual line holders later on when you are building your campaign.

  1. In Adobe Journey Optimizer, go to the Administration -> Channels menu.
  2. Select SMS Settings → API credentials.
  3. Click Create API credential.

Navigate to SMS Settings and API credentials in the Administration Channels menu "Navigate to SMS Settings"

Define the SMS API credentials

You start by creating the API connector that AJO uses to send outbound SMS requests.

  1. Under SMS Vendor choose Twilio.

  2. Enter the following API credential details, using your own Twilio trial account:

    • Name: DEP SMS
    • Account SID: Found on your Twilio Console dashboard
    • Auth Token: Found on your Twilio Console dashboard (click View to reveal it)

  3. Click Submit to register the API credential

NOTE
You’ll need a free Twilio trial account with a verified phone number before starting this step. Sign up at twilio.com/try-twilio, then find your Account SID and Auth Token on the Twilio Console dashboard. See Twilio’s getting started guide for a full walkthrough.

SMS API credential fields for the Twilio vendor

Create SMS channel configuration

Now you map this API credential to a channel configuration that journeys and campaigns can use.

  1. Navigate to Channels → General Settings → Channel configurations.

    Navigate to Channel configurations under General Settings

  2. Click Create channel configuration.

    Create channel configuration button

  3. Fill in SMS Channel Configuration Settings with the following values:

    • Name: Relational-SMS-Multi-Entity
    • Channel: Mobile Message
    • Marketing Action: SMS Targeting
NOTE
If you get an error stating the user does not have permission, ignore it and continue.

SMS settings

On selecting Channel as Mobile Message, a new section called SMS settings shows up. Fill it in with the following details:

  • Mobile message type: Marketing
  • Mobile message configuration: DEP SMS
  • Sender number: 01234567890
  • Subdomain: leave blank
  • Opt-out number: leave blank

SMS settings with sender number and mobile message type

Execution details

  1. Under Execution details, click the tab Orchestrated campaign

    Orchestrated campaign tab under Execution details

  2. Ensure the Enabled checkbox is checked

    Enabled checkbox checked for orchestrated campaigns

  3. Next under the sub-section Execution dimension ensure the following are set up as follows:

    • Deliver on message per: Target + Secondary Dimension
    • Profile Target Dimension: dep-rel: Customer Account - customer_id
    • Secondary Dimension: Customer Line

    Execution dimension settings with target and secondary dimension

    Secondary Dimension set to Customer Line in execution dimension settings "Secondary Dimension"

    note
    NOTE
    This setting is telling Orchestrated Campaigns that when it sends messages, it should deliver one message per record that matches to the Profile Target Dimension.

  4. Under Execution Address heading ensure you select the radio button for Secondary Dimension and then click the edit button on the SMS Execution Field

    Execution address set to Secondary Dimension with edit field

  5. On the pop-up, click into the schema dep-rel: Customer Line and select Mobile Phone.

    Schema pop-up for the dep-rel: Customer Line schema

    Mobile Phone field selected from the dep-rel: Customer Line schema "Mobile Phone field"

  6. Confirm the final Execution details section matches below

Final execution details configuration matching required settings

Submit and review

  1. Click the Submit button to complete the configuration and see a success message appear

    Success message after submitting the channel configuration

  2. On the channel configurations inventory page ensure the status shows as Active before moving on

    Channel configuration status shown as Active

    note caution
    CAUTION
    Wait until the status turns Active otherwise future lab steps will fail for you

  3. When the status turns Active you are complete!

TIP
🚀 Booyah! Your SMS channel is now live and ready for action!

Recap

You have now seen how to configure an SMS channel successfully. Note this configuration is an API-based SMS so depending on your provider they may use alternative methods for authentication.

You can read more hereif you are interested.

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