Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Internal: Custom Domain URL Shortening via Twilio

Step 1: Gathering info 

Completed by: CSM

Once the information below has been collected, submit a ticket to help@meera.ai (assigned to Josh) to proceed with setup

  • What is the customer's website domain name (e.g. www.solatube.com)?
  • What subdomain does the customer want to use for hosting the short URLs (e.g. link.solatube.com)?
    • Note: the customer must pick a subdomain, we cannot use their main root domain unfortunately.
  • Does the customer have access to the DNS settings for their domain? If not, they’ll need to get in touch with their DNS host so that they’ll be ready for Step 3 below (it’s advisable to confirm this early on since it might take time for them to figure out)

 

Step 2: Start subdomain verification process 

Completed by: Tech Team

Back on Meera’s end, using any admin-level Twilio login, we need to log in and navigate to Admin Center → Domains to input the customer’s chosen subdomain and get the TXT record string for verification of that subdomain.

 

Step 3: Share the DNS Record with the Client

Completed by: CSM

Once the tech team sends over the DNS record, pass it along to the customer to add to their DNS zone.

We relay the following DNS records to the customer to be input into their DNS zone, using the customer’s domain & chosen subdomain names. Here is an example:

<subdomain.domain.com> IN CNAME lsct.ashburn.us1.twilio.com
_twilio.<subdomain.domain.com> IN TXT <string from Twilio’s config>

 

Step 4: Verifying subdomain

Completed by: Tech Team (Project lead: Josh) 

Once the client confirms they've updated their DNS settings, let the tech team know so they can verify it on their end

Back on our end in Twilio again, we navigate back to Admin Center → Domains to verify the domain.

 

Step 5: Enabling their custom domain

Completed by: Tech Team (Project lead: Josh) 

Finally, we go to the Twilio subaccount for that Brand, Messaging → Services → Features → Link Shortening then select the newly verified Custom Domain

 

Step 6: Test!

Completed by: CSM

Once the tech team confirms the custom domain is enabled, upload a test lead to verify the link is coming through correctly.

For a full overview of how this works and what the client needs to do, refer to our Custom Domain URL Shortening article.