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How do I create Twilio metrics?

Updated

Visualize, discover, and act on your communications data by creating Twilio data feed metrics.

Connecting PowerMetrics to your Twilio data

The first time you connect Klipfolio to your Twilio data, you'll be asked to enter your Twilio API Key and Account SID.

Finding your Twilio API Key and Account SID

To find your Twilio API Key and Account SID:

  1. Log in to your Twilio account.
  2. From the Console Dashboard, or from the Settings tab, copy your Account SID and Auth Token. 

Creating Twilio data feed metrics

When you create Twilio data feed metrics, you:

Connecting to your Twilio account and adding a data feed

The first time you connect PowerMetrics to your Twilio data, you enter your Twilio API Key (Auth Token) and Account SID. When you create metrics next time, you can use the same connected account or add new account settings (using a different API key or Account SID) to point to different data.

Every metric needs a data feed. As you create metrics, you’ll either create a new data feed or select one from your list of existing data feeds. Learn more about data feeds.

To create a new data feed for your metric:

  1. In the left navigation sidebar click the + button beside Metrics and select See all services.
  2. On the Where is your data? page, under Data Feed Services, select Twilio.
  3. Click +New data feed > Select Twilio data.
  4. Select a pre-built data source from the left section of the Choose a pre-built or custom connection page or click +Create a custom Twilio data source.
  5. If this is your first time connecting to Twilio:
    • On the Configure data service page, enter your Account SID and, at Auth Token, enter your Twilio API Key.
  6. If you've connected to Twilio before:
    • On the Configure data service page, click Continue.
  7. On the Configure data service page, adjust the Query URL to replace <yourAccountSID> with your Twilio Account SID.
  8. Optionally, edit the Query URL further to return the data you need. Refer to the Twilio API documentation for more information.
    Important: Don't change the date in your queries; it's part of Twilio's base URL: https://api.twilio.com/2010-04-01.
  9. Click Get data.
  10. Ensure this is the data you’re looking for. Then, click Continue. Next step - refine the data in the data feed editor.

To use an existing data feed for your metric:

  1. In the left navigation sidebar, click Data Feeds.
  2. In your list of Data Feeds, select the one you want to use for your metric.
  3. Click the Metrics tab in the right-side pane.
  4. Click +Add metric and proceed to Configuring your metric.

Refining data in the data feed editor

You’ve arrived in the data feed editor where you can choose to either accept the automatic settings or make changes.

If you’re happy with the automatic settings:

If you want to make changes:

  • Twilio returns data in a JSON format. The method for refining and editing JSON source data is slightly different than when dealing with source data that’s already in a tabular format. Learn how to refine and edit JSON source data feeds.
  • Some common adjustments include changing the data format or names for columns, updating the data feed name, and combining columns using formulas - there are many customization options available.
  • If you want to adjust the original query, click the tile under Data service.
  • When you’re finished editing the data feed, click Save data feed and proceed to Configuring your metric.

Note: After you’re finished creating a metric with this data feed, you can return to it and use it to make more data feed metrics. In the left navigation sidebar, click Data Feeds. Select the desired data feed from the list and click +Add metric.

Configuring your metric

When you configure a data feed metric, you select the measure and dimensions from the data feed to include in the metric and choose settings that determine how the data will be visualized. Go here for detailed instructions on configuring your metric.

Next steps – Interacting with your data

Now that you're connected and have some metrics, it's time to start learning from your data and tracking your progress.

Here are a few suggestions for interacting with your data:

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