Once you've set-up your account with us, getting started with sending messages is easy!
Head over to the Messaging tab in the menu, then choose New Message.
If you’d like to use a specific Sender ID (1), you can select it from the Sender ID dropdown menu.
Adding recipients is simple, and you have a few choices:
Manual Entry (3): Start typing a contact’s name or phone number. You can also paste a list of numbers directly from a spreadsheet or other document into the recipient field.
Contacts (4): Use Search contacts to browse and select individuals from your contact list. You can also select all contacts if needed.
Contact Lists (4): For saved groups, click Search contact lists and pick the ones you want to send to. If you need to exclude someone, just expand the list and uncheck their name.
Contact Segments (5): If your contacts are grouped based on common traits or behaviors, choose Search contact segments to find and send to the right segment. You can still fine-tune by unchecking any names within the segment.
Type your message in the Message Content field. As you write, you’ll see a live preview of your message on the right, showing exactly how it will appear to recipients.
Happy with your message? Just hit Send Now in the bottom right corner.
Key Reminders:
- You can message multiple contacts or groups with both the Quick Message and New Campaign options.
- Got templates? You can load a saved one from the dropdown in the top left of the message window.
- To include an opt-out message, click the button in the top right of the message window. If you don’t see it, check that Automatic Unsubscribe is turned on in your settings.
- Keep an eye on the bottom of the message box to see how many characters and messages your text will use.
- You can copy a column of numbers from a CSV or Excel file and paste them right into the recipient field.
- If you’re using personalization in a New Campaign, the preview will show the personalized content as it will appear to each recipient (e.g., “Hi #Firstname#” will show as “Hi John” for someone named John).
Need to send a message fast? Our Quick Message feature lets you send texts right away to a mobile number, contact, or group. Perfect for those one-off, time-sensitive messages.
It’s simple and efficient. First, click on the message button on the bottom right of the dashboard.
Then, enter your recipients (1), type your message (2), and hit send (3), and you're all set!
Make sure your contact list is saved as a CSV, XLS, or XLSX file. CSV UTF-8 is the preferred format for the smoothest import.
You can also map extra details (like contact roles or office locations) to custom fields for easier organization later on.
When it’s done, you’ll see a summary of the results, with links to review any successful or failed imports.
We can't stress the importance of having the proper consent before adding contacts. Our system automatically keeps track of each contact’s subscription status, even if they’re removed. If you need to re-subscribe someone, you’ll need to do it manually. Keep in mind—re-importing a contact doesn’t count as re-subscribing.
To learn more about compliance in texting for business, visit the FCC's regulations document on texting. or Sinch's best practices for compliant texting.
If you don't see your issue or concern on this page, fret not, we're still here for you! Reach out to us through our help page, and one of our experts will help you with your issue as soon as possible.