Getting Started With SMS
Owners can upgrade to a plan with SMS to get started. Approx. reading time 3 min.
Sending SMS is quick and simple with Callingly. You can send two way conversational messages to leads, automatically send sms before and after calls, build keyword auto responders using custom keywords, and respond to inbound calls if your team doesn't answer.
SMS Features
Two way conversational messages
Reach out to leads and respond to incoming messages right within the Callingly interface.
Automated SMS
Automate sending messages to new leads before and after calls. Follow up automatically when the lead or your team doesn't answer.
Keyword autoresponders
Automatically respond or trigger a call based on incoming messages with keywords you can define.
Missed call autoresponders
Send messages when inbound calls are received but missed.
Inbound message forwarding
Forward any messages received from your inbound numbers to the agent or team configured for that number.
How to enable SMS
To help combat spam and to comply with industry standards all business sending SMS within the US and Canada are required to register and receive campaign approval. Campaign approval is subject to verification of your opt-in form, terms of service, and privacy policy.
Callingly makes this easy by automating the process. Navigate to the Business Profile page in your account and complete the provided form. Approval takes between 7-14 business days. See below for some helpful opt-in form guidelines to improve your chances for campaign approval:
Opt-in Requirements
Industry standards require collecting consent from the lead before sending SMS. Your opt in form should include a short consent message, a link to your privacy policy, and a link to your terms and conditions. We've provided an example you can modify:
By completing this form, you consent to receive text messages from {{COMPANY}} and agree to {{COMPANY}}'s Terms of Use and Privacy Policy. Messaging frequency varies. Standard message and data rates may apply. You can opt out at any time by replying "STOP" to any message.
Common questions
What countries are supported for SMS?
Phone numbers for purchase in-app are available for US and Canada. This means that US and Canadian numbers are included in SMS. If you need a number for a different country, this can be accommodated. Please reach out to our support team for help with this.
What SMS features are coming in the future?
We have a few thoughts for our SMS roadmap, but nothing is set in stone. We’d love to hear from you regarding what you’d like to see.