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A quick-start guide to getting ready to send SMS.

SMS get started checklist

Options for sending SMS vary by region, and each From name type has its own pros and cons.

Understand From names and numbers

In some cases, you can self-serve SMS set up on your account.

Start an SMS free trial

Control which name or number your contacts see when they receive an SMS message from you.

Manage SMS from names

Buy a long or short SMS number to send SMS campaigns to contacts in supported regions.

Purchase an SMS number

How pay-as-you-go works for SMS and WhatsApp, how to use the rate card, and how to set spend limits and alerts.

Understand pay-as-you-go and spend limit

Pay upfront for premium SMS and WhatsApp sends, then draw down the balance as you send.

Use the premium messaging wallet

Create an SMS/MMS sign-up form and double opt-in flow so only consented contacts receive your messages.

Create an SMS/MMS subscriber sign-up form and opt-in process

Laura Russell

Gareth Burroughes

Set up SMS

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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