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sms-setup-and-best-practices

title: SMS Setup and Best Practices description: Configure SMS, ensure compliance, and optimize deliverability and engagement.

SMS Setup and Best Practices

Set up SMS for reliable delivery and compliant messaging. Follow these steps to configure sending and improve engagement.

Setup Steps

  1. Connect provider: Link your SMS service and verify sending numbers.
  2. Register use‑case: Complete required registrations (e.g., A2P 10DLC) for higher throughput.
  3. Verify brand: Provide business details to improve trust and compliance.
  4. Test delivery: Send test messages to multiple carriers and devices.

Compliance

  • Obtain explicit opt‑in from contacts before sending.
  • Include clear opt‑out instructions (e.g., reply STOP) in messages.
  • Respect quiet hours and regional regulations.
  • Store consent timestamps and methods.

Content Guidelines

  • Keep messages concise and value‑focused.
  • Avoid spammy language, excessive punctuation, or URL shorteners with poor reputation.
  • Personalize when appropriate; use merge fields carefully.

Deliverability Tips

  • Warm up new numbers gradually.
  • Monitor error codes and carrier feedback.
  • Rotate sending numbers if you hit throughput limits.
  • Use branded links and track clicks responsibly.

Troubleshooting

  • Check provider status if delivery drops.
  • Validate phone number formatting (E.164).
  • Confirm opt‑in status for recipients.
  • Review content for filters that might block sending.
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