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This guide takes you from a brand-new account to a live SMS campaign. Along the way you will connect a sending channel (the way you reach customers, such as SMS or email), import contacts, and send a message.
Time to complete: ~20 minutes  ·  Difficulty: Beginner

Before you start

You need:
  • An Autocampaign AI account. Sign up if you do not have one.
  • A Twilio or Telnyx account with a phone number, or an email domain you can verify for the email channel.
  • A short list of contacts (name and phone number) to message. A CSV file (a spreadsheet saved as plain text, which Excel and Google Sheets can export) works best.
Sending business texts to US numbers requires 10DLC registration (the US carrier registration required to send business texts from a local number). You can complete the steps below with a trial number first, then register before sending at volume.

Get started

Create your workspace

After signing up, name your organization and set your default country and timezone. See Create your workspace.

Connect a sending channel

Go to Settings → Channels and connect a provider (the company, such as Twilio, that actually carries your messages):A channel shows a green Connected badge once your provider login details are accepted.

Import your contacts

Open Contacts → Import, upload your CSV, and map the columns to contact fields. Confirm consent, then run the import. Full walkthrough: Import contacts.

Create a campaign

Go to Campaigns → New, pick your sending number, write your message, and choose who receives it. You can add merge tags like {{first_name}} — placeholders that fill in each contact’s own details. See Campaigns.

Send or schedule

Send now or schedule for later, then watch delivery and replies come in on the Dashboard and in your Inbox.

What’s next

Register for 10DLC

Required for reliable US SMS delivery at scale.

Build a dynamic segment

Group the right contacts automatically with rules.

Automate follow-up

Send a welcome sequence when someone joins.

Hire an AI Employee

Let AI answer incoming replies and sort out the serious leads.
Need help? Email support@autocampaign.ai or check the Troubleshooting guide.