ReadySMS Documentation
Everything you need to set up, send, and scale your SMS campaigns.
Overview
ReadySMS is a full-featured SMS platform built for businesses that need reliable, high-volume text messaging at competitive rates. It plugs directly into your CRM so every text, reply, and opt-out is tracked in one place.
Compliant by Default
Built-in 10DLC registration, opt-in pages, privacy policies, and automatic opt-out handling.
AI-Powered Messaging
Generate high-converting SMS copy instantly with the AI Message Writer.
Smart Send Technology
Deliver each message at the optimal time for every individual contact.
Volume Pricing
Rates as low as $0.0028/segment. The more you send, the less you pay.
Key capabilities:
- Single and bulk SMS sending with personalization
- Shared inbox for two-way conversations
- CRM with pipeline management, lead scoring, and list scrubbing
- SMS Blasts with A/B testing and Smart Send
- Drip sequences with time-delay automation
- Real-time analytics: delivery rates, carrier breakdowns, number health
- Sub-account management for agencies
- Auto-rebill so you never run out of credits
Installation
ReadySMS is available directly from the marketplace. Installation takes under two minutes.
- Open the marketplace and search for "ReadySMS".
- Click Install on the ReadySMS listing.
- Authorize the connection when prompted. This grants ReadySMS permission to send and receive SMS on your behalf.
- Select the sub-account(s) you want to connect.
- Once installed, ReadySMS appears in your sidebar. Click it to open the dashboard.
Initial Setup
Before sending your first message, you need to complete 10DLC registration and provision a phone number. This is required by US carriers to ensure deliverability.
Step 1: Register Your Brand
Navigate to Settings → 10DLC and fill out your business details:
- Legal business name
- EIN (Employer Identification Number)
- Business industry and type
- Business address
- Contact information
Step 2: Register a Campaign
A campaign describes how you will use SMS messaging. ReadySMS simplifies this process:
- Describe your business and messaging use case
- ReadySMS's AI automatically generates your opt-in page, privacy policy, and terms of service
- Review and submit for carrier approval
Approval typically takes 1-3 business days.
Step 3: Buy a Phone Number
Once your campaign is approved:
- Go to Settings → Phone Numbers.
- Enter your preferred area code (e.g., 657, 949, 310).
- ReadySMS will provision a local 10-digit number instantly.
- The number is automatically linked to your approved campaign.
Sending SMS
Single Message
To send a one-off text message:
- Go to the Call/Text tab in the dashboard.
- Select your From Number from the dropdown.
- Enter the recipient's phone number in the To field.
- Type your message in the composer. The character counter shows segment count in real time.
- Click Send Message.
Replies from the recipient appear in your Conversations inbox automatically.
Bulk Sending
For sending to multiple contacts at once, use SMS Blasts (covered in detail in the SMS Blasts section). You can also use the Call/Text tab to send to contacts selected from your CRM.
Personalization
Use merge fields to personalize each message:
{first_name}— contact's first name{last_name}— contact's last name{name}— contact's full name{company}— contact's company name
Example: "Hey {first_name}, just wanted to check in about your property on Main St..."
Understanding Segments
A segment is a 160-character portion of an SMS message. Messages longer than 160 characters are split into multiple segments:
- 1-160 characters = 1 segment
- 161-320 characters = 2 segments
- 321-480 characters = 3 segments
The character counter in the message composer shows the exact segment count before you send, so there are no surprises.
AI Message Writer
The AI Message Writer helps you craft high-converting SMS messages in seconds. Instead of staring at a blank screen, describe what you want to say and let AI do the writing.
How It Works
- Click the AI Writer button in the message composer (available in Call/Text and SMS Blasts).
- Describe your message intent in plain English. For example: "Follow up with a homeowner about selling their house, friendly tone, mention we buy as-is."
- The AI generates 3 optimized message variations with different tones and angles.
- Click any suggestion to use it. Edit further if needed.
Conversations
The Conversations tab is your shared inbox for all two-way SMS communication. Every inbound reply from a contact appears here in real time.
Features
- Unified inbox — all conversations from all phone numbers in one view
- Real-time updates — incoming messages appear instantly, no refresh needed
- Contact context — see the contact's name, tags, pipeline stage, and notes alongside the conversation
- Quick replies — respond directly from the inbox with the full message composer
- AI-assisted replies — use the AI Message Writer to generate responses
- Message status indicators — see delivered, read, and failed statuses at a glance
Filtering Conversations
Use the filter bar to narrow conversations by:
- Unread / All
- Phone number (if you have multiple numbers)
- Date range
- Contact tags or pipeline stage
CRM & Contacts
ReadySMS includes a built-in CRM to manage your contacts, track engagement, and keep your lists clean.
Contact Management
- Import contacts via CSV upload or sync from your CRM
- Add contacts manually one at a time
- Custom fields for storing additional data (address, property type, etc.)
- Tags for segmentation and organization
- Notes attached to each contact for team collaboration
Pipeline
Track contacts through your sales or outreach process with a visual pipeline. Default stages include:
- New Lead
- Contacted
- Engaged
- Qualified
- Converted
Drag-and-drop contacts between stages, or let automations move them based on message activity.
Lead Scoring
ReadySMS automatically scores contacts based on engagement signals:
- Replies — contacts who respond get higher scores
- Response time — faster replies indicate higher intent
- Message opens — tracked engagement
- Opt-out requests — lower the score automatically
Use lead scores to prioritize follow-ups and filter your blast recipients.
List Scrubbing
Keep your lists clean and compliant with built-in scrubbing tools:
- Landline detection — automatically identifies and flags numbers that cannot receive SMS
- DNC (Do Not Call) check — cross-references against known DNC lists
- Duplicate removal — finds and merges duplicate contacts
- Invalid number detection — flags disconnected or malformed numbers
SMS Blasts
SMS Blasts let you send a single message to hundreds or thousands of contacts at once. This is your tool for campaigns, announcements, and mass outreach.
Creating a Blast
- Go to SMS Blasts and click "+ New Blast".
- Name your campaign (internal only, contacts won't see this).
- Write your message. Use merge fields like
{first_name}for personalization. - Select your recipients: all contacts, specific tags, pipeline stages, or a custom filter.
- Choose your sending method: Send Now, Schedule for a specific date/time, or enable Smart Send.
- Review the estimated segment count and cost, then confirm.
Smart Send
Smart Send is ReadySMS's AI-powered delivery optimization. Instead of blasting everyone simultaneously, it learns when each contact is most likely to respond and staggers delivery into optimal windows.
Example: If John typically replies between 5-7 PM and Sarah responds best at 10 AM, Smart Send delivers John's message at 5:30 PM and Sarah's at 10:15 AM.
A/B Testing
Test different message variations to find what resonates with your audience:
- When creating a blast, click "Add Variation" to create a B message.
- Write an alternative version of your message.
- Set the test split (e.g., 50/50 or 20/80).
- ReadySMS sends each variation to a portion of your list and tracks reply rates.
- After the test period, view results in the Blast detail page to see which version won.
Drip Sequences
Drip sequences let you send a series of automated messages over time. Set it up once, and ReadySMS handles follow-ups automatically.
Creating a Drip Sequence
- Go to Drip Sequences and click "+ New Sequence".
- Name your sequence and set the trigger (e.g., new contact added, tag applied, manual enrollment).
- Add messages to the sequence. For each message, set:
- Delay — how long to wait before sending (e.g., 1 day, 3 days, 1 week)
- Message content — the SMS to send, with merge field support
- Send window — restrict sending to business hours only (optional)
- Set exit conditions: automatically stop the sequence if the contact replies, opts out, or reaches a specific pipeline stage.
- Activate the sequence.
Sequence Management
- Pause / Resume — pause a sequence without losing progress; contacts resume where they left off
- Edit live sequences — changes apply to new enrollees only; existing contacts continue the original version
- Performance stats — track delivery rate, reply rate, and opt-out rate per step
- Manual enrollment — add individual contacts or bulk-enroll from a tag or filter
Analytics
ReadySMS provides detailed analytics so you can monitor performance, optimize campaigns, and maintain healthy sender reputation.
Usage Reports
The Usage Reports dashboard shows:
- Messages sent — total messages and segments over any date range
- Delivery rate — percentage of messages successfully delivered
- Reply rate — percentage of messages that received a response
- Opt-out rate — percentage of contacts who unsubscribed
- Cost breakdown — total spend by day, week, or month
- Credits remaining — current balance with projected depletion date
Number Health
The Number Health panel monitors each of your phone numbers for deliverability issues:
- Health score — overall rating (Good, Fair, Poor) based on carrier feedback
- Spam reports — number of recipients who flagged your messages
- Carrier blocks — any carriers that are filtering your messages
- Recommendations — actionable suggestions to improve deliverability
Carrier Breakdown
See how your messages perform across different carriers:
- AT&T, T-Mobile, Verizon — delivery rates per carrier
- Regional carriers — smaller carrier performance
- Failure reasons — why specific messages failed (invalid number, carrier block, etc.)
This data helps you identify carrier-specific issues before they affect your overall deliverability.
Billing & Credits
Pricing Tiers
ReadySMS uses volume-based pricing. The more you send, the lower your per-segment rate:
| Tier | Monthly Volume | Per Segment |
|---|---|---|
| Starter | 0 - 50,000 segments/mo | $0.0084 |
| Growth | 50,001 - 500,000 segments/mo | $0.0059 |
| Enterprise | 500,001+ segments/mo | As low as $0.0028 |
Additional monthly fees:
- Brand registration: $10/month
- Campaign registration: $20/month per campaign
Purchasing Credits
Credits can be purchased from Billing → Buy Credits. Select a package or enter a custom amount. Payment is processed via your saved card on file.
Auto-Rebill
Never run out of credits mid-campaign. Auto-Rebill automatically purchases credits when your balance falls below a threshold you set.
Configure it in Billing → Auto-Rebill:
- Threshold — trigger when balance falls below this amount (e.g., 1,000 credits)
- Rebill amount — how many credits to purchase (e.g., 50,000)
- Monthly cap — optional maximum spend per month
Payment Methods
ReadySMS accepts all major credit and debit cards (Visa, Mastercard, American Express, Discover). Manage your payment methods in Billing → Payment Methods.
Sub-Accounts
If you manage multiple businesses or clients, sub-accounts let you keep everything organized under one ReadySMS login.
How Sub-Accounts Work
- Each sub-account has its own contacts, phone numbers, conversations, and billing
- Switch between sub-accounts from the dropdown in the top navigation
- Sub-accounts are connected to individual locations in your CRM
- Credits and usage are tracked separately per sub-account
Managing Sub-Accounts
- Add a sub-account — go to Settings → Sub-Accounts and connect a new location
- Switch accounts — use the account switcher in the top navigation bar
- Shared phone numbers — optionally share a phone number across multiple sub-accounts
Settings
The Settings page lets you configure your account, manage integrations, and customize your ReadySMS experience.
General
- Account name and business details
- Timezone — controls scheduled send times and analytics
- Default from number — pre-select your primary phone number
10DLC
- View brand registration status
- View campaign registration status and trust score
- Submit new brand or campaign registrations
Phone Numbers
- Buy new phone numbers
- View active numbers and their assigned campaigns
- Release numbers you no longer need
Integrations
- Connect to your CRM
- Configure webhook endpoints for real-time event notifications
- API access for custom integrations
Compliance
- Opt-out keywords — customize the keywords that trigger automatic opt-out (STOP, UNSUBSCRIBE, etc.)
- Opt-in confirmation — toggle automatic opt-in confirmation messages
- Quiet hours — prevent messages from being sent during specified hours (e.g., 9 PM - 8 AM)
Frequently Asked Questions
How long does 10DLC approval take?
Brand registration is usually approved within 24 hours. Campaign registration typically takes 1-3 business days. In some cases, carriers may request additional information, which can extend the process to 5-7 business days.
Can I send MMS (picture messages)?
ReadySMS currently supports SMS (text) messages. MMS support for images and media is on our roadmap and coming soon.
What happens if a contact replies STOP?
ReadySMS automatically handles opt-outs. When a contact texts STOP (or any configured opt-out keyword), they are immediately removed from all future messaging. Their DND (Do Not Disturb) status is updated in your CRM, and they will not receive any further messages from your account. This is required by law and cannot be overridden.
Can I use ReadySMS with my existing CRM workflows?
Yes. Once installed, ReadySMS becomes your SMS provider. All existing automations, workflows, and triggers in your CRM that send SMS will automatically use ReadySMS. No workflow changes are required.
Is there a free trial?
Every new account receives 2,500 free SMS credits upon sign-up. This lets you test the platform, send real messages, and evaluate deliverability before purchasing additional credits.
What is a segment and how is it counted?
A segment is a 160-character portion of an SMS message. Messages under 160 characters count as 1 segment. Longer messages are split: 161-320 characters = 2 segments, 321-480 characters = 3 segments, and so on. The character counter in the message composer shows the exact segment count before you send.
Do unused credits roll over?
Yes. Purchased credits never expire and roll over month to month. Your credits remain in your account until they are used.
Can I port my existing phone number?
Yes, number porting is supported. Contact our support team at support@readysms.io to initiate a port request. The process typically takes 2-4 weeks depending on your current carrier.
Is ReadySMS TCPA compliant?
ReadySMS provides the tools you need for TCPA compliance: automated opt-in/opt-out handling, consent tracking, quiet hours, and DNC list checking. However, compliance is ultimately your responsibility. Ensure you have proper consent before messaging contacts.
How do I cancel my account?
You can cancel at any time from Settings → Account. Remaining credits are non-refundable but will remain available if you reactivate. Monthly fees (brand and campaign registration) stop billing at the end of your current billing period.