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Your text number (SMS setup) ​

Before you can text or call customers from Campaign Studio or Messages, your store needs its own text number, verified with the phone carriers. The store owner sets it up once, under Setup → SMS: pick a number, submit your business details for verification, then send yourself a test when it's approved.

Before you start ​

  • Only the store owner can set up the number. Admins can open Setup → SMS to see its status.
  • Texting and calling need a Messaging plan: Starter ($49.99/month), Growth ($99.99/month), or Pro ($249.99/month). Each plan includes one texting number. Choose one under Setup → Billing. See Messaging plans.
  • Set it up on the web at app.retaileros.ai. SMS settings aren't available in the iOS app.

Get your number ​

  1. Go to Setup → SMS and click Get started.
  2. Under Number type, choose Toll-free.
  3. Click Search numbers.
  4. Click Get this number next to the one you want. It becomes your store's number.

WARNING

Choose Toll-free. You can also pick a Local number, but local numbers can't be verified yet, so they can't send texts. Each store gets one number, and you can't swap it yourself. If you've already picked a local number, contact support.

Verify your business ​

Carriers need to know who's sending texts. After you get your number:

  1. Click Start verification.
  2. Fill in the form:
    • Business name and Website (the full address, starting with https://)
    • Your Street address, City, State, ZIP, and Country (ISO-2), such as US
    • Expected volume / month
    • Use case and How customers opt in
    • What you'll use SMS for, in a sentence or two
    • A Sample message
    • A contact's first and last name, email, and phone
  3. Click Submit for verification.

Verification usually takes a few days. While it's under review, click Check status to refresh. Once it's approved, you'll see Verified and ready to send and the status changes to Active.

If verification is rejected, the reason is shown. Fix the details and click Resubmit for verification.

TIP

Write a realistic sample message that ends with an opt-out line. For example: Hi Sam, your order #1042 is ready for pickup at Northwind Retail. Reply STOP to opt out.

Send a test ​

When your number is Active, enter your own mobile number under Send a test to and click Send test.

Status at a glance ​

StatusWhat it means
Not enabledYou haven't started yet.
Setting upYou clicked Get started but haven't picked a number.
VerifyingYou have a number, and verification is waiting to be submitted or under review.
ActiveVerified. You can text and call customers.

Common questions ​

Q. Why does the page say "SMS is coming soon"? A. Texting isn't switched on for your account yet. Contact support.

Q. Can I use my store's existing phone number? A. No. You choose a new number from the search results.

Q. What does texting cost? A. Your Messaging plan includes a monthly allowance of texts, emails, and calling minutes. Usage beyond it is added to your next invoice. See Messaging plans.

Q. Can I send WhatsApp messages? A. Not yet. WhatsApp isn't available.