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Core Concepts

Trackly SMS is organized around several key entities that work together to power your SMS marketing.

Accounts

An Account is your organization’s workspace in Trackly SMS. Each account:
  • Contains all your data (lists, contacts, campaigns, offers)
  • Has its own team members with role-based access
  • Maintains separate API keys and billing
  • Can configure account-wide settings like message prepend/append text

Sending Lists

A Sending List represents a phone number configuration for sending messages. Each list includes:
  • A phone number (your “from” number)
  • SMS provider configuration (Infobip, Twilio, CM, etc.)
  • A brand name for identification
  • Provider-specific credentials and settings
You can have multiple sending lists per account, allowing you to send from different numbers for different brands or use cases.

Contacts

Trackly SMS has a two-tier contact model:
EntityScopePurpose
ContactGlobalThe phone number itself with carrier info
ListContactPer-listSubscription state and activity for a specific list
A single phone number can be subscribed to multiple lists across different accounts. Each subscription tracks:
  • Subscription status (active/unsubscribed)
  • Signup method and date
  • Custom fields you define
  • Activity stats (sends, clicks, revenue)

Audiences

An Audience is a segment of contacts defined by filter conditions. Build segments using:

Time-Based

Last sent, last clicked, signup date

Count-Based

Send count, click count

Custom Fields

Any field you’ve defined on contacts

Revenue

Has converted, total revenue, average revenue
Audiences support complex AND/OR logic with nested groups for sophisticated targeting.

Creatives

A Creative is a reusable message template. Each creative contains:
  • Message body with dynamic link placeholders ({{link1}}, {{link2}})
  • Offer bindings for each link
  • SMS segment count calculation
  • Status (active, paused, archived)
  • Performance metrics (sends, clicks, revenue)

Schedules

A Schedule is a campaign configuration. Trackly supports two send modes:
Full editorial control:
  • Create multiple message variants
  • Set audience percentage splits per variant
  • Choose specific offers for each variant
  • Include MMS images
Schedules support one-time sends or recurring patterns with day-of-week selection.

Welcome Journeys

A Welcome Journey is an automated sequence triggered when contacts join your lists. Journeys consist of steps:
Step TypePurpose
Send MessageDeliver a specific creative
WaitPause for a duration (minutes, hours, days)
ConditionBranch based on click behavior or custom fields
ExitEnd the journey for this contact

Offers

An Offer represents an affiliate offer from your network. Offers include:
  • External platform sync (TUNE, Everflow, or manual)
  • Tracking URLs
  • Payout information (CPA, CPC)
  • Performance statistics

Data Flow

Here’s how data flows through the platform:

Team Roles

Trackly SMS supports three roles with different permission levels:
RoleAPI KeysTeam ManagementSendingView Reports
OwnerCreate/View/DeleteAdd/Remove/Change rolesYesYes
MemberNoView onlyYesYes
ViewerNoView onlyNoYes
Multiple owners are allowed per account. Every account must have at least one owner.

Architecture Overview

Trackly SMS consists of several services:
React-based web application for campaign management, reporting, and account settings. All user interactions happen here.
Flask REST API powering the dashboard and providing programmatic access via API keys.
Public-facing API for sending messages and managing contacts programmatically.
High-throughput polling worker that processes the message queue and sends via your configured SMS providers.
Background job processor for tasks like ML model training, LTV calculations, and data syncing.

Next Steps