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Core Concepts

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

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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 (Owner, Member, Viewer)
  • Maintains separate API keys and billing
  • Can configure account-wide settings like message prepend/append text
  • Free tier: 500 messages/month with no payment method required

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Sending Lists

A Sending List represents a phone number configuration for sending messages. Each list includes:
  • A phone number (your “from” number)
  • Managed sending, or BYOC (Bring Your Own Carrier) credentials for your existing provider (Twilio, Infobip, CM, Lime)
  • 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.

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Contacts

Trackly SMS has a two-tier contact model: 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)

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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.

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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)

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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.

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Welcome Journeys

A Welcome Journey is an automated sequence triggered when contacts join your lists. Journeys consist of steps:

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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

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Data Flow

Here’s how data flows through the platform:

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Team Roles

Trackly SMS supports three roles with different permission levels:
Multiple owners are allowed per account. Every account must have at least one owner.

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Next Steps

5-Minute Quickstart

Send your first message

Data Model Deep Dive

Understand entity relationships