Quickstart

This guide gets you from zero to sending your first SMS. Choose the path that matches your situation:

I have my own number
I need a number

If you already have a phone number and credentials from an SMS provider (Infobip, Twilio, CM, etc.), you can start sending in minutes.

Prerequisites

A Trackly SMS account (sign up here)

A verified phone number from your SMS provider

Your provider API credentials (API key, auth token, etc.)

Step 1: Create a Sending List

A sending list connects a phone number to its SMS provider so Trackly can send through it.

Navigate to Lists

From the sidebar, click Lists

Create a new list

Click New List in the top right

Configure your list

Fill in:

Name: A descriptive name (e.g., “Brand A - Marketing”)
Phone Number: Your number in E.164 format (e.g., +14155551234)
Provider: Select your SMS provider
Provider Credentials: Enter your API key, auth token, or product token depending on the provider

Infobip credentials

Field	Where to find it
API Key	Infobip dashboard > API Keys
Base URL	Your Infobip API endpoint (e.g., `xxxxx.api.infobip.com`)

Twilio credentials

Field	Where to find it
Account SID	Twilio console > Account Info
Auth Token	Twilio console > Account Info

CM credentials

Field	Where to find it
Product Token	CM dashboard > Channels > SMS

Save

Click Create List

Step 2: Add a Test Contact

Navigate to the list

Click into the list you created

Add a contact

Click Add Contact and enter your personal phone number for testing. Make sure the number is in E.164 format (e.g., +14155559999).

Step 3: Create a Creative

Creatives are reusable message templates.

Navigate to Creatives

From the sidebar, click Creatives

Create a new creative

Click New Creative and write your test message:

Hello from Trackly SMS! This is your first test message.

The character count and segment count update as you type.

Save

Click Create Creative

SMS messages are limited to 160 characters per segment (70 if using special characters). Longer messages are split into multiple segments and reassembled on the recipient’s phone.

Step 4: Send Your First Message

Navigate to Schedules

From the sidebar, click Schedules

Create a schedule

Click New Schedule and configure:

Name: “First Test Send”
Sending List: Select your list
Send Mode: Blast
Schedule Type: One-time, Send Now

Add a message variant

Click Add Variant, select your creative, and set the audience percentage to 100%

Select audience

Select All Contacts (your test number)

Send

Click Schedule to queue the message

You should receive your test SMS within seconds.

If you don’t have your own SMS provider account, Trackly can provision a toll-free number for you. This process involves a carrier review to verify your brand and use case.Number provisioning requires a Paid plan ($19.99/month). You can upgrade in Settings > Account Settings after signing up.

Prerequisites

A Trackly SMS account on the Paid plan (sign up here)

A verified email address

A website or landing page for your brand (or plan to set one up)

An opt-in form where contacts consent to receive SMS — carriers require proof of this

Overview

Here’s what the process looks like:

Set up brand landing page (optional but recommended)
    → Submit number request in dashboard
    → Carrier reviews your request (1-5 business days)
    → Number approved and assigned
    → Create sending list, import contacts, send

Step 1: Set Up a Brand Landing Page (Recommended)

Carriers want to see that you have a legitimate opt-in flow. Trackly’s white-label system lets you spin up a branded landing page with a signup form, privacy policy, and SMS terms on your own domain — no coding required.

Choose a domain

Pick a subdomain like alerts.yourbrand.com or sms.yourbrand.com

Add a CNAME record

In your DNS provider, point your subdomain to Trackly’s proxy:

Type	Name	Value
CNAME	`alerts`	`proxy.tracklysms.com`

Submit a setup request

Create a support ticket from your dashboard (Support > New Ticket) with:

Your domain name
Brand name
Vertical (finance, health, ecommerce, etc.)
Brand colors (hex code) and logo (optional)
Legal entity name and contact info

Verify

Once configured, visit your domain in a browser. You’ll see a branded landing page with signup form, privacy policy, terms, and SMS terms — all auto-generated with your brand info.

SSL certificates are provisioned automatically. No manual setup needed.

For full template customization options, see White-Label Reference.If you already have your own website with an opt-in form, you can skip this step — make sure you can screenshot the form for the number request.

Step 2: Submit a Number Request

Navigate to Number Requests

From the sidebar, go to SMS Settings > Numbers. You must be an account Owner to submit requests.

Click 'New Request'

Switch to the New Request tab

Fill in the request form

Provide the details carriers need to approve your number:

Field	What to enter
Brand Name	The brand contacts will see (e.g., “Smart Investors Daily”)
List Name	Your own name for this number (e.g., “Main Marketing”)
Website URL	Your brand website or white-label landing page
Opt-In Form URL	URL where contacts give SMS consent
Business Address	Physical business address
Promotion Summary	Brief description of what you’ll send
Monthly Volume	Estimated messages per month
Example SMS	A sample message recipients would receive
Screenshots	Screenshots of your opt-in form (up to 10, max 5MB each)

Submit

Click Submit Request. Your request enters the review queue.

The opt-in screenshots are critical. Carriers reject requests without clear proof that contacts consent to receive SMS. Your white-label landing page’s signup form works perfectly for this.

Step 3: Wait for Approval

Carrier review typically takes 1-5 business days. You can track the status of your request in the Number Requests page:

Status	Meaning
Pending	Submitted, waiting for review
Under Review	Being evaluated by carrier
Approved	Ready to use
Rejected	See rejection reason and resubmit

You’ll be notified when your request is approved. If rejected, the reason will be shown — address the issue and resubmit.

Step 4: Create Your Sending List

Once your number is approved:

Navigate to Lists

From the sidebar, click Lists

Create a new list

Click New List and enter:

Name: Use the list name from your request
Phone Number: The approved toll-free number (you’ll receive this)
Provider & Credentials: These are configured for you during approval

Save

Click Create List

Step 5: Import Contacts and Send

With your list ready, you can import contacts and send your first message. Follow the same flow as the “I have my own number” path:

Add contacts to your list (Importing Guide)
Create a creative with your message text (sidebar > Creatives > New Creative)
Create a schedule to send (sidebar > Schedules > New Schedule)

See the Send Your First SMS quickstart for a detailed API-based walkthrough, or follow the dashboard steps in the other tab above.

Next Steps

Send First SMS

Follow the step-by-step quickstart

Authentication

Set up your API key

Troubleshooting

Message not received

Check that the contact’s phone number is in E.164 format (+1...)
Verify your sending list’s provider credentials are correct
Check the message status in the Schedules view
Ensure the contact is subscribed (status: active)

Provider credentials rejected

Double-check your API key, token, or secret
Ensure your provider account is active and has sending credits
Verify the phone number is registered with your provider

Number request rejected

Read the rejection reason on the Number Requests page
Common issues: missing opt-in proof, unclear use case, no website
Update your landing page and screenshots, then resubmit

Contact shows as unsubscribed

Contacts who reply STOP are automatically unsubscribed
Check the contact’s subscription status in the list view
Re-subscribe the contact if this was a test number

Getting Started

Guides

Account & Team

Integrations

Resources

Prerequisites

Step 1: Create a Sending List

Step 2: Add a Test Contact

Step 3: Create a Creative

Step 4: Send Your First Message

Prerequisites

Overview

Step 1: Set Up a Brand Landing Page (Recommended)

Step 2: Submit a Number Request

Step 3: Wait for Approval

Step 4: Create Your Sending List

Step 5: Import Contacts and Send

Next Steps

Send First SMS

Authentication

Troubleshooting

​Prerequisites

​Step 1: Create a Sending List

​Step 2: Add a Test Contact

​Step 3: Create a Creative

​Step 4: Send Your First Message

​Prerequisites

​Overview

​Step 1: Set Up a Brand Landing Page (Recommended)

​Step 2: Submit a Number Request

​Step 3: Wait for Approval

​Step 4: Create Your Sending List

​Step 5: Import Contacts and Send

​Next Steps

Send First SMS

Authentication

​Troubleshooting

Prerequisites

Step 1: Create a Sending List

Step 2: Add a Test Contact

Step 3: Create a Creative

Step 4: Send Your First Message

Prerequisites

Overview

Step 1: Set Up a Brand Landing Page (Recommended)

Step 2: Submit a Number Request

Step 3: Wait for Approval

Step 4: Create Your Sending List

Step 5: Import Contacts and Send

Next Steps

Troubleshooting