SMS Provider Setup
Store approved SMS provider credentials and prepare the workspace for SMS delivery.
On this page
Overview
SMS provider setup helps SendFlow teams keep approved credentials, routing choices, and repeatable SMS readiness organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Store only approved provider credentials.
- Keep test behavior separate from live sending behavior.
- Document which workspace uses which provider route.
- Review provider responses after test sends.
Recommended workflow
Use a simple operating flow whenever your team is working on sms provider setup.
This keeps planning, review, and execution aligned before anything goes live.
- 1Apply for or select the SMS service for the workspace.
- 2Store the approved provider credentials in SendFlow.
- 3Send a test SMS if the workspace supports it.
- 4Confirm that the route behaves as expected.
- 5Use the provider route inside a draft SMS campaign.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- Credentials are approved and current.
- The provider route is assigned intentionally.
- Test sends succeed before live use.
- The team knows how failures will be reviewed.
Provider setup is part of campaign readiness
SMS campaigns should not be considered launch-ready until the provider credentials, test results, and workspace ownership are all clear.