PointWake CRM Training Video
Send Your First SMS Campaign
Learn the mechanics of SMS workflows, templates, personalization and scheduling.
Send Your First SMS Campaign . 2:42 . Intermediate . Communications and Compliance . Source: Reach Customers with Your First SMS Campaign (LeadConnector)
About this video
Send Your First SMS Campaign is a 2:42 walkthrough in the PointWake CRM training library. Learn the mechanics of SMS workflows, templates, personalization and scheduling. We keep it on its own page so you can watch it start to finish without hunting through a long list of other lessons.
Texting and calling rules change often. This walkthrough covers the setup steps that keep your messages sending and your account in good standing. It is filed under Communications and Compliance at a intermediate level. It helps to have your account basics in place before you follow along. Send messages only to properly opted-in contacts. Business texting may require A2P registration, approved sender information and compliant opt-out handling. Do not include PHI or other regulated data unless the workflow has been specifically approved. Watch it once to see the full path, then open your own PointWake CRM account and repeat the steps on a real record so the setup sticks.
This recording is produced and hosted by LeadConnector, the platform infrastructure behind PointWake CRM. PointWake did not produce the video. We curate the sequence, add the setup context around it and support the work inside your own account. If you would rather not build it yourself, PointWake can configure this part of your account, connect it to the rest of your follow-up and hand it over working. Use the link to request messaging setup below to see how that piece fits the wider system, or head back to the full video library for the next lesson in the track.
What you will learn
- Where send your first sms campaign lives inside PointWake CRM and what it controls
- Learn the mechanics of SMS workflows, templates, personalization and scheduling
- How this step connects to the rest of your lead follow-up so nothing is handled twice
- The caution to keep in mind: Send messages only to properly opted-in contacts. Business texting may require A2P registration, approved sender information and compliant opt-out handling. Do not include PHI or other regulated data unless the workflow has been specifically approved.
- What to check afterwards before you rely on it with real customers