--- title: "Send Your First SMS Campaign | PointWake CRM Training" description: "Watch Send Your First SMS Campaign (2:42). Learn the mechanics of SMS workflows, templates, personalization and scheduling." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "VideoObject", "name": "Send Your First SMS Campaign", "description": "Watch Send Your First SMS Campaign (2:42). Learn the mechanics of SMS workflows, templates, personalization and scheduling.", "thumbnailUrl": "https://i.ytimg.com/vi/sNXJ9Vf0k8o/maxresdefault.jpg", "uploadDate": "2025-01-28T23:57:33Z", "duration": "PT2M42S", "url": "https://pointwake.com/training/videos/send-your-first-sms-campaign", "embedUrl": "https://www.youtube-nocookie.com/embed/sNXJ9Vf0k8o" }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://pointwake.com/" }, { "@type": "ListItem", "position": 2, "name": "Training Center", "item": "https://pointwake.com/training" }, { "@type": "ListItem", "position": 3, "name": "Video Training", "item": "https://pointwake.com/training/videos" }, { "@type": "ListItem", "position": 4, "name": "Send Your First SMS Campaign", "item": "https://pointwake.com/training/videos/send-your-first-sms-campaign" } ] } ] --- [Skip to main content](#main) [![PointWake logo](data:image/webp;base64,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)PointWake ](/) Services Industries [CRM](/crm)[Results](/testimonials)[Pricing](/pricing) Resources [About](/about) [(830) 302-3193](tel:8303023193)[Book a Free 15-Minute Discovery Call](/book)[](tel:8303023193) 1. [Home](/) 2. [Training Center](/training) 3. [Video Training](/training/videos) 4. Send Your First SMS Campaign 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) [Request Messaging Setup](/services/gohighlevel) [Open on YouTube (opens in a new tab) ](https://www.youtube.com/watch?v=sNXJ9Vf0k8o) ## 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 [Back to the full video library](/training/videos)[Explore PointWake CRM](/crm)[Training Center](/training)[Book a Free 15-Minute Discovery Call](/book) ### PointWake PointWake helps small businesses stop losing leads and wasting time by reviewing broken workflows, building the right fix plan, implementing CRM automation and AI where they truly fit, and training teams to use the system correctly. ![HIPAA-enabled environment available](/assets/hipaa-enabled-badge-BwMF6C6Q.png) HIPAA-enabled CRM and communications options available for qualifying healthcare clients. [(830) 302-3193](tel:8303023193) [info@pointwake.com](mailto:info@pointwake.com) Canyon Lake, Texas [LinkedIn](https://www.linkedin.com/company/pointwake/) [Facebook](https://www.facebook.com/PointWake) [Instagram](https://www.instagram.com/pointwaketx/) [TikTok](https://www.tiktok.com/@pointwake) [X (Twitter)](https://x.com/PointWake25) [YouTube](https://www.youtube.com/@PointWake) #### Solutions [Services](/services)[PointWake CRM](/crm)[GoHighLevel](/services/gohighlevel)[AI Automation](/services/ai-automation)[AI Receptionist](/services/ai-voice-agents)[Missed Call Text Back](/services/missed-call-text-back)[Managed Operations](/services/managed-operations)[Custom GoHighLevel Setup](https://login.pointwake.com/widget/form/7elta7pSUccd0YPfkyvQ) #### Marketing [Marketing](/marketing)[SEO](/marketing/seo)[Websites](/marketing/websites)[Google Business Profile](/marketing/google-business-profile)[AI Search Optimization](/marketing/ai-search-optimization)[Ads Management](/marketing/ads)[Local Visibility Stack](/marketing/local-visibility-stack)[Full Marketing Machine](/marketing/full-marketing-machine)[Marketing Automation](/marketing/local-business-marketing-automation) #### Who We Help [Industries](/industries)[Locations](/locations)[Dubai & UAE](/ae/dubai-ai-automation)[Testimonials](/testimonials) #### Resources [Pricing](/pricing)[Workflow Growth Plan](/workflow-growth-plan)[Training Center](/training)[Free Video Training](/training/videos)[Live 1:1 Training](/live-training)[Blog](/blog)[FAQ](/faq) #### Company [About](/about)[Contact](/contact)[Careers](/careers)[Call Us](tel:8303023193)[Email Us](mailto:info@pointwake.com) [Leave Us a Review](https://g.page/r/CbltdSOsWYnEEBM/review) #### Legal [Privacy Policy](/privacy-policy)[Terms](/terms)[Cookie Policy](/cookie-policy)[Privacy Choices](/privacy-choices) #### Compare [All Comparisons](/compare)[vs DIY GoHighLevel](/compare/pointwake-vs-diy-gohighlevel)[vs Hiring an Ops Manager](/compare/pointwake-vs-hiring-an-ops-manager)[vs Marketing Agencies](/compare/pointwake-vs-marketing-agencies-doing-automation)[Audit vs SaaS Discovery Call](/compare/workflow-audit-vs-saas-discovery-call)[vs All-in-One Platforms](/compare/pointwake-vs-all-in-one-resellers)[Build vs Buy Automation](/compare/build-vs-buy-automation)[SaaS vs Custom Automation](/compare/saas-subscriptions-vs-custom-automation-ownership) © 2026 PointWake. All rights reserved.