Blackleaf Help Center
Platform and texting FAQ
Direct answers about Blackleaf, customer messaging, contacts, campaigns, delivery, compliance, billing, and troubleshooting.
Compliance information is general guidance, not legal advice. Requirements vary by jurisdiction, sender, content, and use case.
overview
Platform overview
What Blackleaf is and where to get account-specific help.
What is Blackleaf?
Short answer: Blackleaf is a customer messaging platform for regulated retailers. It combines SMS/MMS campaigns, automations, two-way messaging, audience management, landing pages, reporting, and content tools.
Who is Blackleaf for?
Short answer: Blackleaf is designed primarily for dispensaries and other regulated retailers that need consent-based customer messaging at scale.
Where does Blackleaf support messaging?
Short answer: Blackleaf supports messaging programs in the United States and Canada. Sender types, registration, content rules, and carrier behavior depend on destination and account configuration.
Ask Support before planning traffic outside your account’s approved destinations.
What can I do in Blackleaf?
Short answer: Core tools include contacts and lists, one-time and automated campaigns, SMS/MMS, landing pages, a shared inbox, reporting, AI-assisted images, integrations, billing, numbers, and account settings.
Does Blackleaf provide legal advice?
Short answer: No. Blackleaf provides platform controls and general guidance, but your organization is responsible for legal advice and lawful operation.
Laws, carrier rules, consent requirements, and regulated-product restrictions can differ by jurisdiction and use case.
Where can I check for a platform incident?
Short answer: Use Blackleaf System Status. If no incident is shown and the problem is account-specific, contact Support.
getting-started
Getting started
What is needed before a first send.
What do I need before my first campaign?
Short answer: You need an active account, an approved sender, a lawfully consented audience, a recipient list, compliant content, and enough balance or billing capacity.
Regulated programs may also require an approved age-gate domain and landing-page workflow. Send a test before launch.
Why is my account or campaign under review?
Short answer: Unverified or newly configured programs may be reviewed before sending. Review can cover business identity, registration, consent flow, sender setup, and content.
A review is not a delivery guarantee; carriers make independent filtering and delivery decisions.
How do I get help?
Short answer: Open Support in the platform or use the public Support page. Include the campaign, approximate time, example recipient, and visible status-but never a password or API key.
Can multiple team members use Blackleaf?
Short answer: Yes. Account administrators can manage users. Limit access to people who need it and give each person their own credentials.
Should I send a test before launching?
Short answer: Yes. A test helps confirm the rendered body, variables, image, link, sender, and handset experience. A successful test does not guarantee delivery to every recipient.
contacts
Contacts and lists
Imports, duplicates, subscription state, lists, and data quality.
What is a contact?
Short answer: A contact is a customer record that can contain a phone number, name, email, customer ID, subscription state, activity, loyalty, and transaction fields. Available data depends on its source.
What is a customer list?
Short answer: A list is a selectable audience definition. A contact may qualify for multiple lists, but should not receive duplicate copies merely because those lists overlap.
If I upload duplicate contacts, does Blackleaf handle them?
Short answer: Yes. Imports match a usable phone first; without one they can match email, and a customer ID can also match. A match updates the record instead of intentionally creating another contact.
Inconsistent or missing identifiers can still create separate records. Duplicate cleanup preserves an opt-out when any merged duplicate is opted out.
If someone unsubscribes and I upload them again, will it resubscribe them?
Short answer: Not when the upload action is “None.” Imports can explicitly set contacts to “Subscribed” or “Unsubscribed,” so never choose “Set as Subscribed” without valid, documented authority to restore consent.
A routine data refresh is not consent. Leave the action as “None” or “Unsubscribed” unless the person completed a valid re-opt-in.
How is an imported row matched?
Short answer: Blackleaf uses a valid cleaned phone when available, otherwise a valid email, and can also match a mapped customer ID. Matching depends on correctly mapped identifiers.
What happens to invalid phone numbers?
Short answer: Blackleaf cleans common formatting and marks numbers that fail basic validation as invalid. They cannot receive a text.
Format validation does not prove a number is mobile, active, owned by the intended person, or reachable.
Does importing a phone number prove consent?
Short answer: No. A phone number in a CSV, POS, order, or customer record is not by itself proof of SMS consent.
Keep records of how, when, and for which program the person opted in.
What does import action “None” do?
Short answer: It imports or updates mapped customer data without intentionally changing subscription state. Use it for ordinary data refreshes.
What do “Set as Subscribed” and “Set as Unsubscribed” do?
Short answer: They explicitly change subscription state for imported or matched rows. “Subscribed” requires valid consent; “Unsubscribed” places the contact in the opted-out state.
Why is a list count different from the recipient count?
Short answer: Lists can contain opted-out, invalid, duplicated, recently messaged, or otherwise ineligible contacts. The campaign estimate reflects applicable filtering.
Can I export contacts?
Short answer: Yes. Contacts supports exports including all, active/subscribed, and unsubscribed records. Treat every export as sensitive customer data.
Is deleting a contact the same as unsubscribing?
Short answer: No. Unsubscribing records a do-not-message state. Deleting is data management and must not erase or bypass an opt-out.
For a privacy deletion that must preserve suppression, ask Support for the correct process.
consent
Consent, opt-outs, and compliance
General responsibilities; this is not legal advice.
Who can I text?
Short answer: Text only people for whom you have the consent required for the sender, message type, jurisdiction, and campaign. A purchased list, uploaded number, or transaction is not automatically enough.
Consent disclosures should identify the program and explain expected messages, opt-out instructions, and required terms.
What happens when someone replies STOP?
Short answer: The number is recorded as opted out and should be suppressed from future messages for the applicable program. Do not bypass this with an upload, list, or new campaign.
Other words or reasonable requests can also revoke consent. Escalate ambiguous requests rather than ignoring them.
Can I text someone after they opt out?
Short answer: Do not send further marketing messages unless they later complete a valid re-opt-in. Any permitted confirmation must be limited to confirming the opt-out and contain no marketing.
How can someone resubscribe?
Short answer: They must take a new valid opt-in action for the program. Do not treat an import, purchase, login, or staff edit as re-consent unless it is backed by the required consent record.
Use the approved opt-in flow or ask Support before restoring a previously opted-out contact.
Do messages need opt-out language?
Short answer: Marketing programs should provide clear opt-out instructions at the frequency and in the form required by the program, carrier rules, and applicable law.
What should I keep as proof of consent?
Short answer: Keep the phone number, date/time, exact disclosure, action, source, program or brand, and later opt-out or re-opt-in events. Set retention requirements with counsel.
Does using Blackleaf make every campaign compliant?
Short answer: No. The sender remains responsible for consent, content, timing, disclosures, regulated-product rules, and applicable law.
What are quiet hours?
Short answer: Quiet hours are times when marketing texts should not be sent under applicable rules or policy. Requirements vary by location and can change.
Review recipient time zones. A reminder or scheduler does not replace legal review.
campaigns
Campaigns
Creating, testing, scheduling, pausing, and interpreting campaigns.
What is a campaign?
Short answer: A campaign defines an audience, message, sender, destination, timing, and reporting context for a group of messages.
What does a campaign need before it can run?
Short answer: A sendable campaign needs a valid recipient list plus the required sender, content, destination, and scheduling data for its type. The composer identifies missing or invalid fields.
What is a one-time campaign?
Short answer: It sends the configured message to the eligible audience once, immediately or at the scheduled time.
What is an automated campaign?
Short answer: It sends when configured customer or system events meet its rules, rather than launching one fixed audience once.
How do recent-message exclusions work?
Short answer: The composer can exclude contacts messaged today or in the last 48 hours, 72 hours, or 7 days. The selected exclusion is applied while building the audience.
What happens when I pause or stop a campaign?
Short answer: Blackleaf stops eligible queued work and changes campaign status. Messages already handed to a carrier, in transit, or delivered cannot be recalled.
After pausing, check status and counts before deciding whether to resume or send a follow-up.
Can I edit a campaign after it starts?
Short answer: Some data can remain editable, but changes cannot rewrite messages already submitted to carriers. Pause when appropriate, verify what remains, and test revisions.
What does “Send a test” do?
Short answer: It sends the current rendered message to the test recipient and reports server delivery data such as status, sender, recipient, body, image, link, and cost when available. It does not launch the campaign.
What is the content check?
Short answer: It validates content against Blackleaf’s current checks. A pass does not guarantee carrier acceptance, delivery, or legal compliance.
Why did my recipient estimate change?
Short answer: Counts change when lists, exclusions, subscription state, phone validity, duplicate resolution, or source customer data changes.
What do campaign statuses mean?
Short answer: Draft is not launched; scheduled waits for send time; sending is processing; paused halts eligible queued work; completed finished processing; stopped was ended. Individual messages can have different outcomes.
messaging
SMS, MMS, and delivery
Formats, segments, personalization, statuses, and failures.
What is SMS?
Short answer: SMS is text-only carrier messaging. Long content and some characters can split one visible text into multiple billable segments.
What is MMS?
Short answer: MMS can include an image with text. Device, carrier, destination, media, and sender support can affect delivery.
How are SMS segments counted?
Short answer: GSM-7 SMS fits up to 160 characters in one segment and generally 153 per joined segment. UCS-2 content fits 70 in one and generally 67 per joined segment.
The composer shows the current estimate. Sender type and carrier behavior can create exceptions.
Why did emoji or special punctuation increase the count?
Short answer: One non-GSM character can change the entire SMS to UCS-2, which has less capacity. Emoji, smart quotes, long dashes, and accented characters are common causes.
Do variables affect message length?
Short answer: Yes. Substituted values can produce a different final length and segment count for each recipient. Leave room for realistic values and test.
Which text variables are available?
Short answer: The composer can insert first name, last name, points, lifetime points, loyalty level, date of birth, weekday, and day of month. A value requires usable contact data.
Why do my messages fail?
Short answer: Common causes include an invalid or unreachable number, unsupported destination, opt-out, missing registration, carrier filtering, blocked content or links, sender setup, media failure, balance, or network/provider error.
Open the message result for its server/carrier status. Check patterns and System Status, then contact Support with the campaign and one example recipient.
Does Delivered mean the person read it?
Short answer: No. Delivered means the downstream network reported delivery. SMS/MMS generally does not provide a reliable read receipt.
What do sent, in transit, delivered, failed, and undelivered mean?
Short answer: Sent was accepted for downstream processing; in transit awaits a final result; delivered received a positive receipt; failed or undelivered did not complete delivery. Exact detail comes from the returned status.
Can Blackleaf guarantee delivery?
Short answer: No. Blackleaf validates and submits eligible messages, but carriers and devices make downstream decisions. Good consent, registration, content, and data improve outcomes without guaranteeing them.
Can links be clickable and tracked?
Short answer: Yes. Supported links can be shortened or tracked and report clicks. A click is link activity, not proof of a purchase.
10dlc
10DLC and sender registration
Registered identity and use cases for U.S. business texting.
What is 10DLC?
Short answer: 10DLC is the U.S. application-to-person channel using 10-digit long-code numbers. It registers the business identity (“brand”) and messaging use case (“campaign”).
Why do I need 10DLC?
Short answer: Carriers require U.S. business traffic over local 10-digit numbers to have a registered sender and use case. Registration makes the sender and purpose traceable.
Registration is not consent and does not guarantee delivery.
What is a 10DLC brand?
Short answer: The brand is the verified legal entity responsible for the program. Submitted identity data must match authoritative business records.
What is a 10DLC campaign registration?
Short answer: It is the registered use case associated with a brand, including message purpose, opt-in/out flow, samples, and program details.
Why was my 10DLC registration rejected?
Short answer: Common reasons include mismatched legal data, unverifiable web presence, unclear opt-in language, missing policies, inconsistent samples, or a use case mismatch.
Use the supplied rejection detail and correct source data rather than guessing.
How long does 10DLC registration take?
Short answer: Timing varies with verification, review, and corrections. Use the status in Blackleaf or ask Support for the current account-specific state.
Does 10DLC registration mean I have consent?
Short answer: No. Registration identifies the sender and use case. Every recipient still needs the required consent, and opt-outs must be honored.
age-gates
Identity gates and regulated content
Why Blackleaf confirms the intended recipient before showing regulated campaign content.
Why do I have to use an age gate?
Short answer: For regulated campaigns, Blackleaf uses the gate to confirm that the visitor is the person the message was intended for before revealing the campaign destination.
The sender is expected to know that the recipient is eligible before sending. The gate supports the regulated carrier workflow by matching the visitor to information already associated with the intended recipient; it is not a new age determination and does not replace consent, sender registration, or legal review.
Does an age gate prove legal age?
Short answer: No. Blackleaf’s gate is an identity check, not an age determination. It asks the visitor to recognize the birthday associated with the intended recipient record before opening the message.
Why does the identity gate ask for a birthday?
Short answer: Birthday is a practical detail the intended recipient previously supplied and can recognize, so it can help match the visitor to the customer record without asking them to enter additional information.
The business must establish eligibility before sending. Recognizing a birthday at the gate does not create consent, prove ownership of a phone, or replace any required eligibility process.
Is passing an age gate the same as opting in?
Short answer: No. Identity confirmation and SMS consent are separate. Passing the gate does not subscribe someone to messages.
Which domain does the age gate use?
Short answer: The campaign uses the age-gate link domain selected in the landing-page toolbar. Available domains depend on account configuration.
Can I bypass the age gate?
Short answer: Do not bypass the approved identity-gated workflow for content that requires it. If you believe a campaign does not need the gate, ask Support before sending.
Why is my age-gate link not working?
Short answer: Check the selected domain, destination mode, landing or redirect content, button URL, and save state. Send a test, then check System Status or Support.
landing-pages
Landing pages and links
Hosted content, redirects, calls to action, and tracking.
What is the difference between Landing Page and Redirect?
Short answer: Landing Page shows the campaign’s hosted image and/or HTML after the age gate. Redirect sends the visitor to the configured destination URL after the gate.
What can a landing page contain?
Short answer: It can contain a landing image, custom HTML, and a call-to-action button with a label and URL. Keep content mobile-friendly and compliant.
Can a landing page use only an image?
Short answer: Yes. A landing image can be used without custom HTML. Add a button when the visitor needs a clear next action.
What is the landing-page button URL?
Short answer: It is the destination opened by the call-to-action button. Test the full URL on a phone and make the label accurately describe the action.
How are landing views and clicks counted?
Short answer: A view is recorded when tracked content loads; a click is recorded for supported tracked actions. Repeat visits, privacy tools, blocked scripts, and sharing can affect counts.
Does previewing a landing page save or publish it?
Short answer: No. Preview shows current content, including draft content where supported. The campaign still needs the normal save and launch actions.
automations
Automations
Event-driven messages, delays, eligibility, and testing.
What is a messaging automation?
Short answer: An automation sends when a qualifying event or customer condition occurs. Examples include lifecycle, loyalty, birthday, order, win-back, and review workflows.
Can an automation send to an opted-out contact?
Short answer: It should not. Opt-out and eligibility checks still apply. An operational trigger is not permission to send marketing content.
What is an automation wait time?
Short answer: It is the delay between a qualifying event and the attempted send. Consider data arrival, timing, time zones, and quiet hours.
How should I test an automation?
Short answer: Use a controlled contact and event. Verify trigger, delay, variables, sender, links, opt-out behavior, and delivery before broad activation.
Why did an automation not send?
Short answer: The event may not match, a delay may be active, the contact may be ineligible, data may be missing, the automation may be disabled, or validation/delivery may have failed.
inbox
Inbox and two-way messaging
Customer replies, team conversations, and opt-outs.
What is the Blackleaf Inbox?
Short answer: The Inbox is the shared workspace for inbound and outbound customer conversations on connected messaging numbers.
Do campaign replies appear in the Inbox?
Short answer: Replies to supported connected numbers can appear in the shared Inbox so authorized team members can respond.
Can I manually reply after a customer says STOP?
Short answer: Do not send marketing or conversational replies that bypass an opt-out. Use the system handling and escalate a genuinely necessary support response when unclear.
Why is an inbound reply delayed or missing?
Short answer: Carrier processing, number configuration, provider delays, unsupported sender types, filtering, or an incident can delay it. Check status, then Support.
ai-images
AI Images
Projects, brands, references, outputs, and human review.
What is an AI Image project?
Short answer: It groups generation history, settings, selected brand, references, and outputs for a creative workflow.
Can one AI Image project be used by multiple campaigns?
Short answer: Yes. Reusing a project also reuses its context, so verify its selected brand and references before generating.
What does Brand control?
Short answer: Brand selects the identity and saved assets the project should use. Confirm it when an account serves multiple locations or brands.
What image types can AI Images create?
Short answer: The workflow can create assets such as MMS, sales-flyer or landing images, and supported social formats. Options depend on current configuration.
How do I use a generated image in a campaign?
Short answer: Use the add/use control. An MMS result can become the campaign MMS image; a landing or sales-flyer result can become the landing image.
Does an AI image guarantee accurate or compliant content?
Short answer: No. Review spelling, dates, prices, products, logos, rights, regulated content, disclaimers, and mobile rendering before use.
Automated validation can catch some issues but does not replace human approval.
integrations
Integrations and API
POS data, synchronization, matching, and API access.
What can an integration sync?
Short answer: Depending on the connector, Blackleaf can receive customer, transaction, loyalty, order, product, and event data. Fields and timing vary by integration.
Is POS data synchronized in real time?
Short answer: Not always. Timing depends on the connector, source, data type, and processing state. Use the integration’s documented cadence for time-sensitive rules.
Can an integration create duplicate contacts?
Short answer: Blackleaf matches available identifiers, but missing, changed, shared, or inconsistent identifiers can produce separate records. Names alone are not unique.
Does being a POS customer mean someone consented to texts?
Short answer: No. Customer/transaction data and SMS consent are separate.
Where are the API docs?
Short answer: Use the public Blackleaf API documentation. Keep credentials secret and never put a key in browser code, a public repository, or an FAQ.
billing
Billing and cost
Subscriptions, usage, estimates, segments, and current pricing.
Where can I see current pricing?
Short answer: Use Blackleaf Pricing for current plans, rates, fees, features, and billing options. This FAQ does not freeze changing prices.
What is subscription versus usage?
Short answer: The subscription covers plan access. SMS/MMS usage is based on messages or segments under published plan rates; other current fees appear on Pricing.
Why do estimated and actual costs differ?
Short answer: Estimate uses the current audience, type, segments, and rate. Actual cost reflects final recipients, rendered segments, message type, and processing.
Why can one text use multiple SMS segments?
Short answer: A long body or UCS-2 character can split one visible text into multiple billable segments per recipient.
Are carrier fees included?
Short answer: The current Pricing page states carrier fees are included in published SMS/MMS rates. Check that page for current terms.
Is 10DLC registration part of message usage?
Short answer: No. It is a separate sender-program setup item. Current registration and compliance fees are on Pricing.
Am I charged for a failed message?
Short answer: It depends on when and why it failed and what downstream processing occurred. Use actual campaign cost and billing records; ask Support if unclear.
reporting
Reporting and attribution
Counts, receipts, clicks, views, transactions, and limits.
Which campaign metrics are available?
Short answer: Campaign details can show recipients, cost, sent, in transit, delivered, failed, clicks, and views. Performance can include transactions, revenue, purchasing recipients, and opt-outs when data is available.
Why do status counts change after sending?
Short answer: Delivery receipts arrive asynchronously. Messages can move from sent or in transit to delivered, failed, or undelivered later.
Why do delivery counts not add up yet?
Short answer: Some messages may remain queued/in transit or await receipts. Recheck after processing and inspect remaining pending items.
What counts as a click?
Short answer: A click is a request through a supported tracked link. It is not necessarily a unique person, store visit, or purchase.
What counts as a view?
Short answer: A view is a tracked load of supported content. Privacy controls, repeats, sharing, and blocked tracking can affect it.
How is revenue attributed?
Short answer: Eligible transaction data is associated with campaign recipients under configured reporting logic. It is an analytical association, not proof the message alone caused a purchase.
Why is purchase or revenue data missing?
Short answer: POS/customer data may be delayed, unmatched, unavailable, or outside reporting logic. Confirm integration health and identifiers before treating blank as zero.
security
Privacy and security
Safe account use, exports, credentials, and incidents.
What customer data should I upload?
Short answer: Only data your organization is authorized to use and Blackleaf needs for the workflow. Avoid unnecessary sensitive information.
How should I handle exports?
Short answer: Treat them as sensitive customer data. Use approved storage, limit access, transmit securely, and delete local copies under your retention policy.
Can I share my password or API key with Support?
Short answer: No. Never send passwords, full API keys, session tokens, or payment details in support or chat. Support does not need your password.
What if a credential was exposed?
Short answer: Revoke or rotate it immediately, limit affected access, and contact Support with non-secret incident details.
Where are the privacy and service terms?
Short answer: Use the current Privacy Policy and Terms. Send account-specific privacy requests through Support.
troubleshooting
Troubleshooting
Fast checks for common audience, sending, image, link, and reporting problems.
Why does my campaign show zero recipients?
Short answer: No list may be selected, or all contacts may be invalid, opted out, duplicated, recently messaged, or excluded. Review audience and exclusion counts.
Why did the content check fail?
Short answer: The body, link, image, destination, or regulated content may violate a current check or be incomplete. Use the returned reason, correct it, and validate again.
Why did my test not arrive?
Short answer: Confirm the test number, sender, content, image, balance, and returned test status. The device may be unreachable or the carrier may filter or delay it.
Check System Status and contact Support with the time and destination if no actionable result appears.
Why is my MMS image missing?
Short answer: It may be unavailable, unsupported, too large for the route, incorrectly formatted, blocked in validation, or still processing. Reopen it, validate, and test.
Why does my landing page look wrong on a phone?
Short answer: Custom HTML, fixed widths, large assets, external styles, or browser differences can change rendering. Use responsive content and test the actual age-gate link.
Why are messages stuck in transit?
Short answer: Final carrier receipts may be pending or processing delayed. Check status, wait for receipts, and contact Support if it remains unusually long.
What should I give Support?
Short answer: Provide organization, affected campaign/feature, time and time zone, reproduction steps, visible error/status, and one example destination when useful. Remove unrelated customer data and all secrets.