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Beginner path: setup to a first reviewed campaign
New to dispensary Texting? Follow these five guides in order, keeping a short record of what is ready and what needs review. Supported existing-POS Texting does not require a Blackleaf POS switch.
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Gather your setup inputs
Use the readiness checker to name an owner and record business details, the actual use case, budget and any connection or provider-switch questions.
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Confirm the provider and sender requirements
Confirm support for your business, messages and destination. Review the applicable sender process, including 10DLC for relevant U.S. local-number traffic. Submitted is different from approved.
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Reconcile permission and exclusions
Review the actual permission evidence, current withdrawals and suppression. Hold missing or conflicting records; a phone number or purchase alone is not permission.
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Prepare one campaign brief
Choose one purpose and eligible audience. Record the offer, exclusions, message and destination, timing, budget, review owner and measurement plan.
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Review the evidence before deciding to send
Check prerequisites and separately authorized test evidence with the diagnostic tree. Review links, replies and stop conditions with your brief. Unknown status stays unresolved; a test receipt does not prove reading or sales.
A completed reading path is preparation for a human campaign review. Resolve actual approval, permission and operational gaps before any separately authorized test or launch.
Discuss your Texting setup
