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SMS setup

What you need before sending texts from Metter workflows in the US.

3 min read · Updated Jul 2026

Dashboard → SMS shows whether your workspace is ready to send texts. US carriers require brand and campaign approval, clear opt-out language, and documented consent. Finish those steps (and confirm messaging is connected) before turning on workflows that send SMS.

Checklist

  1. Register your business for US text messaging with your messaging partner.
  2. Get a marketing / newsletter campaign approved for that brand.
  3. Confirm your sample texts name your brand and include STOP and HELP instructions.
  4. Document how contacts opt in to SMS and keep those records.
  5. Have an owner or admin mark each step complete on Dashboard → SMS.

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SMS setup — Metter Help