Purchase and connect a phone number inside Funnel Breezy

If you want to be able to send SMS message reminders and correspond with your clients using SMS - you will need to purchase and connect a phone number with your account.

Luckily this is all done with Funnel Breezy - but there are a few steps before you can start using SMS.

*There has been an update since creating this video - if you cannot see the Toll-Free Registration link on your end, you can fill in this form and we'll submit it on your behalf!

https://forms.gle/AhQvQCWLC4ni1RyH9

How to Add a Phone Number to Funnel Breezy: A Step-by-Step Guide

Important Note: As of July 5th, 2023, US businesses need to register with the "Trust Center" for SMS messaging. This guide covers both options and the Trust Center registration process.

Choosing a Phone Number:

• Local Number:

  • Faster setup (no registration needed).

  • May be less professional-looking.

  • Choose your country and area code (if desired).

  • Search for available numbers and pick one.

  • Monthly fee applies.

• Toll-Free Number:

  • More professional appearance.

  • Requires registration with Funnel Breezy (4-6 week approval process).

  • Choose a toll-free number from the available options.

  • Monthly fee applies.

Steps for Local Number:

1. Go to Settings > Phone Numbers.

2. Choose "Add Number".

3. Select your country and (optional) area code.

4. Search for available numbers.

5. Pick a number and hit "Save".

6. Your credit card will be charged automatically.

Steps for Toll-Free Number (with Trust Center Registration):

1. Go to Settings > Phone Numbers.

2. Choose "Add Number".

3. Select "Toll Free".

4. Pick a number and hit "Save".

5. Fill out the Trust Center Registration form:

   • Name

   • Website Address

   • Business Country

   • Contact Information

   • Estimated Message Volume (per month)

   • Use Case Category ("Low Volume Mixed" is recommended)

   • Use Case Description (briefly explain your SMS usage)

   • Production Message Content (your actual SMS message with an unsubscribe option)

   • Opt-in Description (how users agree to receive SMS messages)

   • Optional: Upload a screenshot showing your opt-in process.

6. Submit for review (approval takes 1.5-2 weeks).

7. You'll receive an email notification about the review process.

   • Final approval takes about 3-4 weeks.

   • They may contact you for clarification if needed.

Using Your Phone Number:

• Once approved (or immediately for local numbers), you can start sending SMS messages.

• You can also have text message conversations with your clients through Funnel Breezy.

Please also watch this video that will help you understand your credits and balance when it comes to email sending and SMS messages.

How to Check Your Available Credits: A Step-by-Step Guide

1. Accessing Your Settings:

• Open the platform and navigate to the "Settings" section. The specific location of this section might vary depending on the platform you use.

2. Finding Your Company Billing:

• Within the "Settings" menu, locate the option labeled "Company Bill" or something similar that relates to billing information.

3. Viewing Your Available Credits:

• Once you access "Company Bill," you should see your current credit balance displayed. This number represents the total credits you have available for sending text messages and emails.

Additional Notes:

• The video mentions a typical monthly credit refill amount (e.g., $10). Your specific plan might offer a different amount.

• Using a toll-free number for sending text messages can be more cost-effective compared to local numbers, depending on your target recipients' location.

Important:

• The video mentions the platform keeps track of unused credits and adds them to your balance each month. This means your credit balance can grow over time if you don't use them all.

• The number of text messages you can send with your credit depends on factors like the length of your messages and whether you use a toll-free number.

Further Exploration:

The video mentions a limit of 10,000 email sends or 1,000 SMS message sends. If you'd like to learn more about these limitations and how they might apply to your plan, consult your platform's documentation or contact their support team.