Lead Sherpa sends your text messages through your own Twilio or Telnyx account. This page lists every guide you need, in order, from setting up your provider to replying to your first leads.
Planning to send text messages? Stay on the Free plan for now
Keep your account on the Free plan until your 10DLC campaign is approved. If you subscribe to a paid plan before that, SMS won’t work yet and the subscription isn’t refunded. The only exception is if you want to use the skip traces included in a paid plan, since skip tracing doesn’t need 10DLC.
1. Get ready
| Guide | What it covers |
| Requirements for using Lead Sherpa | What your business and website need before you register. |
| SMS Compliance Guide - A2P 10DLC | What 10DLC is and what carriers look for. |
2. Set up your SMS provider
Choose one provider: Twilio or Telnyx.
Twilio
| Guide | What it covers |
| SMS Guide: Twilio | Creating your Twilio account and registering for 10DLC. |
| Attaching your 10 DLC Campaign to Numbers in Twilio | Linking your phone numbers to your approved campaign. |
| I already have a Twilio account, how do I integrate with Lead Sherpa? | Using a Twilio account you already have. |
| Twilio: Overview of US A2P 10DLC Messaging | Twilio’s own explanation of 10DLC, timelines and fees. |
| Twilio: Add, remove or modify users | Giving team members access to your Twilio account. |
| Twilio SMS pricing | What Twilio charges per message. |
Telnyx
| Guide | What it covers |
| SMS Guide: Telnyx | Creating your Telnyx account and registering for 10DLC. |
| Adding a new user to Telnyx | Giving team members access to your Telnyx account. |
| Telnyx: Register for 10DLC messaging | Telnyx’s own 10DLC registration guide. |
| Telnyx: Setting up a messaging profile | Creating the messaging profile your numbers use. |
| Telnyx messaging pricing | What Telnyx charges per message. |
3. Connect to Lead Sherpa
| Guide | What it covers |
| SMS Guide: Integrating Twilio or Telnyx with Lead Sherpa | Linking your provider account to Lead Sherpa. |
4. Start texting
| Guide | What it covers |
| How to Create New Outgoing Templates | Writing the messages you send. |
| SMS Guide: Template - Best Practices | How to write templates that get delivered and get replies. |
| How To Start A New Campaign | Creating a campaign and choosing its market. |
| Replying To Messages | Answering prospects who reply. |
| SMS Best Practices: Strategies for Higher Delivery Rates, More Leads, and Account Longevity | Keeping delivery rates high and your numbers healthy. |
5. Keep going
| Guide | What it covers |
| Creating Follow-Up Campaigns | Texting prospects again who didn’t reply. |
| Using Sequences to Schedule Prospect Follow-Ups | Scheduling follow-ups automatically. |
| Prospect Action Buttons - Verified, DNC, Priority, Qualified, and Wrong Number | Sorting your leads by status. |
Questions? Email support@leadsherpa.com.
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