Help Center/Getting Started

Connecting your phone number for SMS

Getting Started6 min read

Scaffold gives you a dedicated business phone number for sending and receiving SMS messages — keeping your personal number private and all conversations logged in the CRM.

1

Go to Settings → SMS & Phone.

2

Click Get a Phone Number. Scaffold will provision a local number based on your area code automatically.

3

Your new number appears on screen. This is the number your leads will see when you text them through Scaffold.

4

To configure your SMS sender name (the name that appears on texts), enter it in the Business Name field and click Save.

5

Test your number by clicking Send Test SMS and entering your personal cell — you should receive a text within 30 seconds.

SMS is included in your plan. The Starter plan includes 500 messages/month. Growth and Scale include unlimited SMS.

To send SMS to customers, you must confirm that you have obtained proper consent from the recipients as required by TCPA regulations. Check the consent box in SMS settings to unlock sending.

You can set up auto-replies for when a lead texts your number outside of business hours — go to SMS Settings → Auto-Reply.

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