SMS outreach

The SMS tool gives your team two ways to reach contacts by text: bulk campaigns sent to a full segment, and peer-to-peer assignments where volunteers send messages individually. Both modes draw on your CRM contacts and enforce compliance rules automatically.

Before you can send: 10DLC registration

The SMS tool lives at Workspace > SMS. Before any message goes out, your organization must complete 10DLC registration: a carrier-required process that verifies your brand and campaign type. OrganizeOS blocks every send (bulk, 1:1, and peer-to-peer) until your phone number, brand, and campaign are all approved. Registration is self-serve directly in the product -- see SMS compliance and phone number setup for the full walkthrough.

Bulk SMS campaigns

Once registered, open SMS > Campaigns to create a bulk send. Target a segment from your CRM and compose your message. As you type, OrganizeOS shows a segment count estimate: plain text (GSM-7 encoding) fits more characters per segment than messages with special characters (UCS-2 encoding), so the count updates as you edit.

Your account has an SMS segment quota, one unit per segment per recipient. If you exhaust it mid-campaign, remaining recipients are skipped and an upgrade path is shown. Opted-out contacts are always excluded automatically; you do not need to filter them.

You can also set quiet hours for a campaign: a start and end time in your organization's timezone during which sends are held rather than delivered. Messages queued during quiet hours go out automatically once the window ends.

Peer-to-peer (P2P) texting

For personal outreach at scale, run a P2P texting assignment. Admins create the assignment; volunteers work through their queue from SMS > P2P, sending each message individually. Completion is tracked per assignment. The same 10DLC gate and opt-out rules apply. Admins can also send a 1:1 SMS to any contact from the SMS dashboard or a CRM record.

Opt-outs, opt-ins, and the two-way inbox

TCPA compliance is enforced automatically. When a contact replies STOP (or UNSUBSCRIBE, CANCEL, END, or QUIT), OrganizeOS opts them out instantly and sends a confirmation. They are excluded from every future send. START re-opts them in; HELP sends an informational reply. No staff action required.

Inbound replies land in SMS > Inbox, threaded per contact. You can reply from the inbox or from the contact's CRM profile.

Why this matters

Direct text contact has some of the highest open and response rates of any outreach channel. Keeping opt-out handling automatic means your team stays compliant without manual list hygiene, and every conversation thread writes back to the contact record so nothing is lost across channels.