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Get Started with SMS Channel

Learn about SMS channel functionality on Omnisend

Ira avatar
Written by Ira
Updated over a week ago

SMS lets you reach customers directly on their phones with time-sensitive messages. Use it for promotional campaigns, order updates, abandoned cart reminders, and more.

This guide explains how to set up SMS in Omnisend, collect opt-ins, and send your first campaign.


Before You Begin

⚠️ Important notes:

  • SMS credits required: Add credits to your account before sending. Free plan includes $1 ($10/month min. subscription for paid plans; Pro plan includes credits equal to your subscription price).

  • Phone number format: All phone numbers must be in international format: +11231234567 (+ country code + number). Remove spaces, dashes, and parentheses. Excel tip: Format the column as Text before entering numbers to prevent Excel from removing the + sign.

  • US/Canada verification: If you plan to send SMS to US or Canadian customers, you must verify your toll-free number. Verification takes up to 5 business days, and you cannot send SMS to US recipients while verification is in progress. Plan ahead if you have a campaign launch date.

  • Subscription required: You can only send campaigns to contacts subscribed to the SMS channel. Subscription statuses are managed separately for email, SMS, and push.

Step 1: Get Your SMS Phone Number

Omnisend provides a toll-free phone number (e.g., 1-800-XXX-XXXX) at no cost for sending SMS campaigns. You don't need your own mobile phone.

To generate your phone number:

  1. Go to Store Settings → SMS.

  2. Click Generate phone number.

Your number appears instantly. If you're sending to US or Canadian customers, verify your toll-free number next.

💡 Note: If you transfer an existing toll-free number, the process takes up to 3 weeks, and you cannot send SMS during the transfer. For faster setup, generate a new Omnisend number.

Step 2: Add SMS Credits

SMS credits are pay-as-you-go. 1 credit = $1 USD. Each SMS costs $0.015–$0.065+, depending on the recipient's country.

Pricing examples:

  • US/Canada: $0.015 per message (about 66 messages per $1)

  • UK: $0.082 per message

  • Australia: $0.045 per message

Credit allocations:

  • Free plan: $1 in SMS credits included.

  • Pro plan: Free SMS credits equal to your subscription price (e.g., $59/month plan = $59 in SMS credits).

  • All plans: Purchase additional credits as a subscription service.

💡 Note: Long messages (>160 characters) or messages with emojis count as multiple SMS and cost more. Learn more about SMS pricing.

To add credits:

  1. Go to Store Settings → Pricing and usage → SMS → Add credits.

  2. Select a subscription tier or one-time purchase.

Step 3: Collect SMS Opt-Ins

You can only send campaigns to contacts who explicitly opt in to receive SMS marketing.

SMS Opt-In vs. TCPA Consent

  • For US customers: You need both SMS channel opt-in and TCPA consent (required by law).

  • For all other countries: Only SMS channel opt-in is required.

Omnisend signup forms can collect both automatically.

How to Collect Opt-Ins

Method

SMS Opt-In

TCPA Consent

Signup Forms

Subscriber Preference Center

Checkout (Shopify/BigCommerce)

Import from File

Signup Forms

Signup forms are the best way to collect SMS opt-ins. You can:

  • Disclose what notifications customers will receive.

  • Offer an incentive (e.g., a discount).

  • Add an SMS message to your Welcome automation.

To collect TCPA consent for US customers:

  1. Go to Forms → Create or edit a form.

  2. Add a phone number field.

  3. Enable SMS opt-in.

  4. Add TCPA legal text (required for US compliance). 

Subscriber Preference Center

Let customers update their subscription preferences and add their phone number. You can also add TCPA legal text here to collect TCPA consents. 

Import from File

When importing contacts, you can choose to upload them as subscribed to the SMS channel. 

⚠️ Important: Only phone numbers synced from Shopify are automatically subscribed to the SMS channel. Phone numbers from other platforms (WooCommerce, BigCommerce, etc.) are added to contact profiles but not subscribed to SMS. You must collect explicit SMS opt-ins separately.

Create a Segment of SMS Subscribers

Once you start collecting opt-ins, create a segment of customers subscribed to the SMS channel:

  1. Go to Audience → Segments → Create segment.

  2. Add rule: Subscription status → is subscribed to → SMS channel

If you're targeting US customers, you can also segment by TCPA consent.

Step 4: Create Your First SMS Campaign

Once you have:

  • Generated your SMS phone number,

  • Added SMS credits,

  • Collected SMS opt-ins, and

  • (For US/CA) Verified your toll-free number

You're ready to send your first SMS campaign.

To create an SMS campaign:

  1. Go to Campaigns → Create Campaign → SMS.

  2. Select your audience (e.g., your SMS subscribers segment).

  3. Add your message (keep it under 160 characters).

  4. Add a clickable link to track engagement.

  5. Schedule or send immediately.

SMS in Automation Workflows

You can also add SMS to Automation Workflows for:

  • Welcome message

  • Browse abandonment

  • Product abandonment

  • Abandoned cart

  • Order confirmation

  • Cross-sell

  • Order follow-up

  • Cancellation confirmation

  • Customer reactivation

  • Birthday message

  • Customer feedback

  • Shipping Confirmation

  • Custom trigger message

Tip: Combine SMS with email for maximum impact. For example, send an SMS reminder followed by an email with a discount code.

SMS Message Restrictions

  • Character limit: Keep messages under 160 characters. Messages longer than 160 characters are split into multiple SMS and cost more. Special characters (e.g., emojis) reduce the limit to 70 characters per SMS.

  • No open rate tracking: We don't track SMS opens. Add a clickable link to track engagement via click rate.

  • Sender name display: The display of a custom sender's name depends on the recipient's country. Check here if your country supports sender names. The US and Canada don't support custom sender names; instead, a dedicated phone number is displayed.

💡 Tip: Start your message with your brand name (e.g., "ACME: Flash sale...") so recipients recognize you immediately.

Character Limit for SMS

Please take a look at the table below to see how special characters in your message (e.g., emojis) can affect the number of SMS you are charged for.

Number of SMS

Maximum GSM characters

Maximum Unicode characters

1

160

70

2

306

134

3

459

201

4

612

268

5

765

335

6

918

402

7

1071

469

8

1224

536

9

1377

603

When you send a message whose text exceeds the maximum number of characters per SMS, we will automatically split the message, add a special header (User Data Header), and send multiple SMS to the carriers.

What is a User Data Header?

The User Data Header (UDH) takes up 6 bytes and instructs the receiving device how to reassemble the SMS segments so that your whole message will be shown as one SMS on the receiving handset. Due to the inclusion of concatenation headers (UDH), the maximum number of characters per concatenated (long) message is slightly reduced. In GSM-7 (plain text) encoding, it takes 7 characters; in UCS-2 (special characters, emojis), it takes 3 characters.

Can You Explain the Math Around Characters per Message?

Sure can! Here are some important units to start with:

  • SMS messages are sent in 140 bytes

  • 1 byte = 8 bits

  • In GSM encoding, 1 character = 7 bits

  • In Unicode (UCS-2), 1 character = 16 bits

  • UDH = 6 bytes

Message type

Calculation

Max Characters per

SMS

GSM - 7 Single SMS

( 140 bytes * 8 bits ) / 7 bits

160 characters

GSM - 7 Multiple SMS

( ( 140 bytes - 6 bytes ) * 8 bits ) / 7 bits

153 characters

UCS - 2 Single SMS

( 140 bytes * 8 bits ) / 16 bits

70 characters

UCS - 2 Multiple SMS

( ( 140 bytes - 6 bytes ) * 8 bits ) / 16 bits

67 characters

Best Practices

Clear best practices for SMS marketing will determine whether your campaign flies or fails. Follow these tips to ensure maximum results from your next campaign:

Get explicit consent. Explain what updates you'll send. If customers provide their phone number only for transactional messages (e.g., shipping updates), don't send promotional SMS.

Provide opt-out instructions. Include unsubscribe instructions in every promotional SMS. For US customers, this is mandatory.

Start with your brand name. Begin messages with "BRANDNAME:" so recipients recognize you, especially in countries where custom sender names aren't supported.

Avoid free URL shorteners. Using bit.ly or similar services is strictly prohibited. These links are flagged as suspicious and can block your messages. Use Branded SMS Shortlinks instead.

Combine SMS with email. SMS adds urgency for time-sensitive offers. Use it alongside email campaigns for maximum reach.

FAQ 

Start with your brand name. Begin messages with "BRANDNAME:" so recipients recognize you, especially in countries where custom sender names aren't supported.

Avoid free URL shorteners. Using bit.ly or similar services is strictly prohibited. These links are flagged as suspicious and can block your messages. Use Branded SMS Shortlinks instead.

Combine SMS with email. SMS adds urgency for time-sensitive offers. Use it alongside email campaigns for maximum reach.

FAQ

Do I need my own phone number to send SMS campaigns?

No. Omnisend provides a toll-free phone number for you at no cost. Go to Store Settings → SMS → Generate phone number to get yours instantly. You send SMS campaigns directly from the Omnisend platform – no personal mobile phone required.

What's the difference between SMS opt-in and TCPA consent?

SMS opt-in is explicit permission to receive SMS marketing from you (required globally). TCPA consent is a specific legal requirement for sending SMS to US and Canadian customers that includes additional disclosures (message frequency, data rates, STOP to opt-out). Omnisend signup forms can collect both automatically when you enable SMS opt-in and add the TCPA legal text block.

Why aren't my test SMS messages being delivered?

Common reasons:

  1. Phone number format: Must be in international format (+11231234567). Remove spaces, dashes, and parentheses.

  2. Not subscribed to SMS channel: Only subscribed contacts receive campaigns. Check the contact's profile under Audience → Contacts.

  3. Toll-free number not verified: (US/CA only) Cannot send until verified. Check verification status in Store Settings → SMS.

  4. No SMS credits: Confirm you have credits remaining in Store Settings → SMS.

How long does toll-free number verification take?

Verification takes up to 14 business days. You cannot send SMS to US or Canadian customers while verification is in progress. Learn more about toll-free number verification.

How do SMS credits work? How much does one SMS cost?

SMS credits are pay-as-you-go. 1 credit = $1 USD. Each SMS costs $0.015–$0.065+ depending on the recipient's country. For example, sending to the US/Canada costs $0.015 per message (about 66 messages per $1 credit). Long messages (>160 characters) or messages with emojis count as multiple SMS and cost more. Check exact pricing.

What does "phone number in international format" mean, and how do I import them correctly?

International format includes the country code with a + sign: +11231234567 (for the US) or +447123456789 (for the UK). Remove all spaces, dashes, and parentheses.

Excel tip: Format the phone number column as Text before entering numbers to prevent Excel from removing the + sign. You can also add an apostrophe before the number (e.g., '+1...) to force text formatting.

Can I use SMS for countries outside the US and Canada?

Yes. Omnisend supports SMS worldwide. However, toll-free number verification is only required for sending to US and Canadian customers. If you only send to other countries, you can start sending immediately after generating your phone number. Pricing varies by country – check rates here.

Why did I pay 2x, 3x, 4x the price for my campaign?

The character limit for a single SMS is 160 characters (or 70 if you use emojis). If your message is longer, it's automatically split into multiple SMS. Even though it may appear as one long message on the recipient's phone (due to concatenation), you're charged for each SMS sent.

Example: A 300-character message = 2 SMS = 2× the cost.

Can I send images via SMS?

You can send MMS messages (with images) to the United States and Canada. Learn more about MMS.

Why are my contacts non-subscribed/unsubscribed to SMS?

To receive SMS marketing, customers must provide their opt-in record and explicit consent to receive messages through the SMS channel. If they haven't opted in, they'll remain non-subscribed. Learn more about SMS opt-in methods.

Why is the SMS sender's name not showing for the recipient?

Display of the custom sender's name depends on the recipient's country. Check here if your country supports sender names. The US and Canada don't support custom sender names; instead, a dedicated phone number is displayed.

Are mobile carrier charges included in the SMS/MMS price?

Yes. You won't pay more than what's shown on the price estimation step.

What will happen if the phone number I send the SMS to is invalid?

If the phone number doesn't exist, it will bounce and be automatically unsubscribed. Learn more about SMS bounces.

My recipient did not receive the SMS message.

Check our SMS Troubleshooting article or contact our support team.


Have any additional questions? Talk to us at [email protected] or via our in-app chat.

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