Summary:

Sales texting works best when used selectively and responsibly. It’s ideal for confirming meetings, sending reminders, and following up with prospects who’ve opted in. Under A2P 10DLC rules, all promotional texts require written consent, clear identification, and an opt-out option. PhoneBurner can help teams send messages to consenting recipients by integrating SMS into their workflow alongside existing channels like phone calls and emails.

Generate Instant Sales Text Messages with This Free Tool & Send Them with PhoneBurner

Sales texting has become one of the fastest and most reliable ways to reach prospects, but only when it’s used properly.

When done right, SMS can strengthen connections, confirm meetings, and keep warm leads moving forward. When done carelessly, it can violate carrier rules or federal regulations.

That’s why your team needs a consistent way to text responsibility and appropriately. And it’s why we’ve included features in PhoneBurner that help you integrate SMS directly into your outreach workflows when your prospects have opted in to receive text messages.

In this article, we’ll explain when to use texting in the sales process, how to send messages through PhoneBurner, how templates and automation save time without losing the human touch, and what kinds of compliance practices are important for protecting your brand’s reputation.

When Text Messaging Works Best in Sales

Unless a customer specifically requests to communicate via text, SMS shouldn’t replace your phone calls or emails. It’s best used selectively to complement these other channels when you have express permission from prospects.

Examples of effective sales-related texts include:

• Confirming a demo or appointment that was booked over the phone
• Sending a same-day reminder for a meeting or call
• Following up after a conversation when the contact has requested additional info
• Thanking a new client after a deal is finalized

Consent & Opt-In Rules for Sales Texts

Even in these examples, you need to have explicit written consent from the prospects you want to message before you do it. This is a regulatory requirement, and you may be asked to provide proof for A2P10DLC if requested by carriers.

SMS compliance is a complicated issue, and there isn’t room to cover all of it here. But here are some critical rules and requirements to be aware of if you’re planning to send texts on behalf of a business.

Understanding A2P 10DLC Rules

A2P 10DLC stands for Application-to-Person 10-Digit Long Code. It’s the U.S. carrier-approved system for sending business text messages from standard local phone numbers. Here’s what it means:

• “Application-to-Person” means any text sent from a software platform (like PhoneBurner, HubSpot, Twilio, etc.) rather than from an individual’s phone. Even if it’s a one-to-one message, if it’s sent through a business system, it counts as A2P.
• The “10-Digit-Long-Code” part just refers to a regular local phone number (like 415-555-1234).

Registering with TCR

Before A2P 10DLC, businesses often used their numbers to send texts without carrier vetting. Now, telecom carriers and federal laws require registration to reduce spam.

Every brand and campaign using A2P 10DLC must be registered and approved with U.S. carriers via The Campaign Registry (TCR). Your submission includes:

• Information about your organization
• Details about the purpose of your texting campaign
• Sample message content
• An explanation of your opt-in process (i.e. how your prospects will consent to receive texts)

PhoneBurner’s Trust & Safety team can coordinate this process for you, and work with your team to ensure you meet the requirements for approval. Unregistered or noncompliant traffic may be subject to carrier filtering or fees.

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How to Send Text Messages Through PhoneBurner

Once you’ve made sure you’re in compliance with applicable laws and carrier policies, PhoneBurner offers several features that can help you integrate text messaging directly into the same platform you already use for calls and emails.

Here’s how to send a sales text in a few clicks:

See Also: A Free Prospect Touchpoint Tracker Generator for Sales Teams

Select a Contact or Use a Disposition Trigger

Within PhoneBurner, you can send messages directly from your contact records or tie them to a call disposition. For example, you might create a button marked “Set Appointment” for leads who schedule a demo, then use it to trigger an SMS message along the lines of “[Name], this is [your name]. Looking forward to our [company name] demo. If you have any questions beforehand, let me know.”

Customize Your Messages

PhoneBurner lets you scale SMS outreach by creating custom text message templates you can share with your team. But you’ll still want to personalize key details like the contact’s name, appointment time, or meeting link.

Remember to keep messages concise as well. 160 characters or less is ideal.

Attach a Template to a Disposition Button

You can then attach these text templates to disposition buttons to have them trigger instantly as soon as a call is dispositioned. For example, you can have one text for when you reach voicemail, another for when you set an appointment, and another for when a contact requests more information.

Keep Up With Replies

When a new text comes in, you’ll get an instant email alert and a notification in your back office. Every conversation is stored in your SMS inbox so that it’s organized and easy to follow, just like on your phone. Your SMS correspondence is also stored on the contact record in your CRM, so you can easily review an ongoing exchange when looking at a contact.

Sample Message Generator

To make compliant texting easier, we’ve created a free Sales Text Generator. To use this tool:

• Select your industry (real estate, mortgage, insurance, etc.)
• Choose your message type (confirmation, reminder, follow-up)
• Adjust tone (friendly, professional, casual)
• Instantly preview a compliant message template

Remember: every SMS campaign your organization runs must comply with A2P 10DLC rules, so you’ll need to submit your message content and receive approval before you’re able to start using it. This tool is intended to provide an interactive way for sales teams to learn about the kinds of messages that make for effective sales texts. The output from this tool is not intended to guarantee compliance or be used for direct outreach without first receiving approval.

Using PhoneBurner to Send Effective Sales Texts

SMS can increase exposure, make your outreach more responsive and human, and give customers a fast, easy way to reach you.

Done right, it can become one of the most reliable touchpoints in your communication cycle.

PhoneBurner gives you the power to complement your other outreach channels, like calling and email, with scalable and efficient SMS messaging. Make sure to follow applicable regulations, receive opt-in from the prospects you plan to message, and then use our platform to take your team’s texting to the next level.

Start your free trial of PhoneBurner today.