This guide walks you through everything you need to do before sending your first message. By the end, you’ll have your organization configured, a set of contacts imported, and a campaign ready to send. Each step takes only a few minutes.Documentation Index
Fetch the complete documentation index at: https://docs.messagesender.ai/llms.txt
Use this file to discover all available pages before exploring further.
Log in and confirm your organization
When you first log in, Amplifi places you inside your organization — the workspace that holds all your contacts, campaigns, and settings. Check the organization name displayed in the left sidebar to confirm you’re in the right place.If you have access to more than one organization, you can switch between them from the sidebar. Make sure you’re working in the correct one before making any changes.
Set your organization timezone
Your organization’s timezone controls when scheduled campaigns and polls go out, how timestamps display throughout the app, and when quiet-hours restrictions apply. Setting it correctly before your first send matters.To set your timezone:
- Click Settings in the left sidebar.
- Open the General tab.
- Find the Organization timezone field and select your timezone.
- Save your changes.
Import your contacts
Contacts are the people you’ll message. Amplifi supports importing from a CSV file, an Excel file, or pasted tabular data — so you can usually import directly from whatever list you already have.To import a CSV:
- Click Contacts in the left sidebar.
- Click the Import button.
- Upload your CSV file and review the parsed preview.
- Give the import a name so you can find it later in Import History.
- Optionally apply tags to every contact in this import (useful for filtering later).
- Map each column in your file to the corresponding Amplifi field — phone number, first name, last name, and any custom fields you need.
- Click Submit to start the import.
Amplifi auto-detects common column names like “Phone”, “First Name”, and “Last Name” during field mapping, so you usually won’t need to map every column manually.
Create your first campaign draft
With contacts imported, you’re ready to compose a message. Campaigns autosave as you go, so you can build your draft over multiple sessions without losing work.To create a campaign:
- Click Campaigns in the left sidebar, then click New Campaign.
- Give your campaign a name (this is internal — contacts won’t see it).
- Write your message in the body field. Use merge fields like
{{firstName}}to personalize by contact. - Choose your audience: select a saved segment or filter by tags.
- Review the targeting stats — Amplifi shows you how many contacts are SMS-eligible before you send.
- Choose whether to send now or schedule for a specific date and time.
Send a test message
Before launching to your full audience, send the exact message to yourself or a small group of teammates. This confirms the message body, merge fields, and any links look right on a real device.To send a test:
- From the campaign composer, click Send Test.
- Enter up to 5 phone numbers to receive the test.
- Click Send Test Message.
What’s next
Once your first campaign is live, here are the logical next steps:- Review campaign analytics — Open the campaign detail view to see delivery rates, replies, and link clicks as they come in.
- Build segments — Go to Contacts and save filtered audiences as segments so you can reuse them across future campaigns and polls.
- Try a poll — Go to Polls to run your first text-message survey with branching questions and trackable results.
- Check your inbox — Go to Conversations to read and reply to any incoming responses from your campaign.