Overview
This guide is for businesses that are new to Cobalt. It takes you from creating your account to sending your first messages, one step at a time, and names the guide that covers each step in detail.
Get Started
Step 1: Create your account
Sign up on the Create Your Account page with your business details. Your free trial of 14 days and 1,000 free messages starts as soon as your account is created.
Guide: Create your Cobalt Account
Step 2: Complete your account setup
A short setup collects your contact details, your consent agreement, your website's messaging terms, your business details and the phone number type you want. On the last step you add a payment method, and you are not charged until your trial ends.
Guide: Complete Your Account Setup
Step 3: Wait for approval
Our team will begin to review your business details, then registers your phone number with the carriers. A banner at the top of the page shows where your account is. You cannot send messages until your number is approved.
Step 4: Work through your Welcome page
While you wait, the Welcome page lists what is left to set up.
Submit your business details: Automatically checked after onboarding is completed.
Register your number with the carriers: Cobalt handles this for you.
Teach Cobalt your brand voice: Click Open Brand Center and tell Cobalt about your brand and who you sell to, so your messages sound like you.
Import your subscribers: Click Start to bring in the list you already have.
Guide: Import Your Subscribers
Step 5: Grow your list
Add new subscribers with keywords, tap-to-join links, QR codes, web forms or the API. Guide: Ways to Add Subscribers to Cobalt
Step 6: Turn on your first flow
A flow sends messages on its own when a subscriber does something, such as a welcome text the first time someone subscribes. Start with the welcome flow.
Guide: Getting Started with Flows
Step 7: Send your first campaign
A campaign is a one-time message to a group of your subscribers. Campaigns send standard SMS/MMS only and are not for iMessage.
Guide: Create and Send a Campaign
Helpful Information
The Welcome page stays available for 14 days after you finish setup. Click Hide this page to close it for good before then.
Shopify stores: Install Cobalt from the Shopify App Store instead of signing up on the website. Setup then has three more screens:
Turning on the Cobalt app embed
Checkout subscriber collection (Shopify Plus stores only)
Recommended flows
Shopify bills you, so there is no payment step, and the Welcome page adds a Connect your store row. Guide: Install Cobalt on Your Shopify Store.
Get support
Questions? Please message our team via Live Chat on the bottom right or send us a text message at: 321-318-9777