Onboarding
In-Kind Agreement to Analysis
Agreement, Campaign Verify, 10DLC, contact data, voter CRM, candidate knowledge, messaging programs, launch, and analysis — with a $0 platform fee.
Sep 11, 2026 · 22 min read
Resources/Onboarding Process
Nine-step series
Onboarding Process
Follow the nine steps from agreement to launch and analysis. Each step is its own operating guide.
Start here
Featured guides for this topic.
All resources in this topic
Onboarding
Agreement
Establish the campaign relationship, document the no-fee FreeMessaging.ai service, and create the approved onboarding record needed to begin verification and technical setup.
Sep 11, 2026 · 8 min read
Onboarding
Campaign Verify
Verify the political campaign and obtain the Campaign Verify Authorization Token needed for the applicable political messaging registration path before 10DLC / Twilio setup begins.
Sep 11, 2026 · 10 min read
Onboarding
10DLC Registration
Register the verified political campaign for U.S. A2P 10DLC messaging, establish the appropriate political messaging use case, and provision the Twilio messaging service and phone number needed for launch.
Sep 11, 2026 · 11 min read
Onboarding
Contact Data
Bring authorized campaign contact sources into one organized, source-tracked dataset so FreeMessaging.ai can build the voter CRM, define outreach audiences, and prepare the campaign for messaging.
Sep 11, 2026 · 8 min read
Onboarding
Voter CRM
Turn the campaign-ready contact dataset into persistent voter and supporter records that capture identity, source, status, conversation history, issue interests, messaging activity, and follow-up needs.
Sep 11, 2026 · 9 min read
Onboarding
Candidate Knowledge Base
Create a campaign-approved source of truth for the candidate's background, policy positions, issue responses, FAQs, and approved language so voter-facing conversations remain accurate and consistent across messaging, AI-assisted support, and WhyIVote.
Sep 11, 2026 · 10 min read
Onboarding
Messaging Design
Turn campaign goals, voter data, approved candidate knowledge, AI conversation logic, and WhyIVote voter-facing content into defined SMS programs with clear audiences, objectives, message flows, conversation paths, approvals, and follow-up actions.
Sep 11, 2026 · 11 min read
Onboarding
Launch
Activate the approved messaging program, send the initial outreach, manage live two-way voter conversations, use AI and WhyIVote according to the campaign-approved design, capture useful response data in the Voter CRM, and route follow-up work for the campaign.
Sep 11, 2026 · 8 min read
Onboarding
Analyze & Optimize
Turn campaign messaging results into actionable data for follow-up, audience refinement, and the next round of outreach.
Sep 11, 2026 · 9 min read
Need to Start or Expand SMS Outreach?
Use the Resource Center to learn, then choose Start SMS Outreach or Expand Existing SMS Reach.