Account Setup

This article provides guidance to help you get started with your TrueDialog Portal account. The sections below offer common tasks to complete. If you cannot find what you’re looking for, you can search this Help Center or contact our knowledgeable Customer Support at (1-877-501-4276 | support@truedialog.com).

User Setup

The Portal is designed to accommodate users with varying levels of privileges, allowing them to access different features based on their roles. The following articles provide detailed instructions on how to create and manage users, ensuring your users have the correct access.

⮞  Creating a User

⮞  Managing Users

Long Code Setup

The articles below detail the process of obtaining a new long code number, setting up call forwarding, and registering your long code with the Campaign Registry to access the 10DLC network.

⮞  Request a New Number – Long Code

⮞  Setting Long Code Call Forwarding

⮞  Registering With The Campaign Registry

Account Management

The article below demonstrates how to manage your account information, including your plan details and payment information.

⮞  Managing Your Portal Account

Managing Subscription

Each account has a single subscription managing the opt-in method and messaging frequency settings. Please refer to the following article for instructions on how to view and edit these settings.

⮞  Editing Subscriptions

Subaccount Management

The Portal provides subaccounts as a means to segregate various divisions or branches of an organization by maintaining separate contacts, campaigns, and users for each subaccount. The following articles demonstrate how to create a subaccount and switch to using it.

⮞  Creating a Subaccount

⮞  Switching Accounts