myCRMSIM Support Center | Getting Started with myCRMSIM and Database Reactivations

Getting Started with myCRMSIM and Database Reactivations

Step-by-Step Guide

🚨 Important: Follow These Steps to Avoid SIM Card Blocking

If you're planning to run a Database Reactivation (DBR) campaign, it's essential that you follow this step-by-step guide closely. Skipping or rushing through these steps can lead to poor deliverability and may result in your SIM cards getting flagged or blocked by carriers.

This SOP outlines exactly what you need to do—from selecting the right plan and hardware, to warming up your SIMs, writing compliant messages, and setting up automated workflows.

✅ Follow each step carefully.
📚 Review all linked resources.
🛡️ Protect your SIMs and maximise your delivery rates.

Let’s get started the right way. 👇

✅ Step 1: Select Your Plan

Choose the right messaging service based on your specific needs:

SMS: Ideal for broad outreach with simple setup.
iMessage: Great for Apple users needing advanced messaging.
WhatsApp: Best for users looking to use a popular, global messaging app.
RCS: Best for Android users wanting a richer messaging experience with advanced features.

Resources:

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💻 Step 2: Choose Your Hardware

Depending on your chosen plan, you'll need the right hardware:

SMS: Android phone only
WhatsApp: Android or iPhone
iMessage: iPhone and Mac
RCS:Android phone only

Resources:

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📱 Step 3: Choose Your SIM Plan Provider

Pick a SIM plan that supports your goals. We’ve compiled user-recommended providers:

Resource:

Recommended SIM Providers

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🚀 Step 4: Get Connected

Set up your device(s) following our install guides:

⚠️ Important:

If you're using Android for SMS, please disable RCS, as incoming RCS messages cannot be read by the myCRMSIM SMS Gateway app. Disabling RCS ensures messages fall back to SMS so they can be received correctly. How to Disable RCS.

If issues arise please check our trouble shooting:

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🔧 Step 5: Warm Up Your SIMs

Start slow with conversational messaging to build a healthy sending reputation.

Resource:

SIM Warm-Up Guide

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📊 Step 6: Validate Your List

Ensure all your contacts are:

Valid mobile numbers
Cleanly formatted (e.g., capitalised names)

Resource:

Number Validation

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📦 Step 7: Install Our Snapshot

Install the myCRMSIM snapshot to enable workflows like drip campaigns, voicemail drops, AI-customised messaging, and more.

Resources:

Advanced AI Messaging

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💡 Step 8: Set Up Your Database Reactivation (DBR) Workflow

Follow best practices for message content:

❌ No links in the first message
❌ No "STOP to opt out" text
☑️ Ask permission in a natural, human tone
✏️ Use varied message content to avoid spam filters

Resources:

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🧵 Step 9: Set Up Your AI Agent.

If you're using myCRMSIM AI Agents:

Create and configure your AI Agent from the AI Dashboard inside myCRMSIM dashboard.

Complete the AI Agent Builder setup, including Instructions, Conversation, Configurations, Knowledge, and Tasks.
Create your workflow actions from the Automations page and thoroughly test your AI Agent before turning it ON.

Resources:

myCRMSIM Automations Guide:
AI Agent Troubleshooting Guide

⚠️ Important:
myCRMSIM AI Agents can currently only be used within the myCRMSIM Dashboard. They are not compatible with external CRMs, including GoHighLevel or any other third-party CRM, at this time.

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▶️ Step 10: Start Your DBR Campaign

Publish and test your workflows by pushing test contacts.

Start slow: 1 message every 5–7 minutes, then increase gradually.