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Getting Started

Last Update 7 giorni fa

Quick Start Guide: Setting Up myCRMSIM Getting Started with myCRMSIM and Database Reactivations

Getting Started with myCRMSIM and Database Reactivations

You can run a Database Reactivation (DBR) campaign two ways: inside the myCRMSIM dashboard (recommended) or through HighLevel (also supported). Both start with the same setup in Part 1.
Important: Follow these steps in order. This helps you avoid SIM card blocking. If you skip or rush them, your deliverability can drop and carriers can flag or block your SIMs.
Part 1: Core setup (everyone)
Step 1: Select your plan

See also: Unlimited SMS explained.
Step 2: Choose your hardware
Step 3: Choose your SIM plan provider
Pick a SIM plan that supports your goals. See Recommended SIM providers.
Step 4: Get connected

Set up your device with the install guide for your channel:

Using Android for SMS? Turn RCS off. The myCRMSIM SMS Gateway app can't read incoming RCS messages, so turning it off makes messages fall back to SMS. How to disable RCS.
Step 5: Warm up your SIMs
Start slow with conversational messaging to build a healthy sending reputation. See the SIM warm-up guide.
Step 6: Validate your list
Make sure every contact is a valid mobile number and is cleanly formatted (for example, capitalised names). See Number validation.
Part 2: Choose your DBR path
Most users should start with Option 1, the newer DBR tool inside myCRMSIM. Use Option 2 if you already run your campaigns in HighLevel and want to keep them there.
Option 1: myCRMSIM (recommended)
  • Where you build it — the myCRMSIM dashboard.
  • Setup effort — lower. The campaign is built for you in one place.
  • Best for — new users, and anyone who wants the fastest setup.
  • Status — newer, recommended.
Option 2: HighLevel
  • Where you build it — HighLevel workflows, via the myCRMSIM snapshot.
  • Setup effort — higher. You install the snapshot and configure the workflows.
  • Best for — agencies and teams already working in HighLevel.
  • Status — still supported.
Option 1: Set up database reactivation in myCRMSIM (recommended)
This is the newer, faster way to run a DBR. You build the whole campaign from the Campaigns page in the myCRMSIM dashboard. myCRMSIM creates the AI Agent, the opening message, the follow-ups and the workflow for you, and works out the message pacing from your contact count and sending window.
Full guide: How to Create and Launch a DBR Campaign in myCRMSIM
Before you start, make sure you have:
  • Finished Part 1 — device connected, SIMs warmed up, list validated
  • An OpenAI or OpenRouter API key added in your myCRMSIM dashboard
  • Your offer, business and service details, and your website or booking link
  • Your goal — replies, appointments or bookings
  • 1–2 approved test contacts, plus your full contact list as a CSV
  • Enough credits — your contact count can't be more than your available credits
Two ways to build it
  • Build with Simi (AI-assisted). Ask Simi to "Create a database reactivation campaign" and answer its questions. Best for the fastest setup.
  • Build manually. Go to Campaigns → + New campaign and fill in the campaign form. Best for full control over every setting.
Key steps at a glance
  1. Create the campaign. Enter your business, offer, follow-up and closing settings, calendar and tone — either through Simi or the campaign form.
  2. Review the agent. Check the generated conversation preview, pacing and AI model before going live.
  3. Go live. The campaign goes into testing mode. Nothing is sent until a contact has the campaign tag.
  4. Test first (mandatory). Send test messages to 1–10 approved internal contacts. Check delivery, formatting, links and replies.
  5. Import and tag your list. Import your CSV, then use Tag your list to apply the campaign tag. Only tagged contacts are enrolled.
  6. Confirm and monitor. Check the status shows Launched, then track deliveries, replies and bookings.
Important: Test messages are real messages, and tagging a contact enrols them in the campaign. Double-check your list before confirming.
Option 2: Set up database reactivation in HighLevel
HighLevel is still fully supported. If you run your campaigns in HighLevel, this is how you build a DBR there with the myCRMSIM snapshot. Make sure myCRMSIM is connected first: myCRMSIM HighLevel Integration Guide.
Step 7: Install the myCRMSIM snapshot
The snapshot adds ready-made workflows for drip campaigns, voicemail drops, AI-customised messaging and more.
Step 8: Set up your DBR workflow
Follow these message rules:
  • No links in the first message
  • No "STOP to opt out" text
  • Ask permission in a natural, human tone
  • Vary your message content to avoid spam filters

Resources: Unsubscribe handling · Create conversational SMS
Step 9: Add an AI Agent (optional)
To have AI handle replies and book appointments on your HighLevel calendar, connect a myCRMSIM AI Agent. See How to use myCRMSIM AI Agents with HighLevel.
Step 10: Start your DBR campaign
Publish your workflows and test them by pushing a few test contacts through first. Then start slowly — see the sending limits below.
Sending limits (both options)
Start at 1 message every 5–7 minutes, then increase gradually. Never go above these limits:
  • SMS — 1 message per minute
  • WhatsApp — 1 message per minute
  • RCS — 1 message per minute
  • iMessage — 50 contacts per day
Ready to scale

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