TrueDialog

TrueDialog’s typical implementation process is designed for speed and efficiency, with most customers able to onboard and launch their first campaign in as little as two weeks.

Implementation Timeline

• The standard implementation duration for TrueDialog is two weeks from onboarding to the launch of the first campaign.

• Customers typically experience a fast time to business value, with ROI achievable in under three months.

Onboarding and Setup Process

• TrueDialog provides thorough training and onboarding to ensure customers are prepared to use the platform effectively.

• The onboarding team supports customers through components such as short code provisioning, integration, and campaign setup.

• Integration is streamlined via an extensive and intuitive API library, supporting native connections to leading CRMs and marketing platforms.

• Most processes are automated, and the platform is designed to be straightforward and easy to use, reducing time spent on manual tasks.

Customer Support During Implementation

• Customers have access to award-winning support teams who provide expertise during the entire implementation process.

• Support is available through multiple channels, including call, text, email, and ticketing systems.

TrueDialog can be highly customized to fit specific business needs, offering robust options across messaging workflows, integrations, and reporting. The platform is also positioned as cost-effective with transparent pricing and minimal additional fees for most plans.

Customization Capabilities

• TrueDialog’s open API and native integrations allow for workflow and automation customization with leading CRMs like Salesforce, HubSpot, and Microsoft 365, letting businesses centralize messaging and connect SMS to existing business processes.

• The platform supports advanced message personalization using custom attributes and keyword management, enabling organizations to tailor communications for different audiences.

• Campaigns can be configured for mass or two-way messaging, and features such as dedicated account management, custom reports, segmentation, and opt-out management help address complex requirements.

• For contact management, TrueDialog allows unlimited contacts and customizable data attributes, making it suitable for organizations with unique contact structures or marketing needs.

• The system enables custom reporting and analytics, with support available to help build custom reports

• TrueDialog does not charge setup or integration fees for core business and enterprise plans.

• Carrier pass-through fees may apply for telecom services, typically billed quarterly with a one-time carrier setup fee (about $500); this is industry standard and depends on carrier contracts for SMS routing.

• All customer support is included in platform fees, with unlimited support by phone, email, and chat. Higher-tier plans (Business Pro and above) offer a dedicated account representative.

• No additional maintenance fees are listed; routine updates and platform maintenance are included in the base subscription.

• Subscription tiers start at $119/month (small business) and scale up, with message overages charged per message (rates vary by plan, e.g., $0.024/message for Small Business, lower for Enterprise)

• Users may incur special fees for custom development requests or product development input at the highest plan levels.

• Users receive guided onboarding and hands-on support during the initial setup, with most able to launch their first campaign within two weeks.

• Training includes platform walkthroughs, instructional guides, video tutorials, and direct assistance from experienced staff members.

• Support channels include phone, chat, email, ticketing, and dedicated account managers for premium plans.

• The platform is certified for multiple security standards, including SOC 2 and ISO 27001, offering enterprise-grade data protection.

• Security features provided are multi-factor authentication, single sign-on, secure user access controls, and data hosting in secure cloud centers.

• Compliance tools manage opt-in/opt-out data, legal consent records, and provide audit logs for regulatory adherence.

• Updates are released on a regular basis, prioritizing security, compliance, and product enhancements.

• All updates and patches are handled by the provider, so users do not have to install anything manually.

• Significant changes are communicated proactively, and dedicated account managers assist organizations with adopting new features.

• TrueDialog assigns full ownership of communications data—such as SMS messages, contact lists, and usage logs—to the customer, allowing organizations to retain control over their information at all times.

• Customers can freely access, export, or migrate their data whenever needed. Data exports are available for logs, message histories, opt-out records, and contact lists, permitting seamless transfer to other platforms or for compliance purposes.

• Data privacy is strictly protected: TrueDialog does not sell, trade, or disclose customer-identifiable information to third parties without explicit customer consent, except when legally required.

• Personal information is encrypted, and privacy is maintained through secure hosting and regulatory-compliant data handling procedures and opt-out management.

• Service plans are flexible, letting organizations adjust SMS volume, feature access, or user seats according to their changing requirements.

• Scaling up is supported instantly: customers may upgrade plans for higher messaging limits, enhanced API access, or additional features as organizational needs grow.

• Scaling down is allowed; customers can lower their subscription tier if usage decreases, with changes typically taking effect on the next billing cycle and no penalties for adjusting service levels.

• The cloud-based infrastructure enables rapid adaptation, making it straightforward for customers to align their plan and capabilities with their evolving business needs.

• TrueDialog contracts automatically renew on an annual basis, billed monthly according to the initial subscription start date.

• Customers must cancel their account at least 30 days before the renewal date to avoid charges for the next term; cancellation can be done via the account page or by contacting client services.

• All paid accounts are prepaid and non-refundable—partial period refunds are not given, and service continues until the end of the current term following cancellation notice.

• If fees, taxes, or billing terms change, TrueDialog provides 30 days’ advance notice before the new rates take effect. Customers remain responsible for any additional costs imposed by regulatory bodies or telecommunications providers resulting from their use of the service.

• TrueDialog reserves the right to change service terms, suspend, or terminate accounts if terms are violated, with or without cause or notice.

• TrueDialog’s platform is built to meet rigorous compliance requirements including SOC 2, ISO 27001, and TX-RAMP for data security and privacy.

• The platform supports required opt-in, opt-out, and consent management as outlined by industry bodies such as CTIA and adheres to TCPA (Telephone Consumer Protection Act) requirements for messaging practices.

• Regulatory and legal demands for US and international data processing are addressed within TrueDialog’s policy framework, ensuring secure, lawful communications.

• Customers must also ensure messages meet carrier, regulatory, and industry guidelines, and TrueDialog enforces compliance by suspending or terminating accounts involved in non-compliant use.