How to Purchase a Phone Number in a Sub-Account

Modified on Thu, 8 May at 12:29 PM


This article walks you through how to purchase a phone number within a MarketingPlex sub-account, enabling SMS and voice functionality for outreach, communication and campaigns.



Why Purchase a Phone Number in MarketingPlex?


Purchasing a phone number in MarketingPlex allows you to send and receive calls and texts directly from the platform. This gives users access to a wide range of local and toll-free numbers which is essential for automating outreach, managing client communications, and building a seamless experience across funnels, campaigns, and conversations.

Note: Phone numbers are managed at the sub-account level, not agency-wide. Each sub-account should have its own number for tracking and configuration purposes.



Key Benefits of Purchasing a Phone Number

  • Enables two-way SMS and calling inside MarketingPlex.

  • Establishes local or toll-free presence for branding and trust.

  • Powers automated workflows, call routing, and voicemail.

  • Integrates with users, pipelines, and campaigns for seamless communication.

  • Prevents the need to use personal phone numbers for business tasks.


Steps to Purchase a Phone Number

Step 1: Navigate to Phone Number Settings

  1. Click on Settings from your sub-account.

  2. Select PhoneNumbers under Business Services.

  3. Click on the + Add Number button and select Add Phone Number from the drop-down.


Step 2: Select Country and Number

  1. Select your desired Country from the list of available countries.

  2. You can choose your Number from the available list of Local or Toll Free numbers.

  3. Use the Refresh Results button to get a new list of available numbers.
     

Search Filters

You can use the filter option to search your desirable numbers on the basis of:

  1. Digit or Phrases and match it with (first, last or any) part of the number.

  2. Capabilities (SMS, MMS, Voice)

  3. Number Type (Local or Toll Free)

Step 3: Buy a Number

  1. Select the number of your choice.

  2. Click on Proceed to Buy button to complete the purchase.


Regulatory Requirements for International Phone Numbers

A regulatory Bundle or Address is required when purchasing phone numbers in most countries outside the USA and Canada.



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