On this page:
Campaign Registration
The third-party entity and the mobile carriers consider all text messages sent through a service like Phone.com to be part of a "campaign." This may seem like an odd term for customers that don't use text messaging for marketing, but it is how the carriers have chosen to classify all SMS traffic that isn't directly from one native local mobile phone number to another. Even if you only occasionally use Phone.com text messaging to send casual notes to employees or customers, you must complete campaign registration.
Select the “Campaigns” tab and click “+Add a New Campaign”
Feature Usage
Brand: Select your Brand from the dropdown options. Most Phone.com customers will have only one Brand, but you may register more than one if you are operating as several entities.
Campaign name: Give your campaign a descriptive name such as "ACME appointment reminders" or "ACME customer updates."
How are you planning to use SMS services? Of the available options, select up to five that describe how you will use SMS.
How will you obtain customer consent for initial contact? Select one of the following: Verbally, Email, Website Form, Paper/Electronic Form or Other. Physical consents must be written in English. Keep in mind:
- If you select “Website Form” a publicly accessible link to your “Contact Us” page will be requested. You will also be asked to confirm the following requirements about your website form:
- The website form includes an SMS opt-in language
- The form includes a link to your privacy policy
- If you select “Verbally” you will have to select a point of verbal contact: phone call, web meeting or in person conversation. You must also describe how you obtain that consent no matter which point of verbal contact you select.
- If you select “Other” you will need to explain in detail how you get customer consent before messaging them.
- If you select “Paper/Electronic Form” you will need to upload an image of your consent form and describe how you obtain the consent form. Consent to receive SMS must be optional and you may be required to produce a copy of the form upon carrier request.
The image above displays what should be seen once a document has successfully been attached..
Files should not exceed 10MB. If your file is larger than 10MB it will not be supported and you will see the error shown above.
There is a maximum of 5 files that can be selected. After 5 files have been uploaded the message above will be displayed.
Privacy Policy
In every case you will need to provide a link to your privacy policy. Your business website must include a privacy policy stating that SMS messages will inform the recipient:
- They are consenting to receive messages from the business
- Their personal info will not be shared with third parties for marketing purposes
- Message frequency (number of messages/monthly/weekly/etc., frequency varies, or recurring messages)
- They may reply STOP (or other keywords) to opt-out of future messaging
- They may reply HELP for more information
- Message and data rates may apply
Sample messages
General Messages
You will notice pre-populated examples. These examples fulfill industry requirements. You may leave them as-is or edit them as you wish, but remember to include all information in bold.
Opt-in Message
- An example of the message sent to customers who have opted in by texting START. You must include your business name and disclaimers about messaging and data rates, and about messaging frequency.
- Example: “Hello! Thanks for agreeing to receive messages from Phone.com Inc. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for assistance.”
Response to a HELP Request
- An example of the message a customer will receive if they text HELP to your business.
- Example: “For assistance, please call Phone.com INC., at (555) 555-5555. Reply START to opt into future messages. Reply STOP to opt-out."
Opt-out Message
- An example of the message sent to customers who have texted ‘STOP’ to opt out. You must include your business name as part of the message.
- Example: “You have successfully unsubscribed. Phone.com INC., will no longer send you text messages. You may reply START to restart them at any time.”
Please note that depending on your use case, you may or may not be utilizing opt-in / keywords or an opt-in message. However, TCR requires these fields, and you should put in information that matches your current implementation or what a future implementation may look like if you choose to use SMS in a way that requires these in the future. Failure to fill this out with industry-recognized keywords and appropriate messaging will result in your registration being rejected.
Campaign Messages
Sample messages are used by the carriers to identify your typical messages and flag those that are out of character. It is important to provide sample messages that accurately reflect those your contacts will receive. You should also include any links that you plan to send via SMS. Keep in mind that link shorteners such as bit.ly are not allowed.
These should be specific to your business/use case and accurately reflect the messages that you’ll be sending. They must also include the business name, “STOP” and “HELP” language. See examples below for reference:
Sample campaign message (1of 2):
This is Phone.com INC., your Order Number is Order 1234. Reply STOP to opt out, HELP for assistance.
Sample campaign message (2 0f 2)
This is Phone.com INC. Please call us at 800- 998-7087 regarding your account. Reply STOP to opt out, HELP for assistance.
SMS Content and messaging policies
Check each box to agree to the SMS content and messaging policies:
Contact Information
Name: Enter the name of the administrative contact for this submission.
Email: Enter the administrative contact's email address.
Preview
You will now see a preview of all the information you entered. If anything is incomplete or incorrect, go back to that step and correct it now. Campaign verification fees are non-refundable.
Checkout
Review your invoice and submit your order.
Your submission will be reviewed by the third party. This process can take up to two weeks. Phone.com has no control over the speed of this process, nor can we override the TCR's decision regarding Campaign validation.
You will receive an email anytime your Campaign status changes.
Status Management
Payment Failed
If your Campaign is in the Payment Failed status, update your method of payment and then register again.
Navigate to Bill & Pay, update your credit information, and submit your payment.
Return to the Campaign SMS registration, select Review/Edit page and submit your Campaign registration again.
Pending-Review
After submitting your Campaign, the status will appear as Pending during review.
Users will not be able to edit Campaign while they are in a “Pending” status but they will be able to review it.
Rejected
If a Campaign has been rejected you will have the opportunity to edit that Campaign. To edit or review, select the overflow menu to the right of the campaign.
Select “Edit” on the top right side of the screen.
If you edit a rejected campaign only certain fields will be editable as some parts of the campaign will be linked to an approved brand. If you need to change anything affiliated with the approved brand please consider creating a new brand. The only editable fields would be the method in which you obtain customer consent for initial contact, the description for that method and the link to the privacy policy.
Approved
If your Campaign status is "Approved," and at least one number is assigned, you may now send SMS from your Phone.com number.
Delete a Campaign
To delete a campaign navigate to the overflow menu to the right of your Campaign status and select "Delete.”
