This complete guide to local number text messaging registration will walk you through what is required for each field.
To help our customers meet the registration requirements for text messaging from local numbers, Phone.com has created the SMS Enrollment portal. We collect Brand and Campaign information and send it to The Campaign Registry for validation and approval.
The Campaign Registry has very strict requirements for Brand and campaign approval. If your Brand or Campaign is rejected, you will need to re-register it and pay additional fees, so it is important to be precise when entering data. This article will provide information and examples for each field.
To get started, log in to My.Phone.com with Admin credentials and select "SMS Enrollment" from the left menu.
Before you begin:
- Make sure you have a valid EIN or Canadian Business Number and that you have the correct legal name registered with the federal agencies.
- Make sure you have a valid method of payment on file with Phone.com.
Click +Add a new brand.
Brand name: This will be the name for your Brand's registration. You can use your Legal business name or a DBA name.
Legal business name: This is the legal name that must match exactly what is on your EIN document from the IRS or your Canadian Business Number document.
You must type the name exactly as it appears on these documents, including punctuation, or it will be rejected by The Campaign Registry. Do not use your DBA name in this field. The legal name may be different than what appears on your tax return.
Country of registration: Only customers located in the United States or Canada are eligible for registration.
Federal business ID (EIN for US, Business # for CA): This is either your US federal Employer Identification Number (9 digits) or your Canada Business Number (9 digits). Use numbers only, no dashes.
Do not use a Social Security Number or other business ID issued by a state or province.
Verticle: Select the industry vertical that best matches your business type. It should align with what you submitted to the IRS or Canadian government when you received your EIN or Canadian Business Number.
This article may help you find the right verticle if you are unsure.
Stock Symbol: If you are publicly traded, please enter your ticker symbol. If you are not publically traded, you can skip this field.
Business type: Please select your business type.
Business Address & Contact Information
Business address: Use the business address on file with the IRS or the Canadian government.
Primary business phone: This should be a verifiable business phone number.
Support phone number: This should be the phone number your customers can call for support. It may be the same as the primary business phone.
Business Website: Enter the full URL for your business. If your business doesn't have a website, you can use a social media page, such as Facebook or LinkedIn. If you have none of these properties, you may skip this field.
Support email: Enter the email that your customers can use to get support.
Business Payment Confirmation
Once you have completed the business information, you can review the registration fee and accept the terms. Then click Submit.
Brand registration is usually immediate. If your Brand shows in a "submitted" or "pending" status, your method of payment may have failed for some reason. Update your method of payment and then register again.
If your Brands status is "rejected" or "unverified," The Campaign Registry has rejected your submission. This is almost always because the legal name entered does not match the IRS EIN or Canada Business number exactly. You will need to find the correct legal name and register again.
If your Brand status is "approved," you can move on to Campaign registration. Campaign registration is necessary even for conversational text messaging.
The Campaign Registry 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
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."
Campaign description: Describe how you will use SMS messaging. For example, "I will send product and service updates to contacts who have opted-in to receive this information."
Be as specific as possible.
There is a minimum of 40 characters for this field.
How are you planning to use SMS services? Of the available options, select up to five that describe how you will use SMS. Most of our customers choose Customer Care or Conversational.
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.
Opt-In Keywords: These are the words a contact can text to opt-in to receive messages from you. Industry standards are Start and Subscribe. Most of our customers use one of these.
Opt-In Message: This is the message that a contact will receive after they opt-in to receive messages via text. It must be between 20 and 320 characters. Ideally, it will include the name of your business. For example, "Thank you for subscribing to text messages from ACME Inc. Text STOP to opt-out at any time."
Opt-out keywords: What words can a contact send to stop getting messages from you? The carriers require you to support STOP and UNSUBSCRIBE, so please be sure to include both.
Opt-out message: What message will the recipient get after opting out? There must be between 20 and 320 characters. Ideally, it will include the name of your business. For example, "You have opted out of text messages from ACME Inc. You will not receive any more messages unless you opt back in by replying with SUBSCRIBE."
Help keywords: What words can a contact type to get support or more information from your business? Most of our customers use HELP or INFO, which is the industry standard.
Help message: What message will the contact receive after texting your help keywords? It must be between 20 and 320 characters. Ideally, it will include the name of your business. For example, "Thank you for contacting ACME Inc. customer support. A team member will contact you soon."
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.
Message flow: Describe how your contacts indicate that they want to receive text messages from you. For example, you may say, "People who visit our website can fill out a contact information form and click a box that says they want to receive text updates." If people opt-in in person or over the phone, you can describe how you collect their information and record that they've opted into text messaging.
The Campaign Registry is most likely to approve your Campaign if you provide a link to a website form that lets people opt-in to receive text messages. If you don't have one, be very specific about how people opt in. If, for example, your contacts fill in a paper form, it is best to upload a picture of it and provide a link to that image. The more detailed and better documented your message flow, the more likely your Campaign will be approved.
Enter up to three (3) unique examples of text messages. You must have at least one sample message between 20 and 1,024 characters. Enter one sample for each type of text you send. For example, if you send appointment reminders and service updates, enter one example of each. It is best to include your business name in each message. For example:
"Hello, Ms. Jones. This is a reminder that your Bob's Pools technician will service your pool on Thursday at noon."
"Hi, Fred. I've confirmed that your order will arrive on Friday afternoon. Thank you for choosing Floors-R-Us for your ceramic tiles."
"Great news from Beutify Salon! We are offering 20% off highlights for the next 30 days. Text, APPT and we'll contact you to set your appointment."
SMS content and messaging policies:
Check each box to agree to the SMS content and messaging policies:
CTIA A2P guidelines compliance:
You can read more about these industry messaging standards at the CTIA website.
Name: Enter the name of the administrative contact for this submission.
Email: Enter the administrative contact's email address.
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, and you can not change your entry once you submit it. If your campaign is rejected, you will need to create a new one and be subject to an additional Campaign validation fee.
Review your invoice and submit your order.
Your submission will be reviewed by The Campaign Registry. 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.
Once your campaign is approved, navigate to Numbers With Texting.
Click + Add New Number
Select from your approved Campaigns
Choose a number to connect with your Campaign. You can connect up to 49 numbers with each Campaign. If you have more than 49 numbers per Campaign, please reach out to our team for assistance.
Each number can only be connected to one campaign.