10DLC SMS Campaign Registration

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10DLC SMS Campaign Registration

A SANCTIONED ENVIRONMENT
“TCR™ collaborates with mobile operators and messaging companies to facilitate the registration of Non Consumer business text messaging Campaigns. Our registry fosters a sanctioned 10 Digit Long Code (10DLC) text messaging Campaign ecosystem, offering transparency into messaging origins and content. This enables mobile carriers to deliver a more dependable and straightforward messaging service for Campaign Service Providers (CSPs), and ultimately Brands.”

~The Campaign Registry

10DLC SMS Campaign Registration

The Campaign Registry (TCR) is the centralized hub organized by the major mobile carriers. These mobile carriers have set industry standards mandating that all businesses desiring to send SMS messages from their 10DLC business numbers must register a brand for their company and create a campaign to register their use case. This campaign is then assigned at the carrier level to their desired telephone number(s). The TCR’s goal is to identify and block unregistered traffic in an effort to reduce spam and junk messaging to cell phones.  Legitimate businesses must register their brand (company information) and create campaigns for their messaging use cases.  The mobile carriers will only deliver business messages to their mobile customers when the messaging traffic has been sent with an approved campaign assigned.  Traffic with no campaign assigned is not delivered.

Creating Your Brand and Campaign

Inventive Labs Corp is a registered CSP (Campaign Service Provider) at the TCR and we provide SMS services for all of our products.  All of our new or existing customers desiring SMS services must create a Brand and Campaign in order send outbound messages on our platform. If you are a new customer, you can let us know your outbound messaging needs and we will determine the type of campaign to select to achieve the messaging throughput you need. We’ll make sure you are comfortable using our customer portal and answer any questions you may have.

How long does this take?

Messaging cannot be enabled for your ported or provisioned numbers until a campaign can be assigned.  Please anticipate delays in enabling SMS services for your company or your newly onboarded customers.  We recommend that you build a 7 – 14 day delay for SMS services into your onboarding timeline and make sure you set appropriate expectations on when SMS will be enabled.

Pre-Requisites to Submitting Your 10DLC SMS Campaign Registration

Company Requirements

Your business must have a Federal Employer ID Number (EIN) under which you file your taxes.  If you file taxes under your Social Security Number, your business is not eligible for a messaging campaign. Instead, consider utilizing a toll free number for your business messaging.  Please refer to our article: Toll Free Messaging Verification

Campaign Pre-Requisites

During campaign approval, the messaging aggregator will review your campaign submission and your website to determine if,

    • you obtain appropriate consent when you collect a mobile number,
    • you protect the mobile information you collect,
    • your website provides the required disclosures,
    • your messages contain the required disclosures, and
    • your messages reflect your use case.

Your campaign will be denied if they feel your business does not meet these messaging standards.  Having everything in order prior to campaign submission will help you gain campaign approval faster.

Opt-In Consent

Your message recipients must opt-in to receive your business messages.  Consider who you will be messaging, how you will obtain their phone number, and how you will gain consent to message them.

Consent cannot be shared, sold/bought, or transferred to additional services or senders. In other words, you can buy a list of phone numbers that you’d like to message but any consent they gave to the other entity doesn’t transfer to you.  (Alternatively, if you share phone numbers with an affiliate, the consent you received does not transfer with the numbers.)  You will need to implement an approved method for gaining your own consent from those you wish to message.

Approved Methods

Businesses collect their prospects, customers, or patients’ mobile numbers in a variety of ways, so make sure you clearly explain each method that you use and how you gain consent for each method.   This consent explanation goes in the Call To Action & Message Flow section on your campaign form.  Your opt-in methods will be verified by the carrier’s messaging aggregator during the campaign approval process by reviewing the screenshots you submit and by a website review.

Opt-In Documentation

You must provide a screenshot of one example of how you obtain consent, like a contact webform, CRM screenshot showing consent documented, consent section of services contract or patient intake form, etc.  Please provide a URL to your opt-in screenshot(s) or include images with your campaign submission.

Consent Examples

The following table shows a list of approved opt-in methods and the opt-in documentation that is required.

Voice/IVR Opt-In You may collect a phone number and messaging consent verbally over the phone or by IVR.  Explain where you record this consent when granted. Provide a screenshot of the script or CRM record.
Keyword or
QR Code Opt-in
Provide your keyword(s). Explain where prospects might find your Keyword or QR Code.  Provide a screenshot.
POS (Point of Sale) Explain how the phone number and consent is granted and recorded at POS.  Provide a screenshot of the consent portion of your POS.
Paper form This includes hiring paperwork, patient intake form, services contract, etc. Explain how you use a paper form to gain consent. Provide a screenshot of the consent portion of this form.
Webform Explain how you use a webform to gain messaging consent, like a Contact Us form, newsletter signup form, etc.)  All webforms that require a phone number must contain a consent statement on the webform.*  Make sure your consent statement clearly states the full disclosures and required links as explained in the Website section below.

*We recommend that you obtain express consent on your webforms by disabling the submission button until they check the consent checkbox. This ensures that all submissions you receive have granted consent.

Website Pre-Requisites

Making your website compliant for business messaging is a critical component to campaign approval.  We know it’s a big request to make any changes to your website, but it is a necessary step.

1. Privacy Policy

The Campaign Registry requires that:

  1. Your website must have a link to your Privacy Policy.
  2. The link must be in an easy-to-find location.
  3. Your policy must contain the following declaration that explains how you protect the mobile information and consent that you collect.

Please add the following language to your policy:

By providing your wireless phone number to [insert your company name], you agree and acknowledge that [insert your company name] may send text messages to your wireless phone number. Message and data rates may apply. Message frequency may vary. You may opt-out at any time by replying “Stop”.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Notwithstanding any other statement within this privacy policy, originator opt-in data and consent will never be shared with any third parties.

2. Terms and Conditions:

The Campaign Registry requires that:

  1. Your website must have a link to your Terms and Conditions (aka Terms of Service or Terms of Use).
  2. The link must be in an easy-to-find location.
  3. Your Terms and Conditions must include each of the following SMS disclosures:
    • the types of messages consumers can expect to receive
    • texting cadence
    • message and data rate notices
    • Privacy Policy link
    • HELP information
    • opt-out instructions

You may simplify this into one concise paragraph if you wish, but you must include each element.  For example:

[Company Name] offers complimentary SMS text messaging services to help you stay informed with important account or product related topics that need your attention. You might receive account updates or product information. [Company Name] offers this service at no extra charge. Message frequency may vary. Standard message and data rates may apply. Your consent to receive these marketing text messages is not required as a condition of purchasing any goods or services from [Company Name]. Texts may be sent using an automatic telephone dialing system.

  1. If your business already has a Terms and Conditions document, please add the messaging language to it. If you do not have a Terms and Conditions statement, you must create one that meets industry standards.

3. Webforms

If you collect a phone number anywhere on your website (on a contact form, quote request, point of sale, etc.), then your form must contain consent language and messaging disclosures.

The formula for consent is: Business name, consent authorization, message frequency, cost, opt out instructions, link to Privacy Policy, and link to Terms and Conditions.

Examples of a webform consent statement:

□ I consent to allow [BUSINESS NAME] to send text messages to my wireless phone number. I understand that message frequency may vary, mobile message and data rates from my cell phone carrier may apply, and I may opt-out at any time by replying “Stop”.  Privacy Policy and Terms and Conditions.

Or:

By submitting my information on this form, I understand that I am consenting to receive text messages and voice calls where frequency may vary, and message & data rates from my cell phone carrier may apply. I understand I can opt-out at any time by replying StopPrivacy Policy and Terms and Conditions.

4. No Website?

If your business operates without a website, you must still have an online presence for your business.  TCR requires that you provide a URL to a platform where you have a business profile.  For example, you might have a business listing on a directory site like Yelp, or a business profile on a social media platform like LinkedIn, Instagram, YouTube, Facebook, etc.

  1. On that platform, you must find a way to implement all the above website requirements.
  2. Your profile/listing must demonstrate to TCR the legitimacy of your business. It must clearly explain the products and services you provide.
  3. You must have a Privacy Policy and a Terms of Service either in a post you pin to the top, or in your profile’s About

5. Prohibited Content

The following types of content are prohibited for business messaging:  Sex, Hate, Alcohol, Firearms, Tobacco, and Cannabis—also known as SHAFT-C or Severity 0 message content.

Not only is this content prohibited from all messages that you send, but this content is also prohibited on your website or social media platform.  During campaign review, if any content is found in these categories, the campaign will be rejected.

Mobile carriers will suspend or revoke your campaign if you send messages containing SHAFT-C content.

Customer Record (CRM) Best Practices

We advise that you always document the consent response you receive in their customer, patient, or prospect record.  Record opt in and opt out. Only send messages to people who want to receive messages from you.  Mobile carriers track STOP requests and phone numbers reported as SPAM or JUNK.  When a mobile carrier blocks your messaging phone number, their block is very difficult to remove.

Protect your number from blocking by only messaging those who want to receive your texts.  Good recordkeeping will help you accomplish this goal.

Creating your Brand

Legal Company Name & EIN:  The most critical piece involved in creating your Brand is making sure your Legal Company Name and EIN match what is on file with the IRS.  Your Legal Company Name and EIN can be found on your CP575. This is the document that your business received from the IRS / Department of Treasury upon successfully registering your business and receiving your Federal Tax ID number.  Note that this is your Federal Employer Identification Number, not any State ID number or any other corporate registration ID.  It is the number with which you file taxes with the IRS.

If Legal Company Name and EIN do not match, the brand submission will fail.  There is a brand submission fee assessed by TCR each time the brand is submitted. We pass these fees through to you.  To avoid these additional costs, we encourage you to be deliberate in confirming this information prior to submission.  If your brand submission fails but you have confirmed that the Legal Company Name and EIN are correct, you have the option to submit the brand for a more comprehensive brand verification at an additional fee of $40.

 

FAQs from The Campaign Registry

Why do I need to provide the EIN of the Brands that I register?

When you add a Brand to your CSP profile, we require you to enter its EIN (Sole Proprietors are excluded). This allows TCR to verify the identity of the Brand, which is a requirement for any campaign to be registered on 10DLC. It is crucial that the EIN matches the legal company name of the Brand you are registering for it to be correctly verified.

How can I be sure to enter the correct EIN/ Tax ID to have my Brand “Verified”

Tax ID number is used in conjunction with the company’s name, address, and other information to ensure we perform a background investigation on the correct company. The following guidance will provide the best recognition opportunity for your company.

United States If you are a US company or a foreign company with a US IRS Employer Identification Number (EIN), please enter that nine-digit number in the EIN field and ensure that your legal company name is consistent with your IRS registration and is properly spelled. The address you enter should also be the same as that used in registering with the IRS.

~Campaign Registry, FAQ

Tips for Creating Your Messaging Campaign

Upon successful brand verification, you can move forward to create your campaign.  You will need to determine how you will describe your messaging campaign, your Call To Action and Message Flow (which includes a detailed explanation of how you receive opt-in consent from your clients/customers), and Sample Messages.

Campaign Description

Describe the overall intent and purpose of your business messaging as it pertains to your Use Case(s) and business vertical type.  For example, you can explain a little about your business, how messaging will help with your use case, and what kinds of communication will you send and how often.

Call To Action / Message Flow

Describe your opt-in process and how your customers/patients/prospects give their consent to receive text messages from you. Include your reason to text links or phone numbers. Explain the type of links that you will send. If your use case is marketing, you must demonstrate your process to acquire Express Consent.

Sample Messages

1.  Welcome Message, or First Message Sent:

Your business must send an initial message to the recipient that confirms their consent to receive your messaging.  This opt-in confirmation message must contain the following elements: business name, type of message being sent, message frequency, cost, help, and stop.

Opt-In Confirmation Examples:

Thank you for signing up for our newsletter from ABC Repair Shop. Message frequency is weekly. Msg & data rates may apply Reply HELP for our contact information. You may unsubscribe at any time by replying STOP.

You have opted in to receive appointment and billing reminders from ABC Local Dentist. Msg frequency varies. Msg & data rates may apply. HELP = help  STOP = stop

You have consented to receive VIP Bridal Tips from Jane’s Bridal Shop. Message frequency is once daily. Message and data rates may apply. Reply HELP for help and STOP to end messaging.

Thanks for enrolling in ABC Bakery’s reward program. We will occasionally send you coupon offers, holiday specials, and reward points accrued. Mobile message and data rates may apply. Message frequency varies. Reply HELP for help and STOP to opt out.

Establish internal messaging procedures so that you send this First Message before you start sending your standard messaging content.

Subsequent messages sent to the recipient do not need these full disclosures.

This First Message must be included on your campaign form in the sample messages.

2.  Additional Sample Messages:

Your sample messages must demonstrate your use case.  For example, Customer Care is our most often selected Use Case for business messaging.  This can encompass many types of messages, like appointment reminders and confirmations, billing reminders, birthday greetings, conversational responses, requests for feedback/surveys, etc.

You don’t need to provide samples for every kind of message that you will send. Instead, consider:

  • what you send most often, and
  • what will demonstrate your use case most effectively.

Messages containing a link: If your messaging process involves texting out a link (e.g., to a document, to a webpage, or a customer survey), then you must provide a sample message to demonstrate how you send a link in an appropriate way for your use case.  Mention your purpose for sending links in your campaign description.

Message Content Examples:

Thanks for subscribing to our [company name] newsletter! Message frequency is weekly. Message and data rates may apply. You may opt-out at any time by replying Stop. Click this link to read our latest issue: [URL to newsletter]

Hi [patient name], it’s [healthcare office] reminding you that your [appointment type] is coming up on [date] [time].  Reply Y to confirm or N to change your appointment. Questions? Call us at [phone number] M-F 8am-6pm.

[My Business]: Hi [client name], this is [rep name] working on your [task]. Please email me your signed documents at [email address]. Please call me if you have any questions at [phone number]. Thanks!

 

Campaign Review

When you submit your campaign, it goes into a queue to wait for review by the messaging aggregator.  They will review your website to verify that the information entered on your brand and campaign matches your published website information.  They will review your published policies for how you manage the information you collect and protect the privacy of your customers. Additionally, they will review your campaign intentions, goals and messages.  Your opt-in process will be scrutinized to make sure you are receiving the level of consent needed for your use case. Your sample messages must fit your use case.  This process takes 5 – 7 business days to receive a campaign response.

If your campaign is rejected, a reason is provided and we will work with you to correct the issues that were raised. Campaigns can be resubmitted multiple times, however please be aware that there is a campaign submission fee each time the campaign is submitted and we pass these fees on to you.  To avoid these additional costs, become familiar with appropriate messaging requirements, complete the pre-requisites listed above, establish proper procedures to obtain consent, and clearly communicate this in your campaign language.

Campaign Approval

Once your campaign is approved, you can then assign this campaign to your company’s outbound SMS number(s). Your campaign can be assigned to 49 phone numbers. (This is the TCR’s definition of ‘up to 50’ phone numbers.)

One a side note, your brand may also have more than one campaign.  You may wish to have one campaign for Customer Care, another for Employee Communication, another for Marketing, etc.

We Value Your Privacy

We understand anyone’s hesitancy to share their corporate information. However, we must obtain this information in order to provide SMS services for your 10DLC numbers. Inventive Labs Corporation (Voice Elements Corporation) carefully protects the privacy of all of our customers and their end users. The information we obtain for TCR brand and campaign creation is used solely for that purpose.  We take special care of our customers’ privacy and follow FCC CPNI rules to protect your personal data.  See Voice Elements Privacy Policy.

Toll Free Verification

There is an entirely separate process to verify your Toll Free numbers (TFNs) that send outbound SMS messages. Messages sent from unverified Toll Free numbers are not delivered.  Please see our article Toll Free Messaging Verification to learn how to submit your TFNs for verification.

Questions or Concerns?

For detailed information about how to register your Brand & Campaign in our customer portal, please Contact Us.

If you have any questions or concerns about this process, please don’t hesitate to reach out to us.

If you have questions for our development team, please reach out and schedule an appointment.  Let’s explore your communication needs and how we can help!

Messaging Industry Resources

The Campaign Registry
Website:  https://www.campaignregistry.com/
Introduction to the Campaign Registry: https://www.campaignregistry.com/wp-content/uploads/TCR-Intro_V4-2.pdf

CTIA Messaging Principles and Best Practices
https://api.ctia.org/docs/default-source/default-document-library/170119-ctia-messaging-principles-and-best-practices.pdf

MMA Best Practices
https://www.mmaglobal.com/files/bestpractices.pdf

M3AAWG Best Practices
https://www.m3aawg.org/sites/default/files/m3aawg-mobile-messaging-best-practices-service-providers-2015-08_0.pdf

Telephone Consumer Protection Act (TCPA) Omnibus Declaratory Ruling (FCC 15-72)
https://apps.fcc.gov/edocs_public/attachmatch/FCC-15-72A1.pdf

FTC Truth in Advertising
https://www.ftc.gov/news-events/media-resources/truth-advertising

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