New compliance rules around text messaging went into effect on September 1, 2023. All businesses using numbers for outbound text messaging are required to register their business with the Campaign Registry (TCR) and be in full compliance with text messaging laws and best practices.
Please note: if you are an agency, we recommend reading this article for information geared toward agencies.
Completing the registration form does not guarantee your business will be approved. Please ensure your business practices, website, and text messaging protocols are up to date before submitting to ensure successful registration.
In this article, we'll cover all the information you’ll need to successfully register your business. We recommend reviewing the list below before proceeding with registration. When you're ready, click here to fill out the initial registration form.
Want more information about The Campaign Registry, A2P 10DLC, and the registration process? Check out these articles to learn more:
- Text Messaging Compliance overview.
- Text Message Compliance (10DLC) regulations and guidelines.
- Text Messaging Compliance FAQs.
You can also review Twilio's documentation for campaign and brand approval best practices.
What do I need to do?
During your 14-day free trial
You’ll be unable to text during your 14-day free trial.
After your 14-day trial
Once you’re ready to complete the Text Message Compliance Registration for your business, use the link to begin the registration process. Registration requires a few pieces of business information. Once you submit this information, we will complete the registration for you.
This registration includes a one-time registration fee ($19) and a nominal monthly fee ($1.50) based on your outgoing text message volume. After July 31, 2023 these fees will be passed through to TCR and will begin to appear on your invoice once your registration is confirmed.
If your initial registration is rejected due to missing information, incorrect information, or non-compliance, you will be charged an additional one-time fee for each resubmission required. If you have questions or need assistance during the application process, please reach out to our Support team.
What will I need to register?
Providing CallRail with the necessary business information requires you or another person authorized to make decisions on behalf of the company to fill out a short form. You'll need to submit the following information with CallRail as soon as possible in order to ensure your business can be verified and registered by TCR before the August 31st deadline.
- First and last name.
- Email address.
- CallRail account number.
- Legal business name.
- Business address.
- Business identifier (EIN for businesses based in the United States, or CBN for businesses based in Canada): If your business wants to send text messages, including the use of automated lead response to send a text message in response to a missed call or form submission, you’ll need to provide your legal business name and your business identifier.
- Business website: you’ll need to provide the website associated with your business. If you don’t have a standalone website you can use a social media page like Facebook or Yelp but you must provide a link to some web presence that is associated with your business. Do not use www.callrail.com or any related CallRail URLs as these will be rejected.
- Consent to receive messages: individuals must consent to receiving messages from your business. This consent can be gained verbally, digitally, or in person. If you send texts to remind customers of appointments or respond to inbound text inquiries, make sure your phone scripts or initial text responses include language that collects consent from the lead or customer to receive text messages from your business. You only need to gain consent once, but you should keep a record of it for the future. For more information and examples on opt-in language, please refer to our text messaging regulations and best practices and opt-out and opt-in for text messaging documentation.
- Online opt-in consent for messaging: If your website collects contact information that includes phone numbers, this form or page must include an explicit text message opt-in statement that confirms consent. If you collect phone numbers on your website and do not collect explicit consent to text on that page, you will not be able to register your business. For more information and examples about opt-in language, please refer to our text messaging regulations and best practices and opt-out and opt-in for text messaging documentation.
Opt-in keywords: please provide a list of the keywords that customers can use to start receiving text messages from your business. For example: "Subscribe" or "Start". If you don't support opt-in via text, you can leave this section blank.
To learn more about opt-in language, click here.
Opt-in message: please provide the auto-reply message that customers will receive after opting in to receiving text messages from your business. The auto-reply message should include:
- Your business (brand) name.
- A confirmation of the customer's opt-in enrollment.
- A keyword for how to get help.
- A clear description of how to opt-out of receiving text messages.
If you don't support opt-in via text, you can leave this section blank.
- Region of operation: choose all the regions where your company does business.
- Business type: choose the option that best describes your business.
- Industry: choose the industry type that best suits your business.
- Company status: let us know if your company is publicly traded or a private entity.
- Stock ticker: if your business is publicly traded please enter the stock ticker.
- Campaign description: a campaign identifies any use case you have for sending text messages to leads or customers. For example, if you want to send out appointment reminders via text, your campaign would be “appointment reminders”. Companies can have several campaigns. Make sure you list all of your text message use cases.
- Message samples: provide two samples of the messages you want to send. This helps us understand how you’re using text messages to interact with your customers. These samples should be similar to the typical messages you send. If you listed more than one campaign description use case, it’s advisable to use sample messages that have different use cases.
Once you’ve submitted the form, CallRail will confirm the information matches our data, add technical specifications around your use of texting and send the information to our text messaging partner Twilio and TCR. Twilio and TCR will verify your business information (brand) first, and then your text message usage and processes (campaign). If your brand and campaign are verified, you will be added to the list of businesses verified and approved for outbound texting. Mobile carriers use this list to allow or deny messages to their customers.