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Register Your Brand and Campaigns Using SMS Registration

    Register your brand and campaign(s) to verify phone numbers used to send text messages to consumers.

    Before you begin: The following items are required to complete SMS Registration:
    Attention: SMS Registration is only available in the GoTo Admin portal. Admins who primarily use the PBX Administration (classic) portal will need to complete these steps in GoTo Admin.
    Mobile Carriers in the US are imposing registration requirements on messages sent via application-based services. If businesses are not registered with The Campaign Registry (TCR) they will not be able to send SMS/MMS messages across the mobile carriers’ network. This impacts all U.S. customers, however if the businesses are outside of the U.S. and send a message to U.S. customers they will be impacted as well. This entity was created to ensure compliance with regulations passed by Congress and the FCC to protect customers from robocalls, spam texts, and makes opt-in and opt-outs for messaging an industry standard.
    Note: If you have multiple businesses under your PBX, you will register a maximum of 1 legal entity per PBX.
    1. If you are not already, sign in to GoTo Admin.
    2. Navigate to Phone Systems > SMS Compliance
    3. Review the cost breakdown for SMS registration.
    4. Then select Register your brand.

    Registering your Brand

    A Brand is otherwise known as who is sending a message. This is usually your business or company name.
    1. Enter all company information required:
      Important: Your legal business name and Federal Tax ID must match exactly, or your application will automatically be rejected. All applications are charged registration fees, whether successful or unsuccessful.
      1. Legal company name — This entry must match how your business is registered with the corresponding federal agency that issues your business registration number/EIN/Tax ID (e.g., IRS SS-4).
      2. Brand name
      3. EIN/Tax number issuing country — Enter the country where your business is registered.
      4. EIN/Tax number — Must be the business registration number assigned to your business by a federal agency. For example, in the US, the IRS provides the EIN. Failure to provide your correct business registration number and business name will result in automatic rejection by TCR. If you don’t have an EIN, you’ll need to register for one with the IRS.
      5. Legal form of your organization
      6. Industry
      7. Company website
      8. Contact email
      9. Contact phone number
      10. Business address — Select from the drop-down list. If you have multiple addresses listed, select the address of the legally registered business entity. This address should match the address on your Federal Tax ID.
        Note: If your business address is missing from the drop-down list, select Locations from the left navigation menu to add your business address.
    2. Select Next: Review brand registration.
    3. Carefully review and verify the information is correct and the total cost, then enable the check box to confirm.
    4. Select Submit.
    What to do next: While your brand registration takes a couple of minutes to verify, you can start registering your SMS campaign.

    Registering your Campaign

    A Campaign is the type of use case and/or vertical being sent. Registering a campaign is not an instant process. There is a vetting period of approximately 5-10 business days after it’s been submitted.
    1. Select Register SMS campaign.
    2. Enter all campaign information required:
      • Use case — Low volume is recommended for majority of our customers.
      • Campaign description
      • Opt-in methods
      • Sample messages
    3. Select Next: Campaign options and content.
    4. Enter subscriber opt-in, opt-out, and help keywords and messages.
    5. Optional: Enable additional preferences to help tailor campaigns to your desired goal:
      • Embedded phone number
      • Embedded link
      • Direct lending or loan arrangement.
      • Age-gated content
      • Number pooling
    6. Select Next: Review and submit.
    7. Carefully review and verify the information is correct and the total cost, then enable the check box to confirm.
    8. Select Submit.

      Result: Your brand and campaign registration has been submitted. The brand should be verified within a few minutes however, campaign vetting process can take up to 10 business days. If there are any issues with the Brand or Campaign registration, a Telecom specialist will reach out to the customer to resolve the issue. All your numbers will automatically be associated with the campaign to send SMS.

    9. Optional: If the vetting process is completed, you can delete a campaign by navigating from Phone Systems > SMS Compliance and selecting the trash can icon next to the campaign. Once the campaign is deleted, you can delete the brand following the same process.
      Note: If you intend to use SMS in the future, do not delete your brand and campaign. Otherwise, you will have to re-register and incur the one time registration fees again. Once deleted, your organization will no longer be compliant with industry regulations. This means your business SMS messages might not be delivered reliably and carriers may choose to block your message.
    What to do next: Set up your SMS permissions while you wait for your brand and campaign registration to complete.
    Article last updated: 19 April, 2023