10DLC: Create a Campaign
Table of Contents
Scope
Intended Audience: All End Users
This article outlines the steps and requirements to create a campaign. In the context of A2P/10DLC, Campaign refers to 'Use Case' while Brand refers to a 'Company Entity.' Campaigns are needed to assign SMS numbers for 10DLC to allow A2P Messaging.
Requirements
- Office Manager Access to Manager Portal or Higher
-
Existing Brand
NOTE: The brand must be verified before a campaign can be assigned - Determine a Use Case
Before Creating a Campaign
Please review the 10DLC Campaign Tips and Guidelines first to have a higher chance of getting the campaign approved.
Create a Campaign
- Log in to the Manager Portal
- Select Integrations at the top right
- Select CSP Campaign Registry
- Navigate to the Campaign tab
- Click Register Campaign
- Select the previously created brand
- Select the use case as determined in requirements and click Next
- Click Next
- Complete the following fields:
- Vertical: Choose the vertical in which the business operates
- Campaign Description: Enter a description of what the campaign will be used for (appointment reminders, support communication, etc)
- Call-to-Action/Message: List all the ways customers may opt-in to receiving text message notifications (by texting the phone number, agreeing to it on the website, calling in, etc)
- Sample Message 1: Enter an example of a text message that will be sent to the client
- Click Next
- Make sure the following boxes are checked:
- Subscriber Opt-In
- List the opt-in keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
- Client opt-in message should be 20 characters max
- Subscriber Opt-Out
- List the opt-out keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
- Client opt-out message should be 20 characters max
- Subscriber Help
- List the help keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
- Client opt-in message should be 20 characters max
- Subscriber Opt-In
- Click on “I confirm that this campaign will not be used for affiliate marketing” then click Save
- A confirmation message will appear and the campaign will be listed in Pending status. Once the campaign is approved, an email notification will be sent and users can assign an SMS number to the campaign
NOTE: Campaigns require manual vetting by carriers, which can take 5 business days or more.
- For campaigns that require modifications, especially those declined. Once the campaign with modifications has been resubmitted in the portal, please send an email to ports@oit.co to import the changes to our carrier. Example subject line: Import Campaign Changes - <campaign ID>.