The registration process will take place in various phases. You can check the progress in the Manager Portal. The steps will be:

1. Create a brand
2. Create a campaign
3. Assign number to a campaign

While a company may have multiple of each, a company generally has one brand and one campaign. 

Timelines

Brand approvals can take up to four business days depending on the campaign use case. 

Campaigns must be approved by both TCR and the underlying carrier to which the SMS number belongs. Campaign approval by TCR can take up to four business days. Approval by underlying carriers is expected to take up to 5 business days normally, however, due to the volume of requests as providers work to get all of their campaigns registered, we have been advised that this process can take up to 3 weeks. 

Once a campaign has been approved by both TCR and the underlying carrier, SMS numbers assigned to the campaign can be used immediately. 

This is the first step in the process and is only needed once for each business entity. TCR validates the EIN, Legal Company Name, and Legal Company Address with third-party independent sources and confirms the existence of the Brand with a verification “Status” (Verified/Unverified). Being a “Verified” Brand is a requirement to message on 10DLC, and Identity Verification is a crucial step for each registered Brand. We suggest paying close attention in entering correct and up-to-date information to allow the Brand to be swiftly verified. Upon Brand verification, TCR will assign available Classes (AT&T) or Tiers (T-Mobile) according to whether or not a verified Brand is part of the Russell 3000 list. Verified Brands who are not part of the Russell 3000 list can improve their Class/Tier assignment through vetting. TCR provides the ability for “Vetting” of Brands to gain access to special use cases or improve quality of service. Campaigns cannot be created until a Brand has been Verified in TCR.

All businesses will need the information below to register a brand. Public companies, charities/non-profit organizations, and sole proprietors have additional requirements which are listed below.

• Legal company name
• Country of registration
• Employer ID Number (EIN)/Tax ID
  NOTE: For Sole Proprietors, only Reference ID is needed, not EIN.
• Address
• Vertical
• Website
  • A website must be included in the brand registration. If unavailable, provide an alternative online presence, such as a social media page or Google search result link.
• Contact Details
• Stock symbol
• Stock exchange 
• Reference ID
• First/Last Name
• One campaign is allowed per Brand, with a maximum of 5 associated TN.
• Standard use cases are not available for Sole Proprietor brands
• 1000 msg/day limit (T-Mobile) and 15msg/minute limit (AT&T) per Campaign.

1. Log in to the Manager Portal
2. Select Integrations at the top right
   
3. Select CSP Campaign Registry
   
4. Click Register Brand
   
5. Complete the requested fields
   1. Type of Legal Form
   2. Country of Registration: The country where the company is located
   3. Legal Company Name
      NOTE: This is not needed for Sole Proprietors
   4. DBA or Brand Name (Optional)
   5. Tax Number/ID/EIN Issuing Country
      NOTE: This is not needed for Sole Proprietors 
   6. Tax Number/ID/EIN
      NOTE: This is not needed for Sole Proprietors
   7. Alternative Business Identifier Type (Optional): Users can choose to provide a DUNS, GIIN, or LEI number for additional verification
   8. DUNS or GIIN or LEI Number (Optional): Users can choose to provide a DUNS, GIIN, or LEI number for additional verification 
   9. Vertical Type: The market in which the business operates
      NOTE: This is optional for Sole Proprietors
   10. Reference ID: Client's domain name
6. Click Next
   
7. Complete the following fields
   1. First Name (Sole Proprietors Only)
   2. Last Name (Sole Proprietors Only)
   3. Email: The email address will receive a verification notification once the brand is created
   4. Phone Number
   5. Address
   6. Website
   7. Domain: Enter the client's domain name as needed
   8. Stock Exchange (Publicly Traded Companies Only)
   9. Stock Symbol (Publicly Traded Companies Only) 
8. Click Save
   
9. A confirmation message will appear and the brand will be listed in Pending status. Once the brand is approved, an email notification will be sent, and users may proceed with creating a campaign
   

This step involves registering a "Use Case" for which the numbers will be used and requires several pieces of information. SMS numbers within a campaign may only be used to send messages relevant to the use case selected. Refer to the Campaign Registration Tips section for reference while completing the below steps.

1. Log in to the Manager Portal
2. Select Integrations at the top right
   
3. Select CSP Campaign Registry
   
4. Navigate to the Campaign tab
   
5. Click Register Campaign
   
6. Select the previously created brand
   
7. Select the use case as determined in requirements and click Next
   
8. Click Next
   
9. Complete the following fields:
   1. Vertical: Choose the vertical in which the business operates
   2. Campaign Description: Enter a description of what the campaign will be used for (appointment reminders, support communication, etc)
   3. 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)
   4. Sample Message 1: Enter an example of a text message that will be sent to the client

1. Click Next
   
2. Make sure the following boxes are checked:
   1. Subscriber Opt-In
      1. List the opt-in keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
      2. Client opt-in message should be 20 characters max
         
   2. Subscriber Opt-Out
      1. List the opt-out keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
      2. Client opt-out message should be 20 characters max
         
   3. Subscriber Help
      1. List the help keywords in CAPITAL LETTERS. List one word and press enter. Max of 6 words
      2. Client opt-in message should be 20 characters max
         
3. Click on “I confirm that this campaign will not be used for affiliate marketing” then click Save
   
4. 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.
   
5. For campaigns that require modifications, especially those declined. Once the campaign with modifications has been resubmitted in the portal, please send an email to telco services or support to import the changes to our carrier. Example subject line: Import Campaign Changes - <campaign ID>.

In this step, SMS numbers will be assigned to the related campaign. You can have multiple Telephone Numbers (TNs) associated with one Campaign, however, you cannot have multiple Campaigns associated with a TN. 

1. Log in to the Manager Portal
2. Navigate to Inventory
   
3. Select the SMS Numbers tab
   
4. Edit the desired number
5. Select the campaign and click Save
   
6. Once the campaign has been approved, users can send and receive SMS/MMS messages normally

All message senders must have an acceptable Privacy Policy when registering 10DLC campaigns. The most important aspect of the Privacy Policy mandates clearly describing how consumer data will be used and shared (if applicable), and how consumers can contact the message sender. A compliant Privacy Policy for 10DLC messaging should include the points below to help ensure that campaign registration and vetting are successful.

Please also ensure you are linking to your privacy policy and terms and conditions in the Campaign Details section when registering your campaign. This will allow for quicker location of these items resulting in a more streamlined vetting process.

Consent
When a campaign is being vetted, the language presented in a sender's Privacy Policy is heavily scrutinized to ensure the message sender doesn't improperly claim to have the consumer’s consent to share end-user data with third parties for marketing purposes. While it's permissible for a business to share end-user data essential for business operations, the fundamental practice of sharing data to sell consumer information (leads) to third parties is a prohibited campaign type and will be rejected.

Privacy Policies are reviewed during vetting to ensure consumer data isn't transferred among various organizations. To successfully address these requirements, we recommend adopting and including a process in the Privacy Policy that demonstrates senders will refrain from sharing information consumer data.

Example: "Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."

Opt-out instructions
Message senders are required to acknowledge the consumer's right to opt out of a messaging campaign to ensure that message recipients’ consent remains intact. The Privacy Policy must also include instructions on how to opt out of future communications.

Example: “If you wish to be removed from receiving future communications, you can opt out by texting STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE.”

It is strongly suggested that each brand create a personalized Privacy Policy with accompanying SMS disclosures as discussed above. We cannot provide guidance on what is legally required within a Privacy Policy. It's the responsibility of the message sender to research and ensure the Privacy Policy meets TCPA laws, as well as, individual carrier compliance requirements.  For new, non-established brands entering the messaging space, there are online resources that can help you develop the required operational processes and Privacy Policy templates that will fit the unique needs of your business.

Note: If you're using online resources, your Policy, Practices, and Procedures must still include the above SMS disclosures and functions. Failure to adopt these practices may result in receiving a registration and vetting rejection (i.e., “805 - Compliant privacy policy is required on website”).

• Standard Use Cases are immediately available for all ‘Verified’ Brands and do not require Vetting or pre/post-approval by MNOs.
• Special Use Cases are sensitive or critical in nature and may require Vetting or pre/post-registration approval by MNOs. Requirements may vary according to each MNO.
• Verified Non-Profit Brands with 501c3 status will be able to register Standard Use Cases in addition to "Charity" and "Emergency." Carrier terms for the "Charity" Use Case will also apply to other registered Standard Use Cases for these Brands.
• TCR allows registration for Political use case campaigns for Sole Proprietor (SP) Brands, provided they have a valid political vet. This is to support political candidates who do not have an EIN to have access to Political use-case. Some restrictions apply:
  • FEC or Federal level CV token cannot be imported into SP brand.
  • CV token with EIN cannot be imported into the SP brand.
  • A SP brand will not be granted “Section 527” status.
  • SP brand with CV token will have access to POLITICAL use-case only if the political locale is state, local, or tribal.

The following table gives a definition for each Use-Case 

All message senders must have compliant Terms & Conditions made available to their consumers/recipients. This document must be provided as a part of the campaign registration. Often, the Terms & Conditions are found on a brand's website. If the brand does not have a website, you can attach a hard copy as a PDF in the campaign registration.

The Terms & Conditions page must contain the following details:

• Brand name
• Types of messages the consumer can expect to receive
• Message frequency disclosure
• "Message and data rates may apply" disclosure
• Customer care contact information (Text HELP for help, contact [email address] for support, etc.)
• Opt-out information (Text STOP to cancel)

An example might look like this:

"Messaging Terms & Conditions

You agree to receive informational messages (appointment reminders, account notifications, etc.) from [Company Name]. Message frequency varies. Message and data rates may apply. For help, reply HELP or email us at [email address]. You can opt out at any time by replying STOP."

Requirement:
Explain the campaign's objectives and intended use. The campaign description should clearly explain for what purpose the messaging is being used by the company.

Key Elements to Include:

1. Business Type: Describe your industry and services.
2. Message Frequency: State how often messages will be sent.
3. Message Content: Detail the nature of the messages (e.g., reminders, alerts). If donations are collected, it must be clearly stated.
4. Audience: Identify who will receive the messages (e.g., subscribers, customers).
5. Use Case: If multiple use cases are registered, describe all use cases in the description (i.e., Low
   volume mixed campaign that includes 2FA and Marketing use cases. Both use cases
   should be mentioned in the campaign description.)

Example Description:

[Your Brand Name] is a [type of organization, e.g., healthcare provider, retailer, service provider] offering [key services, e.g., telemedicine services, product updates, support notifications]. Recipients will receive [type of messages, e.g., appointment reminders, promotional updates, or tips] up to [frequency, e.g., twice a week/month]. Messages may include [specific content examples, e.g., appointment confirmations, promotional offers, or helpful tips]. These communications are sent only to [target audience, e.g., registered users, subscribed customers, or opted-in recipients].

Key Elements to Include:

1. Brand Name: Clearly state your organization or company name.
2. Mobile Opt-In: Clearly describe how the user opted into messages from you (ie. verbally, website, written form)
   1. If a verbal opt-in is collected, include the script used to describe the opt-in flow.
3. Message Purpose: Describe the type of messages being sent.
4. Message & Data Rates Notice: Include “Message and data rates may apply.”
5. Message Frequency: Indicate how often users can expect messages.
6. HELP Information: Add instructions like “Reply HELP for help.”
7. STOP Information: Add instructions like “Reply STOP to unsubscribe.”
8. Privacy Policy Link: Provide a direct link to your Privacy Policy and Terms & Conditions.

Example CTA Message:

Website/Online opt-in: “By submitting this form and signing up for texts, you consent to receive marketing text messages (e.g. promos, cart reminders) from [Company Name] at the number provided, including messages sent by autodialer. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link].”

Keyword Opt-in: "By texting START to [phone number], you consent to receive marketing text messages from [Company Name]. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Consumer-Initiated Messaging: "By starting a text conversation with [Company Name] by texting [phone number] you are agreeing to receive conversational messages from [Company Name]. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP or clicking the unsubscribe link (where available). Reply HELP for help. Privacy Policy [link] & Terms [link]."

Verbal opt-in: "[Company name] will be collecting opt-in verbally from their customers. The customers will be able to opt in to receive messages either in person at their physical location, or over a phone call if the customer calls. When a customer is registered for the first time, they are asked to provide the phone number, and staff is trained to ask If the customer would like to opt in to SMS-based billing notifications. They will be verbally informed that "Message and data rates may apply", "Message frequency may vary", and they can "text HELP for support or more information and STOP to unsubscribe at any time." They will also be informed that their phone number will not be shared with third parties for marketing or promotional purposes. Privacy Policy and Terms & Conditions links must be added to the Call to Action/Message Flow field in the campaign registration via TCR.

Important Notes:

1. Voluntary Opt-In: Users must opt in voluntarily; forced opt-ins are prohibited.
2. Optional Phone Number Field: The phone number field must be optional on forms.
3. Separate Consents: Separate opt-ins are required for emails or calls.
4. Website/Online opt-in: If the CTA mentions the opt-in collected on a website, the website must be provided. If it's not provided, the campaign will be declined.

Requirement:
 Provide examples of the SMS messages you plan to send. Each sample must:

1. Include your business name in the first message.
2. Be at least 20 characters long.
3. Contain clear opt-out language.
4. Sample Messages must correspond to the registered use case. If a campaign is registered under multiple use cases (mixed), a sample message for each use case should be provided.
   1. For example, if you register under the marketing use case, state in the description the use of texts for promotional purposes and the sample message should reflect a typical marketing message you would send.

Examples:

1. Initial Message:

• Welcome to [Your Company Name] updates. You'll receive weekly health tips. Reply STOP to unsubscribe. [Privacy Policy Link]

Opt-in

Requirements

• Brand Name: Identifies the sender of the messages.
• Message Purpose: Clearly states what types of messages will be sent.
• Message Frequency: Discloses how often the consumer can expect to receive messages.
• Standard Message and Data Rates Notice: Alerts users that their carrier rates may apply.
• HELP and STOP Instructions: Provides clear instructions for assistance or opting out

Example:

"Thank you for opting in to receive messages from [Your Brand Name]. You will receive [message purpose, e.g., updates, appointment reminders, promotional offers]. Message frequency varies; expect up to [X messages per week/month]. Standard message and data rates may apply. Reply HELP for help or STOP to unsubscribe."

Opt-out

Requirements

Brand Name: Identifies the sender of the messages to ensure clarity for the consumer.

Acknowledgment of Opt-Out Request: Confirms the consumer's request to unsubscribe has been received and processed.

Final Confirmation Message: Notifies the consumer that they have successfully opted out and will no longer receive messages for the specific campaign.

STOP Instructions: Clearly states the standardized keyword (e.g., STOP) used to initiate the opt-out process.

Support for Natural Language Variations: Accepts opt-out requests with normal language (e.g., "Please stop," "Unsubscribe me") regardless of case or punctuation.

No Further Messaging After Confirmation: Ensures no additional messages are sent after the opt-out confirmation message.

Support Contact Information (Optional but Recommended): Provides a way for consumers to contact support for additional assistance, such as an email, phone number, or website.

No Marketing Content: Confirms the opt-out without including promotional or marketing content in the confirmation message.

Example

"You have successfully unsubscribed from [Your Brand Name]. You will no longer receive messages from this campaign. For assistance, contact [support email or phone number]. Reply START to resubscribe."

Help

Requirements

1. Brand Name: Clearly identifies the sender (e.g., "[Your Brand Name]").

2. Support Contact Information: Includes at least one support option:

3. STOP Instructions: Provides the option for the consumer to unsubscribe if needed.

4. Clear Purpose: Explains that the message is for assistance only.

Example

"For assistance with [Your Brand Name], visit [Support Website Link], email [Support Email], or call [Support Phone Number]. Reply STOP to unsubscribe."

Legal Name

The overwhelming majority of identification check failures are due to improperly entering the company's legal name. Please have the client provide a screenshot of the official letter (CP-575) from the IRS to ensure the information is logged correctly.

Review the section that lists the name and address at the top of the letter.  This is almost always two lines such as:

NAME LINE 1 
NAME LINE 2
123 MAIN ST
SPRINGFIELD, IL 55443

Enter the legal name as the first line of the name field (NAME LINE 1), this should work most of the time.  In some cases, however, you will also need to enter the second line as well. This would look like  - NAME LINE 1 NAME LINE 2.

Omit any special characters that are part of the business name with the exception of hyphens (-) and ampersands (&).

For White Label Partners, have them resubmit the changes. If the legal name is not editable, have them delete the Brand ID and resubmit a new one.

Note: It can take up to 15 minutes for the status to change to Verified.

Clicking here will download a separate document listing the rejection reasons for 10DLC vetting