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Warning: If you have changed your business/legal name, you may need to submit the appropriate IRS forms to ensure your company name and EIN are aligned. |
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Ensure that you have the following Brand Details before starting the brand registration:
☐ Legal Company Name (exact match, properly spelled, consistent with your Internal Revenue Service records).
☐ BDA or Brand name.
☐ Business Type (Public, Private, Not for Profit, Government).
☐ Country of Registration.
☐ Federal Business ID (9-digit EIN for US-based customers, Corporation # for Canadian-based customers).
☐ Business Address (consistent with your Internal Revenue Service or taxation records).
☐ City, State/Province, and Postal Code.
☐ Business/Industry vertical or classification.
☐ Business website (If available).
☐ Stock symbol & Exchange (Public companies only).
☐ Primary Business telephone number (may be used for verification purposes).
☐ Contact email address.
☐ Contact First and Last Name (Optional).
☐ Use a support email address with a domain matching the website/online presence, if possible.
Campaign Registration Checklist
Description
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Provide a Campaign Description that includes the following:
☐ Clearly
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describes the campaign’s purpose.
☐ Ensure the description aligns with the registered use case(s).
☐ If multiple use cases are registered, mention all relevant use cases (e.g., "This campaign includes 2FA and Marketing").
☐ Clearly state if donations are involved.
Example Message:
Market LLC uses this campaign to provide real-time delivery notifications to customers regarding packages they ordered on https://www.market-llc.com.
Use Cases
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Select the use case or use cases.
☐ Ensure the campaign description and use case(s) are aligned.
☐ It is best to mention the use case(s) in the description.
Sample Messages
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Provide
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at least one sample message with:
☐ Aligns with the registered use case(s).
☐
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Brand identification.
☐ Use case.
☐ Opt-out language (e.g., "Reply STOP to cancel.").
☐ Embedded link, if applicable.
☐ Embedded phone number, if applicable.
Example Message:
"Welcome to [Company Name]! Stay updated with our latest offers. Msg frequency varies. Msg & data rates may apply. Reply HELP for support or STOP to cancel."
CTA / Message Flow
☐ Call-to-Action (CTA) / Message Flow:
Describe all opt-in methods (e.g., web forms, verbal, keyword).
☐ If consent is through a website, a direct link to the form.
☐ If consent is provided through a Contact Us Page, a phone number cannot be a required field. The inclusion of a phone number and SMS contact must be optional.
☐ If consent is collected verbally, the script read to the customer must be included.
☐ If consent is collected by sending an opt-in keyword (e.g., START), you must provide how the recipient is informed of the keyword (e.g., screenshots of a ☐ marketing campaign, link to a website that says “Text START to…”, etc.).
Include the following in the opt-in disclosure:
☐ Brand Name (The must match the brand name the campaign is being registered under).
☐ Types of messages being sent (e.g., order status, promotions, etc).
☐ Message frequency disclosure (e.g., message rate varies, approximately 2 messages per week, etc.).
☐ Cost disclosure: (e.g., Message and data rates may apply.).
☐ HELP instructions: (e.g., text HELP for help).
☐ STOP/Opt-out instructions: (e.g., text STOP to stop receiving messages).
☐ Privacy Policy link.
☐ The Privacy Policy must have a disclaimer stating that opt-in data will not be shared with third parties for marketing purposes.
☐ Terms & Conditions link
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that must include the following:
☐ Types of messages being sent
☐ Texting cadence (frequency)
☐ Cost disclosure
☐ Privacy Policy link
☐ HELP and STOP instructions
Example CTA Message Flow:
Market LLC:
As mentioned in our website’s Contact Us information page (https://market-llc.com/contact) Consumers can opt in to receive marketing material by texting START to 20212312345,
The Contact Us information page includes the following notices:
Message frequency varies.
Message and data rates may apply.
Terms & Conditions: <link> Privacy Policy: <link>.
Reply or text HELP to a received text for assistance.
Subscription Response Messages and Content Attribute
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Provide a Subscriber Opt-In response
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Provide opt-in keywords (if applicable).
Include the following in the opt-in message:
that includes the following:
☐ Brand Name.
☐ Message frequency disclosure (e.g., "Msg frequency varies.").
☐ Cost disclosure: "Message and data rates may apply.".
☐ HELP information (e.g., "Reply HELP for help.").
☐ STOP information (e.g., "Reply STOP to cancel.").
Example Opt-In Message response:
"Thank you for opting in to receive recurring messages from [Company Name]. Msg frequency varies. Msg & data rates may apply. Reply HELP for help. Reply STOP to cancel."
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Provide a Subscriber Opt-Out response
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Provide opt-out keywords (e.g., STOP). Include that include the following in the opt-out message:
☐ Brand Name.
☐ Confirmation that no further messages will be sent.
Example Opt-Out Response Message:
"You have successfully opted out of messages from [Company Name]. You will receive no further messages."
☐ Subscriber Help response
Provide help keywords (e.g., HELP).
Include the following in the help message:
Provide a Subscriber Help responsee that includes the following:
☐ Brand Name.
☐ Support contact information (email, phone number, or website link).
Example Help Response Message:
"Thank you for reaching out to [Company Name]. Please call us at [phone number] or email us at [email address] for support. Reply STOP to opt-out."
Content Attribute
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Embedded Links
☐ Select "Yes" if the campaign will include embedded links.
☐ Ensure at least one sample message includes an embedded link.
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Embedded Phone Numbers
☐ Select "Yes" if the campaign will include embedded phone numbers (excluding HELP messages).
☐ Ensure at least one sample message includes an embedded phone number.
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Terms & Conditions
☐ Check "Yes" for Terms & Conditions.
☐ Provide a link to the Terms & Conditions page.
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Number Pooling
☐ Select "Yes" if the campaign requires more than 49 telephone numbers.
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Direct Lending or Loan Arrangement
☐ Select "Yes" if the brand engages in lending activities, even if the messaging is unrelated to lending.
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Age-Gated Content
☐ Select "Yes" if the campaign contains age-restricted materials.
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Ensure the Brand’s Website does NOT include prohibited content (even if the messaging content is for different purposes. If the Brand deals with any of the following, their campaign will be rejected):
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