SMS Campaign Registration (10DLC) App User Guide

Overview

Any message transmitted via our platforms, regardless of use case or phone number type (e.g., long code, short code, or toll-free) will be considered by The Campaign Registry (TCR) to be an Application-to-Person (A2P) messaging.

Per the rules of The Campaign Registry (TCR), Application-to-Person (A2P) SMS and MMS message traffic may not be delivered to US-based end user mobile devices unless the message traffic is properly registered as a campaign. 

Process

Open

 

The Sangoma Brand Registration App provides following guide

Brand Registration

Warning! TCR charges for each Brand Registration attempt regardless if it is approved or not. Therefore please ensure that you have the following information available before starting the registration process. Legal Company Name (exact match, properly spelled, consistent with your Internal Revenue Service records)  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. 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)

Notes: 

• Each user is only able to register a single brand.

• Once TCR has approved and registered your Brand, the information cannot not be changed. To change any Brand information requires removal of the previously registered Brand and a re-submission of the updated Brand.

• 1 Overview
  • 1.1 Process
• 2 Brand Registration
• 3 Getting Started
  • 3.1 Company Information
  • 3.2 Company Address
  • 3.3 Contact Information
  • 3.4 Brand Registration
  • 3.5 Delete a Brand
• 4 Numbers
  • 4.1 Port an existing number
  • 4.2 Purchase a new number
  • 4.3 Add or Edit a Help Message
  • 4.4 Delete A Number
• 5 Manage Campaigns
  • 5.1 Create a Campaign
    • 5.1.1 Brand
    • 5.1.2 Campaign Details
    • 5.1.3 Use Cases
    • 5.1.4 Use Case Low versus High Volume
    • 5.1.5 Sample Messages
    • 5.1.6 Subscriber messages
  • 5.2 Assign Numbers to Campaign

Getting Started

• To access the SMS Campaign Registry  go to TeamHub> Home> SMS Campaign Registry app, or click Here to access the Sangoma Apps.

• Login using your TeamHub credentials.

• On the left side panel click on SMS Campaign Registry, under Applications.

• From the Number & Campaign Registration menu on the left, Click Brands.

• Click the   CREATE BRAND   button and complete the following steps.

Company Information

Enter the following information, then Click the   NEXT >   button.

• Legal Company Name - This must be an exact match, properly spelled, consistent with your Internal Revenue Service records

• DBA or Brand Name - This is a required field as some providers require a DBA. If the DBA and Legal Company Name are the same, enter the Legal Company Name in this field.

• What Type of Legal form is this business

  • GOVERNMENT, 

  • NON PROFIT, 

  • PRIVATE PROFIT

• Country of Registration 

• EIN - Federal Business ID (9-digit EIN for US-based companies, Corporation # for Canadian-based companies)

• EIN or Tax Number ID Issuing Country - US or Canada

• Alternative Business ID Type - Select the Type 

• Alternative Business ID - Enter the DUNS, GIIN, or LEI number 

Open

Company Address

Enter the following information, then Click the   NEXT >   button.

• Enter the Address, City, State, Postal Code, that is consistent with your Internal Revenue Service or taxation records.

• Website - Business website.

• Vertical - Business/Industry vertical or classification.

• Stock Symbol - Public companies only.

• Stock Exchange - Public companies only (Select None if this is not a public company).

Contact Information

• Enter the following information.

  • Contact Email Address - Support email address.

  • Contact Phone Number - Primary Business telephone number (may be used for verification purposes).

  • First Name & Last Name -  Contact  name (Optional).

  • Terms & Conditions - Click the link and review the Terms & Conditions. If you agree, then Check the Checkbox ( “☐ I agree to the Sangoma Terms & Conditions”).

• If you are positive everything is accurate and are ready to register the Brand, Click the   CREATE   button.

Brand Registration

After Clicking the “CREATE" button in the above step, the following is displayed and requires you to agree to be billed for the registration fees based on the Brand information entered above. If you agree, click the   AGREE   button. 

Delete a Brand

Note: A brand cannot be deleted until all related campaigns have been deleted. 

• Click the Trash Can (🗑 ) icon.

• When prompted, confirm deletion.

Numbers

From the Number & Campaign Registration menu on the left, Click Numbers. Any previously purchased number(s) will be displayed.

Port an existing number

• Click the PORT MY NUMBER button.

• The Port Number Request form will be displayed.

  • Enter the number to be ported.

  • Select either Business Voice or Community based on the voice solution you are using.

  • Click the SUBMIT button.

  • You will receive an email confirming your request was submitted.

• The Sangoma Porting team will get back to with in a couple of days.

Purchase a new number

• Click the   BUY A NUMBER   button in the top right corner of the page to open the Buy a Number page.

• Select the desired State, City, and Area Code. 

• Select one or multiple available numbers.

• Terms & Conditions - Click the link and review the Terms & Conditions. If you agree, then Check the Checkbox ( “☐ I agree to the Sangoma Terms & Conditions”).

• Click the   BUY NUMBER   button.

• After the   BUY NUMBER   button is clicked the following is displayed and requires you to agree to be billed for the fees related to purchasing the selected new number(s). If you agree Click the   AGREE   button. 

• The purchased number(s) will be displayed on the Numbers page and be available to be used for Campaigns. 

Add or Edit a Help Message

Enter the message you want to send, after a user texts HELP to the number. 

• From the Numbers page select the New Message or Edit Message icon to the right of the desired number.

• Enter the desired Help Message.

• Click the   SAVE MESSAGE   button. 

Delete A Number

• From the Numbers page click the Trash Can (🗑) icon to the right of the desired number.

• When prompted, confirm deletion.

Manage Campaigns

From the Number & Campaign Registration menu on the left, Click Campaigns. 

From the Campaigns page you can:

• Create a new Campaign by following the Create a Campaign steps below.

• Assign a number to an existing campaign by clicking the “ASSIGNED PHONE NUMBER(S)” dropdown in the row of the desired campaign, and then select the desired number. For more info reference the Assign Numbers to Campaign section below.

• Delete and existing campaign by clicking the Trash Can ((🗑) icon to the right of the desired number.

Create a Campaign

Click the   CREATE   button in the top right corner of the page.

Brand

• Select a Brand from the drop down. 

• Click the   NEXT   button in the bottom right corner of the page.

Campaign Details

• Enter the Display Name and the Campaign Description.

• Click the   NEXT   button in the bottom right corner of the page.

Use Cases

• Select the volume of SMS messages that will be sent from the Brand on a daily basis.  

• After making the selection the Low or High volume use case selection pop-up will display.

Use Case Low versus High Volume

• Select up to 5 use cases.

• Click the   NEXT   button in the bottom right corner of the page.

Sample Messages

We suggest that sufficient information be provided when registering a campaign.  This includes a FULL, formal description, 2 message templates and a full description of the subscriber opt-in/opt-out process. 

• Sample Messages - Enter 2 samples of what the messages will be that are sent via this campaign.

• Message Flow - Explains the overall message flow. Example: “Users will receive a link to a subscription form to sign up for future messages. Then they will receive marketing SMS messages like promotions and upcoming events until they unsubscribe”.

• Click the   NEXT   button in the bottom right corner of the page.

Subscriber messages

• Subscriber Opt-In Message - Provide an Opt-In confirmation message and a method to opt out.

• Subscriber Opt-Out Message - Provide an Opt-Out confirmation message and a method to opt back in.

• Subscriber Help Message:

  • {brand}: To get help at {embedded link}. To unsubscribe, send STOP to this number. 

• Embedding Link - If embedded links are included in any of the messages, Click the  Checkbox.

• Embedded Phone Number - If embedded Phone Numbers are included in any of the messages, Click the  Checkbox.

• Terms & Conditions - Click the link and review the Terms & Conditions. If you agree, then Check the Checkbox ( “☐ I agree to the Sangoma Terms & Conditions”). 

• Click the   CREATE   button in the bottom right corner of the page.

Assign Numbers to Campaign

Once you have created a campaign you must assign the SMS number to send and receive messages.

• For the desired Campaign, in the ASSIGN PHONE NUMBER(S) FIELD click the dropdown and select one or more numbers.