Purpose

This process ensures all businesses sending SMS messages through the CRM are properly registered for A2P (Application-to-Person) messaging compliance, including brand registration, campaign registration, consent documentation, and required policy pages.

Step 1 — Navigate to or Create Sub-Account

1. Open the CRM (Agency View)

2. Either:

• Navigate to the existing client sub-account, OR

• Create a new sub-account if one does not already exist

Step 2 — Purchase a Local Phone Number

1. Inside the client sub-account, go to:

Settings → Phone Numbers

2. Click Purchase Number

3. Select a local Maryland number (410 or 443 area code)

4. Complete the purchase

This number will be used for SMS messaging and A2P registration.

Step 3 — Begin A2P Registration

Navigate to:

Settings → Phone Numbers → A2P Registration

Start the registration process.

Step 4 — Complete Brand Profile Information

Business Profile Requirements

• Is the business located in the US or Canada? → Select Yes

Business Details

• Legal Business Name

• Business Type

  • LLC

  • Sole Proprietorship

• EIN Number

• Business Industry

• Business Email

• Business Website URL

• Business Region of Operations

  • USA & Canada (select unless otherwise specified)

• Business Address

Step 5 — Authorized Contact Information

Enter:

• Full Name

• Email Address

• Personal Phone Number

• Job Position

This must be an authorized representative of the business.

Step 6 — Select Brand Type

Choose low volume as the brand registration type:

Low Volume Standard

• EIN required

• Multiple phone numbers allowed

• Up to 6,000 segments per day

Step 7 — Campaign Registration Details

Campaign Use Case Description

Use the following structure:

This campaign sends appointment confirmation and reminder messages to customers once they have booked an appointment with [Business Name] on the website and opted in to receive promotional and notification SMS from [Business Name].

Sample Message Templates

Sample Message #1

Hi John! This is Jessica from [Business Name].
Our appointment for July 20 at 11:00 AM is confirmed.
Please reach out to [Business Phone #] if you need to reschedule.
Reply STOP to unsubscribe.

Sample Message #2

Hi Lisa! This is Jessica.
We are confirming your appointment tomorrow at 9 AM.
Reply STOP to cancel.

Step 8 — Consent Collection Method

Explain how users opt-in.

Use:

End users opt-in by visiting [Business Booking Link] and filling in their details. Users check a box to receive notifications and promotional messages to provide consent.

Additionally, end users can text START to [Business Phone Number].

Opt-In Confirmation Message

You have successfully opted-in to receive notification and promotional SMS from [Business Name].
Please reply STOP if you need to opt-out in the future.

Step 9 — Required Compliance Pages

Before submission, confirm the business website includes:

Privacy Policy Page

Must include:

• SMS data protection language

• Statement that opt-in data is not shared

• Opt-out instructions

• Message frequency disclosure

• Carrier disclaimer

(Use the approved privacy policy template.)

Terms of Service Page

Must include:

• SMS program description

• STOP / HELP instructions

• Carrier liability disclaimer

• Message & data rate disclosure

• TCPA compliance statement

(Use the approved Terms template.)

Step 10 — Submit Registration

1. Review all information for accuracy

2. Submit A2P registration

3. Monitor approval status

Approval may take several days.

Final Notes

• EIN is required for standard registration

• Consent method must match website behavior

• Policies must be live before submission

• Incorrect or incomplete submissions may result in rejection