A2P 10DLC Campaign Approval Best Practices
Modified on: Mon, 14 Oct, 2024 at 12:21 PM
Step 1: Submit a campaign
Once you complete the steps to submit the brand information, you will be taken to Campaign Details
Standard brand
Sole prop brand
Campaign details
1. Messaging use case
Campaign use case - List of campaign use case types for A2P 10DLC registration
Use Case Description
- If you have an EIN for your company but you want to use a different brand name for your messages, you can add this sentence "We are doing DBA as [Business_Name]" in the Campaign Use Case Description for Step 3 - Campaign Details. Make sure the rest of the submission including the website matches with the DBA business name. You can register thesame EIN for 10 brands max.
- Must explain what type of SMS the client will be sending (e.g., marketing messages, appointments, notifications, etc.).
- The Campaign use case description section is used to describe the purpose of this campaign.
1. Click on 'See example' in the top right to check out examples for your use case. It's best to keep it simple. If you outline all the use cases, you will need to provide the opt-in link for each one.
2. E.g.This campaign sends appointment confirmations, message notifications, and offers for chiropractic adjustments to existing patients or new patients who have opted in to receive SMS notifications. The communications are sent via the website form.
Sample Message
Must include the lead’s name, a staff member’s name, a business name, and opt-out language (reply STOP to unsubscribe.)
Must provide an example of the type of messages the client states they are sending in their description.
Approved Examples:
- Appointment Messages: David, it's Kate from ABC Company. Thanks for opting in to receive SMS notifications. I just saved a time for you on Thursday, June 15, 2023, at 4:00 PM, and I'll see you then! If anything changes, just let me know. If you need to opt out, reply STOP.
- Marketing Messages or Offers: David, it's Kate from ABC Company. Thanks for opting in to receive messages. Today, we are giving out a few vouchers to our past patients for a free chiropractic adjustment. Would you like one? If you need to opt out, reply STOP.
Do NOT including custom fields or values
Rejected Example:
"Hey ! Samuel from [write the client's company name here] here. We remember you had signed up to receive an appointment with us a little while back. When could we get you rescheduled? Reply STOP to opt out."
2. User Consent
How do end-users consent to receive messages?
All opt-in methods > Opt-In (see below)
If your opt-in method is web form, must include the link to the website opt-in page, the website needs to have:
1. Consent Checkbox
- Shows an optional checkbox for message consent and cannot be pre-selected or pre-checked
- Opt-in consent message and checkbox must be separated from the T&C/Privacy Policy consent and checkbox.
- TCR is now requiring us to separate the checkbox for promotional SMS communications from other SMS notifications. You can omit the T&C/Privacy Policy consent checkbox and make sure they are hyperlinked at the footer of the form to avoid having 3 checkboxes (T&C, promotional, other sms)
- You need to include the bolded part like
1. the type of messaging you are sending and the business/brand name
2. message delivery frequency or recurring messages disclosure ("4 messages per month", "Message frequency varies", "1 message per login", etc)
3. Fee disclosure: "Message and data rates may apply"
4. Customer care information (typically "Text HELP for help" or Help at XXX-XXX-XXXX)
5. Opt out instructions (typically "Text STOP to cancel")
e.g. I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. Text HELP to(XXX) XXX-XXXX for assistance. You can reply STOP to unsubscribe at any time.
6. If the checkbox is showing at the end of the survey, or behind an appointment form. Please include a hosted link to an image of the opt-in
e.g. End users opt in through an appointment form on the website: https://www.abccompany.com/appointment, Users check a box with optional consent language to receive messages from us to provide their consent at the end of the appointment form: https://storage.googleapis.com/msgsndr/RNTEDRA9ap9xSh2MyTYS/media/669825fa23e0faf564cdb24f.png
7. Links to the privacy policy and Terms need to be present on the opt in form
8. In both the privacy policy and terms and conditions pages, remove all keywords such as 'share,' 'sell,' 'affiliate', 'third'. 'party' that indicates selling or sharing leads' information with a third party.
2. Privacy policy
- must have this paragraph:
"No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."
3. Terms of service
make sure to add these 6 bullet points "Enclosed is a copy of the boilerplate terms of service covering minimum requirements from the carriers"
{Program Name}
1. {Insert program description here; a brief description of the types of messages users can expect upon opting in.}
2. You can cancel the SMS service at any time. Simply text "STOP" to the short code. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.
3. If you experience issues with the messaging program, reply with the keyword HELP for more assistance, or reach out directly to {support email address or toll-free number}.
4. Carriers are not liable for delayed or undelivered messages.
5. As always, message and data rates may apply for messages sent to you from us and to us from you. Message frequency varies. For questions about your text plan or data plan, contact your wireless provider.
6. For privacy-related inquiries, please refer to our privacy policy: {link to privacy policy}.
Opt-in Message
Example: You have successfully opted in for messages from ABC Company. Reply STOP to unsubscribe.
Forbidden use cases will result in Campaign rejection.
Make sure your A2P Campaign does not involve prohibited content such as cannabis, hate speech, etc., and that your use case is compliant with the
Messaging Policy.
Ensure data accuracy and consistency
Make sure you submit Campaign registrations with accurate and consistent data:
Ensure your use case involves consumer consent before sending messages
Make sure you collect consumer consent appropriately. Please refer to the
CTIA guidelines for detailed instructions and best practices on handling consumer consent.
Opt-In
Campaigns require a proper opt-in method which ensures that end-users provide consent to receive text messages.
Verbal opt-in is the most difficult method to verify however, is acceptable as long enough details are provided that a 3rd party reviewer can verify.
Opt-In Method: Verbal
Example: Phone IVR: "As part of our service we can send you automated monthly text alerts regarding account payment activity. We will send two messages per month. Message and data rates may apply, depending on your mobile phone service plan. At any time you can get more help by replying HELP to these texts, or you can opt-out completely by replying STOP.
Mobile Terms of Service are available at http://cmh.com/terms and our Privacy Statement can be found at https://cmh.com/privacy. Please reply with 'yes' or 'no' to indicate if you would like this service".
Customer: "Yes please"
IVR: "Great! We will send you a text message to confirm your enrollment here shortly."
Opt-In Method: Web Form
Example:
It has to reflect SMS language and not have it hidden in the Privacy policy or terms and conditions. You can check the requirements of the opt-in here: LC - Phone Messaging Policy.
This is highly important to avoid any rejection from the carrier since they are asking for proof of opt-in. Two examples of the Opt-in here:
You need to specifically put a disclaimer like - "By submitting this form, you consent to receive marketing and promotional SMS messages from [Your Company Name]. Message frequency may vary. Reply "STOP" to unsubscribe. Text HELP for assistance. Standard message and data rates may apply. Your information will be handled in accordance with our Privacy Policy."
The Disclaimer MUST have All CTA disclosures present for compliancy
- Program name and/or a description of the messages that will be sent (appointment reminders, marketing messages, occasional offers, etc.)
- Organization or individual being represented in the initial message
- Fee disclosure (“Message and data rates may apply”)
- Service delivery frequency or recurring messages disclosure (“4 messages per month”, “Message frequency varies”, “1 message per login”, etc)
- Customer care information (typically “Text HELP for help” or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA)
- Opt out instructions (typically “Text STOP to unsubscribe”) - not required for single message programs (i.e 2FA)
- Link to Privacy Policy describing how end user opt-in information will be used. Be sure there is no mention of sharing of personal information with Third Parties (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
- Link to Terms and Conditions describing terms of service (Must not be part of the checkbox statement. Instead, provide the link at the bottom of the form)
- Incorporate a checkbox option that end-users must select in order to receive SMS messaging. The checkbox can not be pre-selected. The checkbox provides the end-user the ability to agree, or not agree, to receive SMS messaging.
If the web opt-in is behind a login or not yet published, host a screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the URL in the answer for "How do end-users consent to receive messages?" along with the website URL
You can also upload the screenshot to the Media Storage here
Opt-In Method: Paper Form
Example:
An in-store visitor completes a physical form that collects their phone number and their consent to subscribe to your texting campaign.
Host a screenshot of the paper form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?".
Opt-In Method: Via Text
Example: A Keyword campaign example:
Host a screen shot of the campaign collateral on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and
provide the URL in the answer for "How do end-users consent to receive messages?" along with the website URL
Opt-In Method: Mobile QR Code
Example:
A QR code that links to an online form that prompts end-users to enter their mobile handset phone number and opt into the texting campaign. QR code can direct the mobile handset to their messaging application with a templated opt-in message, or can lead to a web-form as outlined above.
If the QR code leads to an online form that is behind a login or not yet published, host a screen shot of the form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for "How do end-users consent to receive messages?".
Campaign registration recommendations
Campaign registrations should meet each of the following descriptions for each field.
Campaign Type
Please choose the use case that best represents your campaign. For more information, please refer to the details provided here.
Campaign Description
The description should be thorough and explain the campaign’s objective or purpose. Provided description needs to answer who the sender is, who the recipient is, and why messages are being sent to the intended recipient.
How do end-users consent to receive messages?
The answer should contain the following information:
1. The program or product description
2. Telephone number(s) from which messaging will originate
3. Identify of the organization or individual being represented in the initial message
4. Clear and conspicuous language about opt-in and any associated fees or charges
5. Compliant Privacy Policy
6. Other applicable terms and conditions (e.g., how to opt-out, customer care contact information)
Opt-in needs to apply per campaign, should be not transferable or assignable and can not be obscured in terms and conditions (especially terms related to other services). If multiple opt-in methods can be used for the same campaign, please list them all.
A compliant Privacy Policy must state that no mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Campaign reviewers need to be able to verify details provided in this field. Provide evidence such as a hosted link to screenshot or document for opt-in that occurs behind a gated login or on a paper form.
Sample message
Sample messages should reflect actual messages to be sent under the campaign and indicate templated fields with brackets. Ensure consistency with use case and campaign description.
Sample messages should identify who is sending the message (brand name). Ensure that at least one sample message includes your business name.
Include opt-out language to at least 1 sample message.
Opt-in Keywords
Please provide all keywords that allow users to opt-in to receive campaign messages.
Opt-in Confirmation Message
Campaign must provide customers with an opt-in confirmation message. This is required for all recurring campaigns, regardless of opt-in method. CTIA Messaging Principles and Best Practices.
Opt-in confirmation message should include:
1. Program (brand) name or product description
2. Customer care contact information (HELP command instructions)
3. Opt-out instructions
4. Disclosure that the messages are recurring and the frequency of the messaging
5. A “Message and data rates may apply” disclosure
Opt-out Keywords
Please provide all keywords that allow end users to stop receiving messaging from this campaign.
Opt-out Confirmation Message
When end users send opt-out keywords, the response messages need to include acknowledgement of opt-out request, brand name, and confirmation that no further messages will be sent.
Help Keywords
Please provide all keywords that allow end users to receive more information about this campaign.
Help Message
When end users send help, the response message needs to include brand name, phone number, or email address.
Frequently Asked Questions
How to check the reasons why my campaigns are rejected?
We've introduced some new updates from our developers. Now, you can also view rejection reasons directly in the UI. Once you are in the Trust center tab, click on "Failed" to review the Campaign Failure Reason. All failed/rejected campaigns will now display their specific failure reasons.
Campaign Failure Reasons
NOTE: TCR (The Campaign Registry) often rejects a campaign based on the first issue they encounter, potentially overlooking other issues. Do not focus solely on the rejection reason and instruct the client on how to resolve it, as they might correct that issue, resubmit, and face rejection again for a different reason. Instead, review the entire campaign submission and the client’s website to ensure everything is correct and compliant.
MESSAGE_FLOW: The campaign submission has been reviewed and it was rejected because of provided Opt-in information.
Approved example:
End users opt-in by visiting - https://brandname.com/contact_us and filling in their details on the survey Users check a box to receive messages from us to provide their consent at the end of the survey: https://storage.googleapis.com/msgsndr/xxxxxxxxx.png
^ You can upload the screenshot of the opt-in to the Media file inside the sub-account, Make sure the link go straight to the form with an optional consent checkbox. If the checkbox is showing at the end of the survey, or behind an appointment form. Please supply a hosted link to an image of the opt-in
Possible Causes
1. Opt-in message workflow does not meet the requirements for the specific campaign type.
2. Consent is required but not adequately provided or maintained.
3. Opt-in information is shared with third-party entities.
Possible Solutions
1. Ensure compliance with Messaging Policy relating to opt-in
2. Detail All Opt-in Methods: Include all methods of opt-in, whether electronic, paper form, in-person verbal opt-in, or other means.
3. Provide Necessary Links and Documentation: If opt-in is collected through a paper form or behind a login, supply a hosted link to an image of the opt-in. If the opt-in occurs on a website, provide the relevant link.
4. Include Privacy Policy and Terms of Service: The website where opt-in occurs must contain a privacy policy and terms of service.
5. Avoid Third-Party Sharing: Make sure that opt-in information is not shared with unauthorized third parties.
6. Ensure Opt-in is Verifiable: Each campaign is manually reviewed and needs to be verifiable by a human.
Please resubmit the campaign with the following guides in mind.
USE_CASE_DESCRIPTION: The campaign submission has been reviewed and it was rejected because of unverifiable website.
Campaign vetting rejection - Invalid Website URL
- The campaign submission has been reviewed and it was rejected because of unverifiable website.
Possible Causes
- An invalid URL was provided during the registration process.
- The website associated with the campaign is not functioning or inaccessible.
- Opt-in flow is not found on website provided.
- Lack of proper indication in the campaign description if the registration pertains to a pre-launch website.
Possible Solutions
- Verify that the provided website(s) are functioning correctly, and accessible.
- If the registration is for a pre-launch website, instead include a publically accessible URL to view a screenshot of the SMS opt-in flow that will appear.
- If opt-in occurs on website, provide the direct link in the Message Flow field.
- If opt-in is collected through a paper form or behind a login, supply a hosted link to an image of the opt-in.
- If the opt-in occurs on a website, provide the relevant link.
Once you have made a change to address the issue, please resubmit the campaign for review.
USE_CASE_DESCRIPTION: The campaign for a Sole Proprietorship Brand has been rejected due to incorrect registration and failure to meet the small business Sole Proprietor (EIN) criteria set by TCR and mobile carriers.
Campaign rejection - Incorrect Sole Prop Brand Registration The campaign for a Sole Proprietorship Brand has been rejected due to incorrect registration and failure to meet the small business Sole Proprietor (EIN) criteria set by TCR and mobile carriers.
Possible Causes
- Failure to meet the specified criteria for Sole Proprietor registration, entities with EINs should be registered as a Standard Brand.
- Incorrect or incomplete registration information provided during the brand registration process.
- Inconsistencies or discrepancies in the provided information.
Possible Solutions
- Verify the accuracy and completeness of the registration information for the Sole Proprietorship Brand.
- Ensure that the brand meets the criteria defined by TCR and mobile carriers for Sole Proprietor (EIN) registration.
- If the brand does not qualify as a Sole Proprietorship, consider registering it as a standard brand according to the appropriate guidelines and requirements.
- Register a standard or acceptable campaign use case that aligns with the registered brand's classification.
In conclusion, first question is, does the business have an EIN? For DBAs you must use the business name and address in the EIN registry number that you use.
USE_CASE_DESCRIPTION: The campaign submission has been reviewed and it was rejected because of an unknown reason.
Possible Causes
The campaign cannot be approved because of an unknown error and may stem from an issue raised by other vetting parties in the ecosystem.
Possible Solutions
Our Support team has the means to obtain more detailed information about this specific error. Please contact Customer Support for assistance in understanding the underlying problem and finding a resolution.
USE_CASE_DESCRIPTION: The campaign submission has been reviewed and rejected due to inconsistencies between the sample message and the intended use-case of the campaign.
Possible Causes
- Sample messages are missing, unclear, or their content does not match the campaign's use-case.
- Invalid content within the sample messages.
Possible Solutions
- Verify that the sample messages are accurate, detailed, and reflective of the actual messages to be sent under the campaign.
- Indicate templated fields within sample messages using brackets.
- At least one of the sample messages should include your business name and opt-out message.
- Ensure at least two sample messages are provided.
- Ensure that the use-case and campaign description align with each other.
- Once you have made a change to address the issue, please resubmit the campaign for review.
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