Business Profile Creation Flow (Trust Center)

On the Phone Numbers Page, we have the Trust Center. This will be visible to Account admins. Accounts with US as the country will see this. Trust Center provides products that can improve customer engagement through brand recognition.

Carriers are becoming increasingly sensitive to spam and AUP enforcement when it comes to SMS and Calls. To keep spamming in check and to protect the end customer, they have created various regulations & compliance frameworks.

This is not required to utilize SMS and Power Dialer features in the system, however, when successfully verified, the likelihood of your business number being marked as “potential spam” when making outbound calls, or your SMS messages not making it past the phone carrier (AT&T, Verizon, etc.) spam filters is greatly reduced.

The review process can be very detailed, and even seemingly small deviations can cause the review to fail.

Tips for Success

Here are a few tips to help ensure your review is approved are as follows:

Please Note: The feature is available for Clixlo Phone.

• Gather all of the requested information before beginning the Business Profile process.

• Update your “Business Information” found in Settings > Business Profile of your account.

Please Note: Enter your Business Registration Number

• Check that your “Legal Business Name” in your Settings > Business Profile > General Information section matches EXACTLY your Legal Business Name in the previous step and that both match EXACTLY the business name that the Business Registration Number was registered under.

For example: the names “Apple” and “Apple, Inc.” do not match exactly and would be denied.

• Enter your “Authorized Representative” information in your Settings > Business Profile > Authorized Representative section.

• Your website should also have a very easy-to-find page that lists the registered business name as it appears on the business registration and includes the Authorized Representative’s name, email, and phone number if possible. 

Please Note: This could be an About page or could be a Contact page etc.

Opt-In Guidelines

When preparing your campaigns, it's crucial to follow Opt-In Guidelines to ensure compliance and engagement with your audience. Opt-ins play a pivotal role in establishing customer consent and maintaining transparency. Following these guidelines will improve your campaign's chances of success.

Consistency in Branding and Messaging

Consistency in branding and messaging is key to conveying professionalism and building trust with your audience. Your brand identity should be reflected across various touchpoints to avoid confusion and potential campaign rejection. Make sure your brand name, website, sample messages, and email domain align harmoniously.

Business Profile Registration: 

Account admins will be able to register account businesses with the carriers so that they can use other Trust Products.

To access the available Trust Center products, please follow the steps below:

• Gather the required information.

• Within the Trust Center, create a Business Profile to represent your business.

• Register a US A2P brand for US A2P 10DLC capabilities.

• Register a new campaign use case and link it to a Messaging Service.

• SHAKEN/STIR and CNAM [Coming Soon]

Pre-requisites: Gather the required information for Business Registration

To access the available Trust Center products, the first step would be to "fill in all the required fields in the Business Profile section.

Navigate to Settings > Business Profile to accomplish this.

Toll-Free Messaging as an Alternative

Toll-free messaging presents a viable alternative to A2P 10DLC, offering a verification process without relying on Brand and Campaign Registration. While A2P 10DLC provides benefits, Toll-Free messaging is another avenue worth exploring for your messaging needs.

Please Note: If you have a US entity or an International Tax ID, use EIN to register your business profile and to avoid brand registration failures. Do not use a DUNS number.

Step 1: Create a Business Profile in the Trust Center

Navigate to Settings > Phone Numbers > Trust Center

Within the Trust Hub, create your Business Profile. This step validates your customer's business identity. You will only need to do this once.

• Please fill in the following information:

• Under General Information: The Legal Business Name

• Under Business Physical Address: The Business Address and other metadata

• Under Business Information: The Business' identity within the ecosystem, the Business type, ID, industry, website URL, and region information

• Under Authorized Representative: The Point of Contact details for the Business

Please Note: If any of the required information is missing before submission you will receive an error message

Click on the "Update Business Profile" to directly move to the Business Profile page and update the missing fields.

Once all the details are filled in, visit the Trust Center and click on "Submit for Review", it will process and submit the registration details

The status will be changed to "In-Review" and you will get a confirmation that "Your profile has been successfully submitted".

Below is an example of a successful submission:

Check the brand registration details and click Next.

Ensure Data Accuracy and Consistency

Consistency in brand, website, and sample messages is essential for campaign approval. Ensure that your brand identity is reflected accurately across all platforms to avoid rejection due to discrepancies.

Step 3: Fill in all the required fields for Campaign Registration

The next few steps would be to feed in all the required details around Campaign Registration.

Select the Campaign Use Case and enter a description for the same.

Provide Production Sample Messages and select if the hyperlink and phone number will be shown in the SMS.

Provide details around end-user consents and opt-ins.

Once all the information is provided in the above 4 steps. Data will be submitted for A2P Profile, Brand, and Campaign Registration and you will receive the success information.

Step 4: Business Profile, A2P Brand, and Campaign Registration Status

Once all the steps in the first 3 points are completed, the status for all the 3 registries will be fetched and shown below:

In this case, the Business Profile is approved and the Brand is submitted with a Pending Approval status.

In this case, the Business Profile, A2P Brand, and Campaign all three are registered and Approved status.

Step 5: Create a Messaging Service and link the Phone Numbers to it

The messaging service and link it to all the phone numbers available in the account will be automatically created once the campaign is approved.

Notes: For information about message sending in countries other than the US, we recommend checking out our country-specific SMS Guidelines pages to learn about any unique rules or restrictions in that country

Notes: For now, if you are unsure about how A2P 10DLC compliance works, it will be the best strategy to stop using local & mobile numbers and start using Toll-Free numbers.

Notes: The submission may take up to 72 hours for approval. Review your customer business profile information before submitting.

SMS, MMS, and Calls are charged even before based on the response from carriers.

The feature is available for Clixlo Phone and Accounts.

Additional Notes and Best Practices

In addition to the core registration process, there are some additional notes and best practices to keep in mind for a successful campaign. These key points and best practices will help you navigate the A2P 10DLC ecosystem more effectively:

• Understanding Charges: Be aware that SMS, MMS, and calls may incur charges even before they are delivered, based on responses from carriers. It's important to plan your messaging strategy with these potential charges in mind.

• Account Availability: The feature is available for Clixlo Phone and Accounts. Ensure that your account and device are eligible for the A2P 10DLC capabilities to make the most of the benefits.

• Submission Duration: After submitting your registration, please note that the approval process may take up to 72 hours. Review your customer business profile information before submitting it to avoid potential delays.

• Maintain Consistency: Consistency in branding, website information, and sample messages is crucial. Ensure that your brand identity is accurately represented across all platforms and materials to avoid potential campaign rejection.

• Toll-Free Messaging: Consider Toll-Free messaging as an alternative to A2P 10DLC. While A2P 10DLC offers benefits, Toll-Free messaging provides an option that doesn't require Brand and Campaign Registration.

• Global Considerations: For information about sending messages in countries other than the US, refer to our country-specific SMS Guidelines pages. These guidelines provide insights into any unique rules or restrictions for each country.

• Staying Updated: The A2P 10DLC ecosystem continually evolves, and regulations may change over time. Stay informed about the latest compliance standards and best practices to ensure ongoing success.

• Opt-Out Language: Including opt-out language in your sample messages is recommended. Adding language such as "Please reply STOP to opt-out" provides recipients with an easy way to unsubscribe from your messages.