Submit SMS marketing registration

Overview

To ensure message deliverability for your SMS campaigns, submit marketing registration for each of your brands.

Who uses this feature

Marketing managers, business owners, and other marketers on your team
Primarily for Commercial Service & Replacement and Residential Service & Replacement business types

Feature configuration

This feature is currently in Early Access and available for specific accounts. It is subject to change.

Things to know

To send SMS messages for your brands, you'll need to submit a separate SMS marketing registration for each one.
Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress tag displays on this screen. After your registration is approved, the tag updates to Registered.
After your marketing registration is approved, you can begin generating opt-in requests for marketing text messages. For more, see Configure SMS opt-in settings.

Best practices

To ensure your marketing registration is approved, we recommend following these best practices:

Ensure you have an active website with company details, contact information, and descriptions of your services or products. If you don't have a website, a well-established Facebook or Instagram page may be enough.
Include a valid privacy policy on your website. This policy should clearly state that personal information will not be shared or sold to third parties for marketing purposes. Not having a compliant privacy policy on your website greatly increases your chances of being declined and having to resubmit your registration.

Submit SMS marketing registration

You can submit your SMS marketing registration in four steps:

Step 1: Enter your business information

Go to the top toolbar and click Settings.
In the side panel, go to SMS.
Click SMS Marketing Registration.
Click Configure for the brand you want to submit the marketing registration for.
Enter the Employer Identification Number (EIN) for the brand then click Next.
In the Business Information section, enter the following information:
When finished, click Next.

Step 2: Enter your business identification and stock market

In the Business Identification and Stock Market section, enter your company's DBA Name if it's different from your legal business name.
Select if your company is publicly traded on the stock market.
If your company is publicly traded, select your Stock Symbol and Stock Exchange symbol.
When finished, click Next.

Step 3: Enter your messaging using details

In the Messaging Usage Details section, enter your SMS Objective. Clearly explain how you plan to use marketing SMS messages, detailing your purpose and type of messages you intend to send. Make sure the description is appropriate and realistic for your brand.
Provide two unique sample messages that reflect the type of messages you plan to send. When providing your sample messages, keep the following in mind:
Include opt-out language at the end of the messages. By default, Marketing Pro appends Text STOP to opt-out to the end of every message. You should include this in your sample messages.
If you regularly include links or phone numbers in your messages, include the most common link and phone number in a sample message. Be sure to use real URLs and phone numbers and not placeholders.
When finished, click Next.

Step 4: Review the terms and conditions

In the Terms & Conditions section that opens, confirm that you agree to the terms and the information provided is accurate then click Submit.
On the Submit for Registration pop-up that opens, confirm that you want to submit your marketing registration.

Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress tag is shown for the brand on the Marketing Registration screen. After your registration is approved, the tag updates to Registered.

Want to learn more?

See Configure SMS opt-in settings