Registering your business messaging (SMS/MMS) needs with US local numbers is the best way for Dialpad users to adhere to industry standards and regulations, and ensure their messages are delivered. Please see Dialpad’s messaging principles for more information on these regulations and best practices.
This guide will walk you through the process of registering your organization and messaging usage.
Before we get started, first, make sure you have access to the following:
- Company Information
- Company Settings (again, you'll need to be a Company Admin)
- An understanding of why and how your organization messages US mobile numbers
Brand and Campaign approval is required for registration. Don't worry, we've done the heavy lifting and you can now upload your data in a single step.
Let's dive into the details.
Campaign Registration Dashboard
The Campaign Registration Dashboard allows Company Admins to easily view the status of their registration submissions, as well as any issues or errors encountered during the registration process.
To access your Campaign Registration Dashboard, head to your Admin Settings from Dialpad.com
- Select Company Settings
- Navigate to Campaign Registration
Registering a Brand for your Organization
The Company & Brand Information Form is critical to the verification process — for a successful registration, each field must be filled in accurately.
Let's go over what needs to be entered into each field.
Here, you'll see the following 5 choices:
- Private Profit
- Your company has a valid Tax ID (see below)
- Is not listed on a public stock exchange
- Is not a non-profit organization
- Public Profit
- Your company is listed on a public stock exchange
- Sole Proprietor
- Your company does NOT have a valid Tax ID (see below)
- See the Sole Proprietor Campaign section below for details on other restrictions
- Only to be used by designated "NON PROFIT" status businesses — organizations with a "NOT FOR PROFIT" status need to register as a "Private Profit Company"
- Only to be used by Government-run organizations
Legal Company Name
This can be confusing if you have a complicated business structure. Don't worry, this name is not shown to any consumer or message recipient — it is only critical for the validation of the brand. The Brand Name section should be used to indicate the Brand or Doing Business As (DBA) names.
Company Tax ID number
The Tax ID number is used in conjunction with the company’s name, address, and other information to ensure we perform a background investigation on the correct company. Please see the per region guidance:
If you are a US company or a foreign company with a US IRS Employer Identification Number (EIN), enter that nine-digit number in the EIN field and ensure that your legal company name is consistent with your IRS registration and is properly spelled. The address you enter should also be the same as that used in registering with the IRS.
If your primary business registration is in Canada, enter your Canadian Corporation Number, which may be federal or provincial. Please do NOT enter your business number or federal tax ID number, as that is not readily cross-referenced. Ensure that your legal company name is consistent with your corporation registration and is properly spelled. The address entered needs to be the same as that used in registering with Corporations Canada.
- Alberta: Corporate Access Number
- British Columbia: Requires an alpha prefix (BC)
- Quebec: Quebec Business Number
- Ontario: Federal Corporation Business Number (begins with two zeros, but remove leading zeros in admin to verify)
- Manitoba: Manitoba Corporation Number
If your company is registered in a region without specifications for the Tax ID, you will need to contact the A2P Trust Vendor to get the latest guidance for your region. You can indicate your intention to register with Dialpad as your Campaign Service Provider.
Europe, Eastern Europe, North Atlantic, Middle East, South America, and APAC
Please enter the numeric portion of your VAT ID number. Automated VAT identification matching is currently optimized for the following list of countries. If your country is not on this list, please provide the primary corporation registration number or tax ID number for your country.
- Croatia HR
- Hungary HU
- Ireland IE
- Italy IT
- Lithuania LT
- Luxembourg LU
- Latvia LV
- Malta MT
- Netherlands NL
- Norway NO
- Poland PL
- Portugal PT
- Romania RO
- Sweden SE
- Slovenia SI
- Slovakia SK
- Northern Ireland XI
- United Arab Emirates AE
- Australia AU
- Belarus BY
- Chile CL
- Iceland IS
- Malaysia MY
- New Zealand NZ
- Saudi Arabia SA
- Singapore SG
- Taiwan TW
Please provide the email address and phone number for a contact at your company with knowledge of the registration details. Ie: who can we contact about this campaign registration if there are any issues?
Select the industry category that best aligns with your organization.
Provide your company's primary website.
The legal address associated with your business registration and Tax ID.
Registering your Messages for your organization
The Campaign or Message registration describes how your organization sends messages to Consumers. The terminology here can be misleading — a Campaign is the general reason you're sending a message, not a specific or targeted communication campaign, or an electoral campaign. This provides the mobile wireless providers with context, allowing them to approve the Campaign. Understanding Dialpad’s Messaging Principles and Best Practices will help you answer the questions in this form.
Provide a summary of the messages sent to Consumers. This is not internal communications between Dialpad accounts, but messages sent to mobile phone users.
For example, a local pharmacy might provide:
Our pharmacy staff will message our clients who provided their phone number and approval to receive an SMS notification when their order is ready for pick-up.
Restricted Content Declarations
The Yes/No and checkbox questions are declarations of the content your organization’s messages sent to Consumers.
Age-gated message content, lending or loan arrangements
This highly regulated content must be clearly described in the messaging description and sample messages to prevent false flagging and fee assessment.
Dialpad provides Opt-out and Help responses to all Dialpad numbers. If your organization already has features to manage STOP, HELP and UNSTOP responses check these boxes.
Note information in as much detail as possible on how your consumers chose to Opt-in, Opt-out, or ask for Help, and what messages they would receive for each of the situations.
You'll need to provide examples of your opt-in message, opt-out message and keyword examples.
In this section, you must specify the use of your SMS/MMS messages — conversational messaging or automated-driven communication.
- Conversational messages are an active dialogue with customers, with a back-and-forth format of queries and responses.
- Automated-driven communications use pre-formatted messages, such as marketing campaigns, password retrievals, meeting/appointment reminders, delivery follow-ups, etc.
If it is for both types of use, both checkboxes can be checked.
Generic Best Practices
If you selected "Automated-driven communication" in the previous section, you will need to provide examples of the main message type you send. Regulators are looking for specific information, in a specific way. Let's break down the following message, which clearly identifies the following:
- A real-world example of messaging a consumer
- Clear identification of the message sender
- Clear call to action
- Displays common URLs or Phone numbers
- Opt-out keywords and instructions
Take a look at the below sample message:
"Hi Carla, this is Susie from <Company> checking to see how your launch of the AI CSAT feature was proceeding and if you had any problems you needed help with? You can always get a hold of our support team at <support> URL. You can also stop receiving these messages by replying STOP."
- Clear identification of the sender
- Clear call to action, respond back with questions
- Sample shows our link to our domain for support contacts
- Opt-out instructions for initial contact messages.
*The evaluation is performed by a real human, and the test is to confirm the sample message fits in the category of the messaging use-case.
“Hi, how are you doing today?” is conversational messaging, and without confirmation of who is sending the message or why, and will likely be rejected by the approvers.
Have a read through our Messaging Principles and Best Practices article for more information.