A2p and 10 DLC Checklist

Modified on Thu, 01 Feb 2024 at 11:22 AM

Business Information

Business Name
Physical Address (Street, City, State/Province/Region, Postal Code, Country)
Business Identity (Direct Customer or ISV/Reseller/Partner)
Business Type (Partnership/Corporation /Co-Operative/LLC/Non-Profit)
Company Status (Private/Public)
Tax ID or Business Registration Number and Type (EIN for US-based companies, other Business License or Tax ID number for non-US companies)
Industry
Website
- Domain
- Web form for leads to opt in (Make sure that the webform has a checkbox for Messaging consent
  - By clicking “SUBMIT", you agree to our Terms of Use and Privacy Policy. You consent to receive phone calls and SMS messages to provide updates on your inquiry and/or for marketing purposes. Message frequency depends on your activity. You may opt-out by texting “STOP”. Message and data rates may apply.
- Terms and Conditions and Privacy Policy page
  - You can generate terms and conditions here: https://www.termsandconditionsgenerator.com/
  - You can generate a Privacy policy here: https://www.termsfeed.com/

Regions of Operations

Point(s) of Contact

Name
Email
Business Title
Phone Number
Job Position (Director/VP/GM/General Counsel/CEO/CFO)

You’ll need the following information for the Campaign creation process:

The A2P use case type
The Campaign description
Two sample messages, each up to 1024 characters long
The message flow: details around how a consumer opts into your campaign, therefore giving consent to receive your messages

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 Messaging Policy

Ensure data accuracy and consistency

Make sure you submit Campaign registrations with accurate and consistent data:

Best Practice	Examples
Consistency in brand registered, website, and sample messages	If your brand name is Acme, your website is www.acme.com, but your sample messages say “Here’s your one-time passcode for logging into www.contoso.com”, your campaign will be rejected
Consistency in sample messages and use cases	If you register a marketing campaign, but sample messages say “Here’s your one-time passcode: 123456”, your campaign will be rejected
Consistency in email domain and company name	If you register a brand as Twilio Inc., but you provide an email address with the Gmail domain names, your campaign will be rejected. Note that this check only applies to large, well-known corporations that should have dedicated email domains
Make sure you submit real, working websites	If you indicate that your customers opt-in to your messages via the website, but provide a website address that does not function, your campaign will be rejected
Make sure the brand you register is the actual brand that you’re sending messages for	For ISV customers, if you register a brand with your own company’s information (e.g. a company that provides tech for dental offices), but send messages on behalf of your customers (e.g., individual dentist practices), your campaign will be rejected
Make sure you create as few duplicative brands and campaigns as possible	Excessive brands with the same EIN and excessive campaigns with the same campaign attributes may be seen as high-risk and may result in campaign rejection
If you wish to send templated messages, please make sure to indicate the templated fields in sample messages with brackets, to help reviewers better identify which parts are templated	For example, please write “Dental check due for [Mary Doe], Visit [www.contoso.com] to schedule an appointment or call [123-456-7890]”

Ensure your use case involves consumer consent before sending messages

Make sure you collect consumer consent appropriately. Please refer to the CTIA guidelines to see detailed instructions and best practices on handling consumer consent.

Best Practice	Examples
Make sure consumer opt-in is collected appropriately	If you indicate you collect opt-in via text messages, but your sample messages say “Hi, is this the owner of 123 Oak Street? I’d like to discuss how I can help you sell your property”, it is clear that you have not collected appropriate consent before sending messages and your campaign will be rejected.
Make sure opt-in language is available on your website if you indicated in the "How do end-users consent to receive messages?" field that a consumer opts into your campaign on your company website	If your brand Acme uses its website, www.acme.com, to collect phone numbers but your website Call-to-Action does not contain opt-in language such as “By providing your phone number, you agree to receive text messages from ACME. Message and data rates may apply. Message frequency varies.”, your campaign will be rejected.
We recommend having opt-out language in at least one of your sample messages	For example, please consider adding language such as “Please reply STOP to opt-out” in one of your sample messages