Campaign Registration Step by Step Guide

Modified on Fri, 3 Oct at 5:16 PM

✅ Important Step After Brand Submission and Approval.

Once your Brand registration is successfully approved as part of the A2P 10DLC (Application-to-Person 10-Digit Long Code) setup, the next essential step is to register a Campaign associated with that Brand. This step is mandatory to begin sending A2P messages through 10DLC phone numbers.

However, it’s very important to note that Campaign registration is not triggered automatically once your Brand gets approved. There is a common misconception that the system handles this automatically — but that’s not the case.

You will need to manually submit the Campaign registration yourself after Brand submission / Approval. Until this is done, your A2P 10DLC setup remains incomplete, which means you will not be able to send compliant SMS messages through your 10DLC numbers.

✅ What You Should Do

After receiving confirmation that your Brand is approved:

Go to Trust Centre >> A2P Wizard.
Click on Create Campaign.
Initiate and complete the Campaign registration form.
Await Campaign approval before using your number for A2P messaging.

Campaign Details

Once you complete the steps to submit the Brand Details, you will be taken to Campaign Details page.

Campaign Details page has two sub-sections:

Messaging Use Case
User Consent

1.0 Messaging use case

Clearly describe the purpose of your SMS campaign. Specify who will receive the messages, the nature of the content, and the context in which messages will be sent. For example, "Sending appointment reminders to clients who have opted in via our website."

You will see two campaign fields on this page

Use Case Description
Sample Message #1 & #2

1.1 Use Case Description

The use case description field under Messaging Use Case outlines the specific purpose and intended usage of your SMS campaign. It’s a critical requirement for approval because it informs carriers about how and why you are sending messages, ensuring compliance with regulations and transparency.
Must explain what type of SMS the client will be sending (e.g., marketing messages, appointments, notifications, etc.).
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.
Use Case Description Example:

Use Case Description Example 1:	"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."
Use Case Description Example 2:	"This campaign targets customers who have opted in to receive marketing updates via our subscription form. Messages will include promotional discounts, new product announcements, and exclusive offers. Users can opt out anytime by replying STOP."

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 the same EIN for 10 brands max.

1.2 Sample Message

Sample Message #1 & #2 refers to the sample messages you provide as part of your application for A2P10DLC campaign submission. These examples demonstrate the kind of SMS content you intend to send to your audience. The goal is to give carriers a clear idea of your messaging purpose, format, and compliance with regulations.
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.
Sample message Examples:

Non-marketing messages:

Use Case: Healthcare or service-based businesses sending appointment reminders.

"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:

Use Case: Healthcare or service-based businesses sending marketing 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 {{name}}! 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."

2.0 User Consent

Users must clearly and willingly agree to receive messages, and the consent should specify the type of messages being sent, such as marketing, transactional, or informational.
Ensure users are fully informed during the opt-in process. Clearly communicate:
- The type of messages they will receive.
- The expected frequency of the messages.
- Any associated costs, such as standard message and data rates.

⚠️ IMPORTANT NOTE:

Brands cannot submit Campaigns using [company name] and will need to update their flows to have their own BRAND NAME rather than "the company" or "the business"

Brands cannot use MarketingPlex’s demo numbers in their opt-in flows and campaigns.
Brands cannot submit using MarketingPlex’s sample number provided in guidance.

eg: "Additionally end users can also text START to +1 (213) 725-2867."

2.1 How do lead/contact consent to receive messages?

Methods of Obtaining User Consent

Web Forms
Text Message Opt-In
In-Person or Paper Forms
Verbal Consent

If consent is being obtained on the website, please provide the URL. If it’s verbally, provide the script with the above requirements. If it’s a keyword opt-in, please provide the image of how the keyword is being advertised to the end users with all the required disclaimers. If it’s over a paper form, please provide a picture of the form where we can see all the disclaimers and where the end user is providing their phone number.

Below are examples of Web form Opt-In flow.

When Phone Number field is Mandatory in Web form OPT-IN.

Consent check boxes should be separated for both Marketing and Non-Marketing Messages.
Consent check boxes cannot be pre-selected and should be optional when Phone Number is required.
SMS notifications cannot be forced in the form. Meaning you cannot require BOTH consent and the phone number to proceed.
Privacy Policy and TnC at footer.

When Phone Number field not Mandatory in Web form OPT-IN.

Consent check boxes not required when Phone Number field is not mandatory.
Privacy Policy and TnC at footer.

2.2 Consent Checkbox

Messaging consent must ALWAYS be optional. Check boxes cannot be pre-selected or pre-checked.
Opt-in consent message and checkbox must be separated from the Privacy Policy | Terms of Service consent and check box.
You need to include the bolded part like:
- The type of messaging you are sending and the business/brand name
- Message delivery frequency or recurring messages disclosure ("4 messages per month", "Message frequency varies", "1 message per login", etc)
- Fee disclosure: "Message and data rates may apply"
- Customer care information (typically "Text HELP for help" or Help at XXX-XXX-XXXX)
- Opt out instructions (typically "Text STOP to cancel")
  - Checkbox for SMS Notifications & Alerts use case example:
    I Consent to Receive SMS Notifications & Alerts from {{location.name}}. Message frequency varies. Message & data rates may apply. Text HELP to {{location.phone}} for assistance. You can reply STOP to unsubscribe at any time.
  - Checkbox for marketing use case example:
    I Consent to Receive Occasional Marketing Communication from {{location.name}}.
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

2.3 Privacy policy

Here are detailed guidelines on Privacy Policy and Terms of condition

Find Keywords: Look for words like share, disclose, sell, affiliate, and third-party.
Check Context: See if the sentence allows sharing or selling leads' information with others.
Remove or Fix: Delete or reword any text that says leads' information is shared or sold.
Confirm: Make sure the policy clearly states that you don’t share or sell leads' information.
Must add 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."

2.4 Terms of service

Make sure the company name & logo is branded in the webpage header to ensure consistency.
Provide publicly accessible terms of service URL.
Must add these 6 bullet points

{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 shortcode. 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}.

2.5 Opt-in Message

It should not exceed 160 characters and must have the following:

Program/company name
Message frequency (must align with the frequency on the CTA and SMS Terms)
Disclosure: Message and data rates may apply
Customer care contact details: Reply HELP for help.
Opt-out instructions: Reply STOP to opt-out.
- Example: [Company name]: Thank you for signing up for updates! Msg freq varies. Msg&Data rates may apply. Reply HELP for help, STOP to cancel.
- Example: You have successfully opted in for messages from ABC Company. Reply STOP to unsubscribe.