Welcome to the compliance registration guide. This article will walk you through the process of registering your messaging use case/campaign in Aloware, ensuring compliance with carrier guidelines. Follow these steps to set up your campaign and start messaging efficiently.
Note that you cannot merge the A2P campaign for local presence lines with any other line types. A2P lines require their own campaign registration.
Register your messaging use case/campaign
Pathways to registration
You can register your campaign in Aloware through two main pathways:
Quick setup or advanced setup
Account > compliance tab > A2P campaigns > quick setup or advanced setup.
Register a new campaign
Account > Compliance tab > Unregistered Lines > Select all lines to be added in the campaign > + Register a New Campaign (blue button)
What you need to register your campaign use case/messaging?
Ensure all lines/numbers that must be registered are included. Follow the guidelines below for all compliant factors needed for your messaging service (campaign/use case) registration.
Use case
Choose the use case that best represents your messaging campaign (e.g., Marketing, Customer Care).
Register separate campaigns for multiple use cases.
Mixed-use case - For customers who want to send messages for multiple use cases from the same set of numbers.
Campaign description
Describe your messaging use case. Explain the objective or purpose of the campaign thoroughly.
Message flow/ call-to-action
How do end-users consent to receive messages? (40-2048 characters)
Describe how end users opt-in to the campaign.
Include all opt-in methods used.
Sample CTA/message flow/opt-in workflow
Example 1: End users opt-in by visiting www.examplewebsite.com and adding their phone number. They check a box agreeing to receive text messages from Example Brand.
Example 2: End users can opt-in by texting START to (111) 222-3333.
Example 3: End users opt-in by visiting www.examplewebsite.com and adding their phone number. They check a box agreeing to receive text messages from Example Brand. Additionally, end users can opt-in by texting START to (111) 222-3333.
Message samples
Provide two sample messages. Each should be clear, precise, and match the campaign use case. Must include:
Sender Identification
Opt-out option
Embedded links and/or phone numbers (if applicable)
Sample Message #1:
Hi [lead name], this is [rep name] from [your company name] reaching out about [your message content]. Reply STOP to opt-out.
Sample Message #2:
Hi [lead name], this is [rep name] from [your company name] following up about [your message content].
Message contents
Indicate if your messages include links/phone numbers.
Embedded links: (Y/N): Should reflect in the sample message.
Embedded phone number: (Y/N): Should reflect in the sample message.
Note: Public URL shorteners are not accepted. The website URL included in the sample messages must be secured and branded.
Reminders
Valid URL must be provided for registration.
Websites need to be functioning.
Pre-launch registration must be indicated in the campaign description.
Opt-in through a website: Provide a link to the website with Privacy Policy and Terms of Service links.
Opt-in through paper form/login: Provide a hosted link to the image of your opt-in form.
Sender identifier
Your sender's name and the company name should always be indicated on initial messages and follow-up messages without an active or ongoing conversation with the end user. Every message must identify you as the sender.
Example:
Hi [name], this is [name] from [company name] reaching out about your one-time passcode. Reply STOP to opt-out.
Opt-out phrase
Include an opt-out phrase at the end of every initial message on all lead contacts. Provide this option every 30 days when sending initial messages to leads with active or ongoing conversations.
Example:
To opt out, reply STOP. Reply STOP to opt out.
Opt-in workflow
Checkbox for consents on the company website or web forms.
Links for Terms of Service and Privacy Policy.
Separate checkbox for receiving communications.
Required disclosures:
Fee disclosure: "Message and data rates may apply."
Service delivery frequency: "4 messages per month", "Message frequency varies", "1 message per login", etc.
Customer care information: "Text HELP for help" or Help at XXX-XXX-XXXX.
Privacy Policy link: Describing how end-user opt-in information will be used.
Terms and Conditions link: Describing terms of service.
Sample opt-in workflow/CTA verbiage
Ensure all opt-in methods, disclosures, and compliance elements are clearly communicated to your audience.
By following this guide, you can ensure that your messaging campaigns are compliant with carrier regulations and effectively communicate with your audience. Aloware makes the registration process straightforward, helping you meet all necessary requirements.