General
      Back to home
      1. Internal RG Wiki
      2. Internal Documents
      3. General

      Twilio A2P 10DLC Registration Process (Internal)

      A2P Registration Link

      Tables can't be imported directly. Please insert an image of your table which can be found here.

          Click Here to view the Form Here is the external support doc

       

      How can clients find the information required on the form?

      There are few specific details that clients will need to include in this form, such as:

      • Employer Identification Number (EIN)
      • Business Name
      • Business Address
      • Business Type

      They are supposed to already know this, or have it nearby... but they can also look it up a few different ways! 

      1. Look at their old Tax Records or W-2 forms
      2. To find their EIN: they can contact the IRS
      3. To create an EIN: they have to Apply for an Employer Identification Number (EIN)
      4. Find their Business Information by "googling" their State Comptroller's website taxable entity search tool

       

      Overview

      Twilio, the provider of our client’s texting capabilities, has released a new rule in response to a new change where major cell phone carriers will be increasing the per-message cost on 10-digit (referred to here as: Long Code) phone numbers.

      These providers partnered with The Campaign Registry (TCR), a company that serves as the official registration platform for the big cell phone companies (AT&T, T-Mobile, & Verizon) to monitor and price messages that are sent through their services to Long Code number services such as Twilio.

      After July 5, 2023, Twilio will begin throttling deliverability rates for clients whose company texting numbers are not registered with TCR. We are collecting registrations from clients, but we need to complete some internal steps to ensure that clients are properly registered with Twilio.

      Video Walkthrough


      Prerequisites

      Make sure that you have access to the following resources:

      Tables can't be imported directly. Please insert an image of your table which can be found here.

      Airtable - Twilio Texting Registration
        Console.Twilio

       

      Steps to Register a Client with Twilio

      There are 3 primary steps necessary to ensure that the client becomes properly registered with Twilio. We must:

      1. Create a Message Service in Twilio
      2. Register a Business Profile
      3. Creating an A2P Campaign

      Although the initial application can be put together quickly, there is currently a backlog of applications at Twilio. As a result, it may take around 7-8 weeks to receive approval.

      Real Geeks was originally told by Twilio Support that the process would take "7-10 business days," so hopefully the applications will be returned sooner than the estimated turnaround time…

       

      Create a Message Service in Twilio

      1. Login to Twilio

      2. In the left-hand menu, click Account → Subaccounts

      3. Search by Site UUID

        Tables can't be imported directly. Please insert an image of your table which can be found here.

        • This may need to be added into the Airtable submission
        • Find this by searching for the company name in the CRM companies page

      4. Click on Account Name (starts with: v1-…)

      5. Click Messaging → Services

      6. Enter the client's domain name (no “www”) in Messaging Service friendly name

      7. Change Select what you want to use Messaging for over to Market my Services

        Tables can't be imported directly. Please insert an image of your table which can be found here.

         

      8. Click Create Messaging Service

      9. Click Add Senders

      10. Confirm Sender Type is set to Phone Number, then click Continue

        • This is set by default, but good to double check

      11. Select client phone number using checkbox on left, then click Add Phone Numbers

        Tables can't be imported directly. Please insert an image of your table which can be found here.

         

      12. Click Step 3: Set up Integration

      13. Enter the Callback URL

        Tables can't be imported directly. Please insert an image of your table which can be found here.

        https://rookery.realgeeks.com/api/v2/sites/UUID/messages/incoming

        You will need to replace the UUID in the link, per client. Be sure to grab this UUID from the company's CRM in the CRM companies page.

      14. Click Step 4: Add Compliance Info

      this will lead you into the steps for Registering the Client’s Business Profile (see below)

       

      Registering a Business Profile with Twilio

       

      1. Click Register Business Profile
        • this will open a new tab
      2. Click Register for A2P Sole Proprietor Package
      3. Click Yes to confirm client is in US
      4. If client does have an EIN to identify their business, click Yes
        • We recommend taking a screenshot of the cost for the client, so they're aware of the fees involved
        • If No, we will need to they will need to register as a sole proprietorship. This would require that you enter the client's contact information as the authorized representative.
      5. Click Yes to creating a Secondary customer profile
      6. Enter the US EIN (Tax ID #)
        • Get from Airtable

          Tables can't be imported directly. Please insert an image of your table which can be found here.

      7. Click Search
        • It's ok if no profile is found. We will be making a profile for them in the next step. If a profile can be found, please confirm the data matches the information in the client's Airtable submission.

          Tables can't be imported directly. Please insert an image of your table which can be found here.

      8. Use the directory below to find the resources you need - find this data in Airtable :
        • Legal Business Name 
        • Business Type (If they say "I don't know" reach out to Brendan for help)
        • Business Registration ID Type (Always use EIN)
        • Business Registration Number (EIN From Airtable )
        • Business Industry (Always select Real Estate)
        • Website URL (Company domain INCLUDING https://)
        • Business Regions of Operation (Always select USA and Canada)
      9. Click Save and Continue

       

      Authorized Representative

      1. Under Notification Settings, we must establish an Authorized Representative for the application. This is the primary point of contact for the client.

        Tables can't be imported directly. Please insert an image of your table which can be found here.


      2. Click Save and continue
      3. Enter Client’s Business Address (Airtable )

        Tables can't be imported directly. Please insert an image of your table which can be found here.

      4. Confirm Notification Settings and the Authorized Representative (again)
      5. Click Save and Continue
      6. Confirm details, agree to Terms of Service with checkbox, then click Submit for review

       

      Submitting a Brand

      1. Click Low-Volume Standard Brand
      2. Click Private Company Type
      3. Click Register

      Confirm brand that the brand is submitted by going to console.twilio.com/us1/develop/sms/regulatory-compliance/a2p-10dlc-overview

      Submissions will typically return success or failure within 30 seconds, but may take up to 15 minutes at times. If  a client is REJECTED, we need to reconfirm contact information with the client.

       

      Create A2P Campaign

      This is the part of the process where we create a submission to Twilio in order to have our clients safe from the message throttling.

      Because ALL Twilio clients are required to do this as well, the approval process has a backlog that has been taking their system up to 7-8 weeks to get an approval back to us.

      1. Select the client’s Brand in the dropdown menu
      2. Under Available A2P Campaign Use Cases, select Low Volume Mixed
      3. Click Select Existing Messaging Service, then select the client’s newly created Messaging Service
      4. Enter the details in the appropriate fields:
        • Campaign Description: (replace domain name with client's domain)
          • CINC The objective of this campaign is communication between home buyers/home sellers and real estate agents. Home buyers and home sellers will register on this website and deliberately opt-in to receive text messages regarding the purchase or sale of a home. They explicitly agree to the site Terms and Conditions that are displayed during the registration process. Opt-in is a self-service process and occurs at the time of sign-up on the website shown in the sample messages provided. Please see the Communications section regarding sharing of Information in our privacy policy www.domain.com/rg-privacy. The third sentence is where Data Sharing for SMS is excluded. "Data sharing excludes SMS opt-in data and consent."
        • Sample Message #1 (replace domain name with client’s domain)
          • Hi FirstName this is Robin with www.domain.com and i noticed that you were looking at some homes online. Reply STOP to unsubscribe. Are you looking to make a move in the next few months or just browsing?
        • Sample Message #2 (replace domain name with client’s domain)
          • Let me know if I can help! - Robin with www.domain.com
        • How do end-users consent to receive messages?
          • End users opt in by visiting www.domain.com/member/contact/ and filling out a sign up form with their name, phone number and email address which contains compliant language for users to expressly consent that they are opting into receive text messages, along with disclaimers about message data rates, frequency and how to get help or to out-out of messages. Language from sign up form on this website: *By providing your number, you are expressly consenting, in writing, to receive telemarketing and other messages, including artificial or prerecorded voices, via automated calls or texts from www.domain.com at the number you provided above. This consent is not required to purchase any good or service. Message and data rates may apply, frequency varies. Text HELP for help or STOP to cancel. More details in Terms of Use and Privacy Policy.
        • Opt-in Keywords
          • START,UNSTOP,YES
        • Opt-in Message
          • You have successfully been subscribed to messages from this number. Reply HELP for help. Reply STOP to unsubscribe. Msg&Data Rates May Apply.
      5. Click Create
      6. Click Confirm
      CINC The objective of this campaign is communication between home buyers/home sellers and real estate agents. Home buyers and home sellers will register on this website and deliberately opt-in to receive text messages regarding the purchase or sale of a home. They explicitly agree to the site Terms and Conditions that are displayed during the registration process. Opt-in is a self-service process and occurs at the time of sign-up on the website shown in the sample messages provided. Please see the Communications section regarding sharing of Information in our privacy policy www.domain.com/rg-privacy. The third sentence is where Data Sharing for SMS is excluded. "Data sharing excludes SMS opt-in data and consent."End users opt in by visiting www.domain.com/member/contact/ and filling out a sign up form with their name, phone number and email address which contains compliant language for users to expressly consent that they are opting into receive text messages, along with disclaimers about message data rates, frequency and how to get help or to out-out of messages. Language from sign up form on this website: *By providing your number, you are expressly consenting, in writing, to receive telemarketing and other messages, including artificial or prerecorded voices, via automated calls or texts from www.domain.com at the number you provided above. This consent is not required to purchase any good or service. Message and data rates may apply, frequency varies. Text HELP for help or STOP to cancel. More details in Terms of Use and Privacy Policy.

       

      How to Find UUID

      1. go to https://leads.realgeeks.com/companies
      2. search for company on right
      3. click company
      4. copy UUID

       

      Dictionary

      A2P = Application to Person. #’s sent from a business/software to a person

      10DLC = 10 Digit Long Code

      Twilio = Communication Service requiring registration

      TCR - The Campaign Registry. Service used by major cellphone companies to register users

       

      FAQ

      What is A2P 10DLC?

      According to Twilio:

      "A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person (A2P) type messaging via standard 10-digit long code (10DLC) phone numbers. Carriers in the US consider all Twilio traffic to be A2P."

      A2P 10DLC stands for Application to Person 10 Digit Long Code. This is a 10-digit number used by vendors to allow texting in their services. Real Geeks uses Twilio to provide these type texting numbers for clients to use.
       
      Visit Twilio's Guide that goes into more detail about what exactly an A2P 10DLC Phone Number is!

      Who needs to register?

      Site Owners only! This is a company-level registration, not user-level.

      Why do clients need to register?

      A2P 10DLC Registration is a new requirement from mobile carriers (AT&T, T-Mobile, Verzion, etc.) in the United States. This process is designed to vet senders prior to messages being delivered to ensure the intended use case of the text messages is acceptable and all legal requirements for opt in/opt out are met.

      Many of our clients are currently seeing "filtering" due to not being registered. Filtering means some messages may not be delivered to recipients due to the mobile carrier stepping in. The primary objective of this registration is to improve deliverability for text messages to leads for those already impacted as well as to prevent impact for those who are not seeing any filtering as of yet.

      What information do we need from our clients?

      This registration process requires the client provide us their legal business information listed below. All of this information can be found on their W-2:

      • EIN
      • Business Name
      • Business Address
      • Business Type
      What if clients don't know their EIN or other information?

      If they have a W-2 all of the information should be listed.

      If they lost/don't know their EIN, go here: https://www.irs.gov/businesses/small-businesses-self-employed/lost-or-misplaced-your-ein

      If they need an EIN, they can go here: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online

      If in Canada they should provide their Provincial Corporation Number
      **Canadian registration is not yet available but we know this will be the required piece**

      How long will the registration process take?

      As of April 4, 2023 Twilio has advised us registrations are taking a minimum of 5 weeks to process with mobile carriers. There is quite the backlogged queue of registration requests being sent to The Campaign Registry, a third party partnering with mobile carriers, to process these requests.

      Due to this long wait time it is ideal that clients provide us with this information sooner than later to reduce delays in improving deliverability of text messages.

      What if a client needs the registration form?

      The registration form is https://www.realgeeks.com/a2p10dlc.