Overview
SMS campaign registration (A2P 10DLC) lets your business send text messages to customers in the United States and Canada through wireless carriers. Complete the following steps in 8x8 Admin Console to register your brand and campaign with the carriers. A one-time registration fee of $89.00 USD, charged by US wireless carriers, will appear on a subsequent invoice.
Before you start
Before signing in to 8x8 Admin Console, complete both of the following items on your website. Missing either item is the most common reason SMS campaigns are rejected, and each rejection adds at least two weeks to your timeline.
1. SMS disclaimer — add this text to your Contact Us page, just above the Submit button:
"By providing my phone number to [BRAND NAME], I agree and acknowledge that [BRAND NAME] may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and you will be able to opt out by replying "STOP". Assistance can be found by texting "HELP". For more information on how your data will be handled, please visit: [Privacy Policy link]"
2. SMS privacy policy statement — add this to your Privacy Policy page (or your Contact Us page or home page if you do not have a privacy policy page):
"No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."
Note: If your website does not collect phone numbers online, add the SMS privacy policy statement to your privacy policy section or at the bottom of your home page or Contact Us page.
Warning: Do not proceed until both items above are live and publicly accessible on your website. Carriers check for these during review.
You also need the following:
- Full administrator access to 8x8 Admin Console (not Manager Express access)
- Your IRS EIN confirmation letter open and ready (or your Canadian Business Number document)
Steps
Sign in and open the SMS tab
- Sign in to 8x8 Admin Console with full administrator credentials. The Admin Console home page opens.
Note: Manager Express access is not sufficient to complete this process. Contact your 8x8 account executive to upgrade your access level before proceeding. - Go to Phone System and click the SMS icon labeled "Manage SMS-enabled numbers, campaigns and brands." The SMS management page opens.
Complete the Your Brand form
This form registers your business identity with the carriers. Every field is verified against external databases — typos can cause rejection.
Note: Have your IRS EIN confirmation letter open on screen before filling out this form.
- Open the Your Brand form.
- Fill in each field using the table below.
Note: Canadian businesses: enter only the first nine digits of your Business Number in the Tax Number field. For example, if your BN is 123456789 RP 0001, enter only 123456789. Canadian government entities and non-profit societies must select Private Profit, not Nonprofit, as the entity type.
Warning: Common reasons for brand rejection: (1) missing a second line in the legal company name, (2) abbreviated addresses ("ST" instead of "Street"), and (3) Canadian BNs entered with the RP reference number.
- Click Save. Your brand registration is submitted.
Note: If your brand submission fails even though your information is correct, submit a support ticket to 8x8 and attach a copy of your IRS EIN confirmation document. The support team can request additional manual vetting through The Campaign Registry (TCR).
Write your campaign description
Your campaign description tells carriers how your business uses SMS. A vague description is a common rejection reason.
- In the Campaign Description field, write a description of at least 40 characters that covers: what kinds of messages you send, who receives them, and that you do not sell or share their data.
Sample description (edit to fit your business): "We use SMS to communicate directly with our clients and employees. We send an acknowledgment message to clients to let them know we received their inquiry. Messages are for direct communication, appointments scheduled, and support assistance. We don't do any marketing SMS."
Write your call-to-action message
The call-to-action (CTA) explains how customers opted in to receive your messages. Use the option that matches how you collect phone numbers.
- In the Call-to-Action field, enter the message that matches your opt-in method:
- Option A — Web form or website: "Clients will initiate the campaign by adding their number to our contact form here: [Insert your Contact Us page link]. They will also give consent to be contacted via SMS. Finally, we note that we won't sell or convey their private mobile data to any third parties and that they can always refer to the Privacy Policy on the website. The initial opt-in message will have the disclosures, and from that point on, the messages will be conversational. Message and data rates may apply. Message frequency will vary, and you will be able to opt out by replying 'STOP'. More information and assistance can be found by texting 'HELP'. Privacy policy page: [Insert your Privacy Policy page link]"
- Option B — Phone (no web form):"Verbal — they initiate the campaign by calling the main number at [Insert contact phone number]. During a phone conversation, we ask the caller if we can continue with more details written in SMS messages. We'll remind them that they can opt out of future messages at any time by replying STOP, and we'll honor that request. More information and assistance can be found by texting 'HELP'. We also remind them that these messages are subject to message and data rates and that the number of messages will vary based on our conversations. Finally, we note that we won't sell or convey their private mobile data to any third parties and that they can always refer to the Privacy Policy on the website: [Insert Privacy Policy link]. The initial opt-in message will have the disclosures, and from that point on, the messages will be conversational."
Set up opt-in, opt-out, and help messages
These three auto-reply messages are mandatory and cannot be disabled. Each message must be at least 20 characters and must include the phrase "Msg & Data Rates May Apply."
- In the Opt-In keyword field, type START and press Enter. The keyword is saved.
- In each message field, enter the corresponding sample text below. Replace [BRAND NAME] with your actual brand name.
Set campaign content attributes
Review the campaign content attribute toggles and enable only the ones that apply to your business. Skip this section if none of the attributes apply.
- Review each attribute in the table below and enable the toggle if it applies.
Add a sample message
Sample messages show carriers what your users will actually receive.
- In the Sample Message field, enter one or more example messages. Each sample must be at least 20 characters and must include your brand name and STOP/HELP instructions.
Sample message — replace [BRAND NAME] before using: "Thank you for contacting us. We will get back to you as soon as possible. Text 'STOP' to end, or 'HELP' for further assistance. Message frequency will vary. Msg & Data Rates May Apply. —[BRAND NAME]"
Agree to terms and submit
- Check the terms and conditions agreement box.
Warning: Checking this box and clicking Save authorizes the one-time $89.00 USD charge required by US wireless carriers. This fee will appear on a subsequent invoice. 8x8 covers all recurring monthly carrier fees. - Click Save. Your campaign is submitted to 8x8 for review.
- Notify your 8x8 technical support representative by replying to their email or updating your support ticket. The support team reviews your campaign before it goes to the carriers and monitors the submission once it is sent. They notify you when the carrier responds.
Pre-submission checklist
Review this list before clicking Save.