Step 1 of 6

Your business

1. Customer and contact information

Who we should talk to about this registration.

Company or organization legal name

DBA or trade name (if different) (optional)

Primary contact name

Title

Email address

Use an address on your company domain. Free mailbox domains (Gmail, Yahoo, Outlook.com) lower the brand vetting score.

Phone number

Company website

Must be live and public. A parked, under construction or login only site is an automatic rejection.

Business address

City, state and ZIP

2. Brand information

The Brand is the legal business entity responsible for the messaging program. Enter the legal business name exactly as it should appear in the registration.

Legal business name

Match your IRS EIN letter (CP 575 or 147C) character for character, including Inc, LLC and punctuation. A mismatch is the single most common brand rejection.

Federal EIN or Tax ID

Nine digits. It must belong to the legal name above. Enter your EIN, not a Social Security number.

Entity type

Private, for profit Public, for profit Non profit

Industry or business type

Briefly describe what your company does (1 to 3 sentences)

Step 2 of 6

Your messages

3. Who will receive your text messages?

Recipients

How do you obtain the recipient's mobile phone number?

Numbers must come directly from the person who will receive the texts. Purchased, rented or shared lists cannot be registered.

5. Campaign and use case

Select the description that best matches the campaign. If you are unsure, describe the campaign and we will determine the most appropriate registration category.

Use case

Campaign purpose. What is the primary reason for sending text messages?

Two or three plain sentences: who gets the texts, why, and what they signed up for. Vague purposes such as "general communication" are rejected.

Will ANY messages contain advertising, promotions, discounts, sales offers or solicitations?

Answer Yes if even one message could promote something. Undeclared marketing is a common reason for a campaign to be suspended after approval.

Yes No

Step 3 of 6

Consent

7. Website, privacy policy and terms

Privacy Policy URL

Terms and Conditions URL

SMS Terms URL (if separate) (optional)

Customer support HELP phone number

Customer support email

Please confirm each of the following

Our Privacy Policy addresses SMS and text messaging. Our Privacy Policy does NOT state that mobile opt in data is sold or shared for third party marketing. Our website's SMS consent language matches the campaign being registered. We can provide a screenshot or other evidence of the opt in process if requested.

Privacy policy wording carriers look for

Step 4 of 6

Samples and opt out

8. Sample messages

Provide two to four realistic examples of messages you expect to send. Include the company or brand name in each sample where practical. Do not provide generic examples that do not reflect actual traffic.

Sample message 1

Sample message 2

Sample message 3 (optional)

Sample message 4 (optional)

9. Opt out and HELP handling

What happens when a customer replies STOP?

Carriers expect STOP to take effect immediately. Manual removal is allowed but must be prompt and reliable.

The number is automatically suppressed from future messages. A staff member manually removes the number. Other

What response is sent to HELP requests?

Additional opt out keywords you support (STOP, UNSUBSCRIBE, CANCEL, END, QUIT) (optional)

Customer service phone number for messaging assistance (optional)

Step 5 of 6

Numbers and records

10. Message sender and phone numbers

CloudX domain or customer name (if known) (optional)

Sending phone numbers, if already assigned (optional)

Are these numbers already being used for SMS?

Yes No Not yet assigned

11. Consent records and compliance

Please confirm that your organization can document consumer consent when requested.

Consent records

We retain the phone number that opted in. We retain the date and time of consent. We retain the source or method of consent (website, form, agent, etc). We can identify the campaign or program for which consent was given. We retain the consent language or can reproduce what the consumer saw. We maintain opt out and suppression records.

Where are consent records stored?

How long are they retained?

Keep consent records at least as long as you text the number, plus several years. Four or five years is a common benchmark.

12. Special circumstances

Check any that apply

We use lead vendors or lead generation companies. We purchase or receive leads from third parties. We send messages on behalf of another company or brand. We use multiple brands or DBAs. We use an agency or marketing company to send messages. We send messages involving financial services, healthcare, debt collection, political content, gambling, or other regulated or sensitive topics. None of the above

Step 6 of 6

Review and sign

13. Customer certification

By signing below, the customer confirms that the information provided is accurate and that the intended messaging program will follow applicable SMS consent, opt out, privacy and messaging requirements. Submission of this questionnaire does not guarantee campaign approval. TCR, the carriers and messaging providers may request additional information or changes.

Authorized representative name