10DLC Intake Form

Step 1 of 2

Name(Required)

First Last

Email(Required)

Legal Company Name(Required)

DBA (If Applicable)

Entity Type(Required)

Employer Identification Number(Required)

US IRS Employer Identification Number (EIN)

Address(Required)

Street Address Address Line 2 City State ZIP Code

Website(Required)

Vertical Type(Required)

Estimated Monthly Message Volume(Required)

The estimated monthly message volume for the submission.

Use Case Summary(Required)

The description of the use case/submission. The more details, the better.

Messaging Campaign Details(Required)

The description of the messaging campaign. The more details, the better.

Call-to-Action / Message Flow(Required)

Message Flow refers to the sequence and structure of messages that guide the consumer through a specific interaction or process, such as signing up for updates, confirming an order, or receiving customer support.

How is opt-in collected?(Required)

Please provide details on how the business is handling this process. Please include any supporting documentation such as company forms, screenshots of webpages, or company emails.

How is opt-out collected?(Required)

Please provide details on how the business is handling this process. Please include any supporting documentation such as company forms, screenshots of webpages, or company emails.

Sample Conversations(Required)

Provide a full thread, from start to finish, of conversation between business and consumer.

Registration Tips:

One of the most common rejections received is due to not providing sufficient information for the opt-in fields. The business must show proper opt-in consent is being obtained from the consumer. Below are tips on how to help minimize your chances of receiving a denial when providing opt-in with your campaign submission.

1. Make sure the opt-in flow is thoroughly detailed by providing step-by-step instructions a user must take to receive the messaging.

2. Consumer consent should be collected by the direct (first) party sending the messages.

3. Ensure there is explicitly stated consent disclaimer language at the time of collection (ie. when the phone number is collected there should be a disclosure about opting into messaging).

If website opt-in: Screenshots of the web form where the client adds a number and agrees to receive messaging.
Website posting (support): Where is the number advertised and where does the customer find the number to text?
If Voice/IVR opt-in: In this case please provide a screenshot of opt-in via voice in the client’s database/ CRM. (IE, a check box on their CRM saying that the customer opted in and the date)
Paper form (Customer/ Employee): Please provide a copy of the form or screenshot of the email.

Attachments

Drop files here or

Max. file size: 50 MB.

Attach any evidence for the answers above here.

I have reviewed the information above and provided the required examples with the supporting documentation attached. I understand that providing the most accurate and complete information will ensure the timeliest and best outcome for the campaign approval.

Untitled(Required)

Agree