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Setting up TCR registration and assigning numbers to your SMS campaigns

Last updated on February 24, 2023

Mobile carriers now require you to register your brand, campaign, and number assignments before enabling SMS. This is required regardless of how you currently utilize SMS.

The first time you register for TCR, you’ll need to do these steps in the listed order.

Create a brand. Most accounts only require one brand.
Create a campaign. Most accounts only have one campaign under their brand, but you can have multiple if needed.
Assign numbers to your campaign(s).

Select which step you want to set up.

Brand

Campaign

Assign your numbers

Creating a brand

A brand works as your unique business registration, tied to your legal business name and federal registration number (EIN or Corporation Number). It signifies who’s responsible for the SMS messages. Most customers will only need to register one brand.

Note: Brand registration can take up to 10 minutes to get approval.

Go to the Admin Portal and sign in as a super admin.
Click Phone System from the top menu.
Go to Enhanced Business SMS > 10DLC Registration.
Click Get started.

In the Add new brand window, enter the required information for Company details.
- What type of legal form is the organization?: Public, private, or non-profit.
- EIN/Tax ID issuing country: This must be the business registration number assigned to your business by a federal agency. For example, in the US, the IRS provides the EIN. Failure to provide your correct business registration number and business name will result in automatic rejection by TCR. Note: If you don’t have an EIN, you’ll need to register for one with the IRS.
- Legal company name. This entry must match how your business is registered with the corresponding federal agency that issues your business registration number/EIN/ Tax ID (e.g., IRS SS-4).
- Country of registration: Enter the country where your business is registered.
- Employer Identification Number (EIN): Number you received from the IRS.
- DBA or brand name: Name of your main or sub-company.
Select a Vertical from the dropdown under Additional details. You may also enter a website address (optional). Note: All fields are required, and your legal business name and Federal Tax ID must match exactly, or your application will automatically be rejected.
Click Next.

Select one of the options under How would you like to fill in your company address and contact details?
- Use my current billing address and contact details: All your information will be automatically entered in the Company address and Contact details sections.
- Start with a blank form: You’ll need to manually enter the required information.
Click Next.

Review the information listed. TCR charges for every application, regardless of whether your brand is accepted or rejected.
Check the box next to the acknowledgment statement, then click Next.
Click Print to get a copy of your submission, then click Done to close the window.
Wait 5-10 minutes, then refresh the page to confirm you’ve registered your brand.
- Registered: Click Campaigns to complete the next step in the registration process.
- Registration unsuccessful: You’ll need to make the necessary changes TCR indicates in your application, then resubmit.

Once successfully registered, click the Back to top gray arrow icon on this page to follow the steps for creating your campaign.

Note: Most accounts only require one brand. However, if you have multiple brands, like subsidiaries of your main company, you can add more by clicking Add new brand.

Creating a campaign

A campaign illustrates to carriers how you use SMS. You’ll need to register a campaign under your brand to comply with TCR requirements. Once you’ve set up a campaign, you’ll be able to assign numbers and enable SMS.

Note: A campaign can take 20-30 business days to process and get accepted.

Go to the Admin Portal and sign in.
Click Phone System in the top menu.
Go to Enhanced Business SMS > 10DLC Registration.
Click Campaigns > Add new campaign.
Select your brand from the dropdown for Which brand will the new campaign belong to?
Click Select next to the campaign type that best reflects how you utilize SMS.
- Conversational messages allow you to send messages between coworkers and out to potential prospects or partners.
- Automated messages work for marketing-type messages.

Under Select use case, choose which case best fits your SMS campaign.
- Conversational messages
  - High volume: Frequent text messages to customers (i.e., daily or weekly)
  - Low volume: A few text messages to customers (i.e., monthly)
- Automated messages
  - Dedicated campaign: You’re using SMS for a single purpose. Choose an option from the dropdown under Use case, then click Select.
  - Mixed campaign: You’re using SMS for multiple use cases. Select an option under the Text messaging volume dropdown then up to 5 options from the Use cases dropdown. Then click Select.
Review the terms for all mobile network operators, regardless of the one you use, then click Next. Note: RingCentral limits SMS to a maximum of 50 messages per minute per number.
Under Add Campaign details, enter the name, description, how you obtain consent, and at least three sample messages (required by TCR). Note: You must obtain consent from your customers before sending SMS messages. There are five common ways you can obtain permission.
- They entered their number on a website. You will need to provide the website page and describe how they do it.
- Clicking a button on a mobile webpage. You will need to provide screenshots of the mobile webpage and how the process works.
- Sending a message from the Consumer’s mobile device that contains an advertising keyword
- Initiating the text message exchange in which the Message Sender replies to the Consumer only with responsive information
- Signing up at a point-of-sale (POS) or other Message Sender on-site location; or
- Opting-in over the phone using interactive voice response (IVR) technology
Click Next.

Type in your opt-in, opt-out, and help keywords. By default, STOP and HELP are entered in the opt-out and help keywords boxes. These are required for any campaign and can’t be unchecked.
Tick the checkbox next to I confirm that this campaign will not be used for Affiliate Marketing.
Click Next.

Confirm your campaign information and registration costs.
Tick the box next to the acknowledgment statement, then click Next.
Click Print to get a copy of your submission, then click Done to close the window.

Once successfully submitted and registered, click the Back to top grey arrow icon on this page to follow the steps for assigning numbers. You can assign telephone numbers to your campaign or connect those numbers to the specified SMS use case.

Obtaining consent

Before you can send consumers SMS messages, you need their consent.

You can implement one of the common methods to get your consumer’s consent.

Having a form for users to enter their phone number on your website
Sending users to a mobile website with a button to opt-in for SMS messages
Getting their consent at your physical location using a paper form
Allowing users to call into your automated voice service phone number

Depending on the method you decide to use, TCR requires screenshots, examples, and other relevant data as proof of consent. Ensure you submit the following information for your specific campaign method.

Timestamp of user’s consent
What you used to get their consent (e.g., online form, physical form, mobile button)
Language you used to ask for consent
The campaign you wanted consent to send messages about
IP address captured when user submitted information online
User’s phone number
User information (name, username, session ID, etc.)

Sample messaging guidelines

As part of your TCR registration, you’ll need to provide three sample messages. Each sample message must be unique—you can’t submit the same sentence three times. The sample messages you provide depend on what you intend to use their phone numbers for.

Don’t copy and paste the examples below, as that will result in application rejection.

Think about what your objective is when sending SMS messages to your customers.

Do you want them to come into your store more often?
Do you want to provide better, more personalized customer support?
Are you changing your business practices (e.g., hours, check-in procedures, etc.) and want to keep them updated?

By understanding your goals, you can craft sample messages that speak to your campaign and inform the TCR of your plans.

Assigning numbers to a campaign

Once you’ve created a campaign, you can assign phone numbers that will send your SMS messages. Unassigned numbers can’t be used for SMS until you link them to a campaign.

Note: Campaigns, by default, support up to 49 numbers. If you need 50 or more numbers assigned to a single campaign, please contact Support for assistance.

Go to the Admin Portal and sign in.
Click Phone System from the top menu.
Go to Enhanced Business SMS > 10DLC Registration.
Select the Numbers with text messaging tab.
Click Link numbers to campaigns.

Select the campaign you want to add numbers to, then click Next.

Tick the box next to the number(s) you want to add, then click Done.

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