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Campaign Registry Form Best Practices

VipeCloud Support avatar
Written by VipeCloud Support
Updated over 2 weeks ago

What Is the Campaign Registry?

The Campaign Registry (TCR) is a governing body that oversees all A2P (application-to-person) 10-digit texting campaigns. Anytime software (like VipeCloud) sends texts to people, it must register the texting use case with TCR to reduce spam and ensure responsible use.

This is not specific to VipeCloud - it applies to all texting platforms.

Before you begin, it's important that you understand that texting is a highly regulated means of communication. You can only text contacts who have opted in to receive text communications from you. Cold outreach is strictly forbidden.


Opting In Your Texting Contacts

Defining how you opt in the contacts you'll be texting is an essential step in setting up your campaign.

We've found that the most reliable way of doing this is with a sign up form on your website. Sign up forms can have clear opt-in language and they inherently create a paper trial of contacts opting in.


Your VipeCloud Opt-In Form

This needs to use a Text Opt In consent field with the following language (replace the parts in parenthesis with your actual information):

By providing your number, you are agreeing to receive SMS messages from (Company). Reply STOP to unsubscribe or HELP for assistance. Message frequency varies and Msg&Data rates may apply. (link to your privacy policy)

Watch this video to learn how to add the above opt-in language to your form

Click here for more details on what's required for your privacy policy.

Click here for a general walkthrough of creating Sign Up Forms in VipeCloud.


Your Website's Compliance

There are a few steps to making sure your website is compliant. If you have multiple websites associated with your business, what's important here is that it'll be the website that your opt-in form is located on.

Privacy Policy

Your website needs to have a privacy policy that is easily accessible on your website, such as included in your footer. Your privacy policy needs to include language such as:

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you don't have a privacy policy, we recommend iubenda for a free, compliant privacy policy. Sign up for them here.

Other Sign Up Forms On Your Website

If you have other sign up forms on your website and at the time of submitting your campaign they require a phone number without a compliant checkbox to opt in to receive texts (importantly, giving the person signing up the option to NOT opt in to receive texts) your campaign might get rejected.

Your VipeCloud Opt-In Form Is Embedded On Your Website

You'll find your Form's embed code in the upper right of the Form's settings page. The embed code is an iframe, which you can send to your website admin, or embed yourself. Reach out to us if you have any questions along the way.


Submitting Your Campaign To The Campaign Registry

Complete the pre-Campaign Registry steps

  1. Navigate to your Text Settings page: https://app.vipecloud.com/setup/text_settings

  2. Add a text subscription if you haven't already. If you are a Franchise Sales Engine subscriber, this is included in your subscription for your first three Users.

  3. Select your texting number

Note that each step is visualized on this bar and you can click to the different steps by clicking on the bar iteself:

Fill Out The Campaign Registry Form

Fill in Business & Personal Information

  1. Select your Business Type:

    • Private Company (if you have an EIN to submit your taxes)

    • Sole Proprietor (if you use your SSN to submit your taxes)

  2. Enter:

    • Legal Business Name

    • Brand Name / DBA

    • EIN (if applicable)

    • Website

    • Business Category (broad options - choose the best fit)

    • First and Last Name

    • Phone (use your business line, not the texting number)

    • Mobile Number (important: must be textable for verification)

    • Email Address

    • U.S. Address

Describe Your Use Case

  1. Use a few sentences to explain your texting purpose.

  2. Emphasize that texts are:

    • Expected

    • Relevant

    • Not for lead generation

Example:

To enhance candidate engagement, improve appointment adherence, and streamline communication between my business and candidates throughout their journey.

Describe the Opt-In Process

  1. Explain how contacts opt in.

  2. Every opt-in method that is submitted to The Campaign Registry must be demonstrable.

  3. The best approach is using VipeCloud Signup Forms with opt-in checkboxes.

Example:

Consultation request form (URL of page that includes your opt-in form) Contacts opt in by filling out the form AND checking the optional box to receive text messages from me. They are informed of the following. You can reply STOP to unsubscribe or HELP for assistance. Message Frequency varies and Msg&Data rates may apply.

Provide Sample Text Messages

  1. You must submit 3 example messages.

  2. These don't need to be exact templates that you'll use, but they should be representative of the kinds of texts you'll send

  3. Include:

    • Your company name in each message

    • At least one link (short and regular, if applicable)

    • If you'll be using shortlinks, provide examples of them

    • Links must not begin or end the message

    • Merge tags are acceptable

Example 1 (provides example VipeCloud scheduler shortlink):

Hi this is NAME from COMPANY. I just emailed you about your Franchise inquiry. When do you have 5 minutes to talk? Please schedule a call here: https://vipecal.com/123456789 Thanks

Example 2 (provides example of VipeCloud Sign Up Form shortlinks):

Hey, NAME from COMPANY here. I'm sending this to reminder you of our meeting today at noon. If you haven't already don't forget to fill out your CQ before our call. Here's a link to it for your convenience: https://vipelnk.com/1234567 Thanks

Example 3 (provides example of your website):

Hey, NAME from COMPANY here. I'm trying to connect with you about your franchise opportunities. Are you still interested in exploring owning your own business? For more info see my website: https://yourdomain.com/ Thanks

Submit for Review

  1. Check the box confirming accuracy.

  2. Submit for review.

  3. If your submission is rejected, don’t panic. Our upstream carrier provides clear feedback, and small fixes usually resolve issues. We'll receive their feedback, pass it along to you and help you through the process.

Note: Review can take a week or more, so don’t wait until the last minute to complete this process if you are operating on a tight timeline.

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