The Campaign Registry (TCR) oversees all A2P (application-to-person) 10-digit texting campaigns. Any software that sends texts, including VipeCloud, must register its texting use case with TCR, and this applies to every texting platform, not only VipeCloud.
You can only text contacts who have opted in to receive texts from you. Cold outreach is not allowed.
How to Collect Text Opt-Ins With a Sign Up Form
Your registration must describe how contacts opt in to your texts. We recommend a VipeCloud Sign Up Form on your website, because it shows clear opt-in language and creates a record of each contact who opted in.
Create or open the Sign Up Form you'll use to collect phone numbers.
Add a Text Opt In consent field.
Enter the opt-in language below as the consent text, replacing the parts in parentheses with your own 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)
This video shows how to add the opt-in language to your form:
For a general walkthrough of building forms, see Sign Up Forms. The privacy policy your opt-in language links to is covered in the next section.
How to Make Your Website Compliant
Carriers review the website your opt-in form is on. If your business has more than one website, these requirements apply to that one.
Add a Privacy Policy
Your website needs a privacy policy that is easy to find, such as a link in your footer. It must 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 one. Sign up for iubenda here.
Check Other Sign Up Forms on Your Website
If another form on your website requires a phone number without a compliant checkbox to opt in to texts, your campaign might be rejected. Every form that collects a phone number must give the person the option to not opt in to texts.
Embed Your VipeCloud Opt-In Form on Your Website
Open your Sign Up Form's settings page.
Copy the embed code in the upper right of the page.
Add the embed code to your website, or send it to your website admin. The embed code is an iframe.
Reach out to us if you have any questions along the way.
How to Set Account-Wide Registration Defaults (Admins)
Admins can save a default use case, opt-in process, and sample messages on the Texting Setup page. These defaults prefill the Campaign Registry form for everyone in your account, and each person can still edit them before submitting. Only Admins see the Texting Setup page.
Go to Settings and click Texting Setup under Communication, or open https://app.vipecloud.com/setup/texting_setup.
Under Default Registration Messages, fill in the fields you want to prefill:
Use Case / Description Summary - fills the use case on the registry form.
Opt-In Process - fills the description of how contacts opt in.
Sample 1, Sample 2, Sample 3 - the three required sample messages.
Sample 4 (optional), Sample 5 (optional) - additional sample messages.
To add a merge tag to a field, click the Insert merge tag dropdown next to that field and select a tag.
Optionally, choose a user in the Preview as dropdown to see the fields with that user's merge tags filled in. Choose Show raw merge tags to return to editing.
Click Save Defaults.
Merge tags such as %YOUR_COMPANY% are saved as written and fill in with each person's own details on their registry form. To remove every default, click Clear all defaults.
How to Start Your Campaign Registry Submission
Go to your Text Settings page.
Add a text subscription if you haven't already. Franchise Sales Engine subscriptions include texting for the first three users.
Select your texting number.
The progress bar at the top shows each step. Click a step on the bar to move to it.
How to Fill Out the Campaign Registry Form
If an Admin saved defaults on the Texting Setup page, the use case, opt-in process, and sample message fields on the Campaign Registry form arrive prefilled. Review them and edit anything that doesn't match how you text.
Enter Your Business and Personal Information
Select your Business Type:
Private Company - if you file your taxes with an EIN.
Sole Proprietor - if you file your taxes with your SSN.
Enter your business and contact details:
Legal Business Name
Brand Name / DBA
EIN - if applicable.
Website
Business Category - choose the closest fit from the broad options.
First and Last Name
Phone - your business line, not your texting number.
Mobile Number - must be able to receive texts, because it is used for verification.
Email Address - if you submit as a Private Company and your opt-in form's website domain differs from your professional email's domain, use your personal email.
U.S. Address
Describe Your Use Case
In a few sentences, explain why you text your contacts.
Make clear that your texts are expected, relevant, and not used 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
Explain how contacts opt in. Every opt-in method you submit must be demonstrable, so describe the form and link to the page it is on.
Include the opt-in language contacts see.
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. (Link your privacy policy)
Provide Sample Text Messages
Enter at least 3 and up to 5 sample messages. They don't need to be exact templates, but they should represent the texts you'll send.
Make sure your samples include:
Your company name in each message. Sole proprietors use their full first and last name.
At least one link, both short and regular if you use both. If you'll use shortlinks, include examples.
Links in the middle of the message, never at the start or end.
An opt-out line such as "Reply STOP to unsubscribe".
If your texts will link to more than one domain (your website, a booking page, Facebook, Zoom), include each domain in at least one sample.
Merge tags are acceptable in samples. You don't need a separate sample per domain. One catch-all sample containing multiple links works and is the recommended approach. This applies even to well known domains like facebook.com or zoom.us, since carriers match your live messages against what's registered.
Example 1 (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 Reply STOP to unsubscribe
Example 2 (VipeCloud Sign Up Form shortlink):
Hey, NAME from COMPANY here. I'm sending this to remind 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 Reply STOP to unsubscribe
Example 3 (your own 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 Reply STOP to unsubscribe
How to Submit Your Campaign for Review
Check the box confirming your information is accurate.
Submit the form for review.
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.
Key Notes
Review can take a week or more, so start well ahead of any deadline.
You can only text contacts who opted in, and every opt-in method you submit must be demonstrable.
The Campaign Registry form needs 3 to 5 sample messages.
Texting Setup defaults are Admin-only and apply to every user in the account. Each user can edit the prefilled values before submitting.