This is a guide for users who have text-only seats. This will help you select a number, submit your info to the Campaign Registry, and get your user settings set up.
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hello vipers here's how to get started
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if you are a text only user
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and so if you're text only user what
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you'll want to do is
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head over here to the setup page which
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you can get to by clicking on your name
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and then going to setup
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on here
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it's these two places right here in that
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right column that you're going to be
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needing to set up in order to get
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started
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so let's start with the user settings
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here you'll want to fill out
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some of this basic information most
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importantly just your first and last
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name and any information that you would
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want to
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be merged automatically into texts uh
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because you know for instance you can
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put in like social media links and
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things like that here
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and then simply in your your text
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templates
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use a merge tag to automatically pull
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that information so you don't have to
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look it up every time for instance so
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things that would be helpful to have in
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that case do that right there very
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importantly make sure your time zone is
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set correctly
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because that will affect the scheduling
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of of texts that are uh scheduled in
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advance
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and
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and you can note right here
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at the very bottom here is where you can
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reset your password if needed
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so then uh next you can go to texting
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and basically everything on this page
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you're going to want to
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take care of so
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first and foremost you can click right
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here to
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search for a number these numbers in
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case you don't know
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are going to be real 10 digit numbers
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that are unique to you
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and so you can put in your
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area code
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and
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you'll see a selection if there are
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numbers available for that given area
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code and you can also
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start to narrow down as well if there
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are strings of numbers that
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appeal to you so let's say
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something like this oops i need to go
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down here and search there we go so you
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are able to uh narrow down to numbers
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that that look good for you
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once you find one that looks good click
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on it and hit the claim number button
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so next
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you'll want to um well actually you you
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might consider porting a number um
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we are able to get existing texting
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numbers from outside services
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though just know that this can take a
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little while potentially like as in
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a few days to maybe a week maybe a
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little bit more than that it all depends
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on the speed of your existing
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provider
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and how uh
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how cooperative they are with getting
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the number over here
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know that wherever you transfer the
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number from that place will no longer
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have that number available so
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you can't really
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transfer over your existing phone's
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texting number because you would lose
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your phone number with your current
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phone
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um
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and also while this is taking place
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i that you're no you're not able to text
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that number so there is like a bit of
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down time
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while the number is in limbo so it's
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much quicker to
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capture a new number right here would
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search for a number but if you want to
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keep the consistent number you can fill
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this out right here
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and then
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you need to fill out this campaign
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registry information so every single
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texting use case with the digit number
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needs to be registered with the campaign
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registry uh it's a governing body
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basically that just keeps all the
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various campaign use cases uh on record
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and helps with reducing spam
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so if you
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register with the camp what actually
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rather when you register for the
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campaign registry we take care of
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the whole registration process we just
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need you to fill out this fill this out
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so we can take care of that
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so
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make sure you fill out all of your
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information right here
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pertaining to your business
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um you have to give an example of your
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of your what exactly your campaigns are
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about and also
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give some example texts that you might
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send out
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the copy doesn't have to perfectly match
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um what you're sending it's just the
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gist of the text that is important
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and when you get down here you've got
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business type
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very important right here to make sure
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you get this correct
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the two most common cases here are
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private company and sole proprietor sole
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proprietor is basically if you are
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um just operating under your name
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and you don't have like an llc
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established or anything like that in
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other words you can go to a lawyer to
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get your business set up you just
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started doing business one day
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so in that case you choose sole
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proprietor
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if you do have an llc you know you got
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an official business on record with an
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ein
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then you'll want to choose private
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company
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so that's also another big
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distinguishing factor there whether or
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not you have an ein if there's no ein
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and you just file your taxes under your
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social security numbers then chances are
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uh you are a sole proprietor
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now if you are a private company there
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are a couple of pass-through fees that
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are imposed by
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the uh by the campaign registry um again
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we take care of all that for you uh the
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billing just goes straight through us
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and we pass the money on over over to
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them those fees are a one-time 54 dollar
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charge plus two dollars a month ongoing
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and um
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yeah and then like i said we take care
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of that for you and um
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once you submit this
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then we handle that on our end we take a
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look at it make sure that everything is
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looking good then we pass it back to you
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again and you will find that uh on this
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page right here you'll get a message
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from our support team telling you you go
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to your text settings page and do
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another once over on this and then once
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you have
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filled out any additional information
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that is needed and you submit it and it
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goes to the campaign registry and should
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take a couple of days then to get
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processed once that's done then you are
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ready to purchase credits which you are
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able to do right here
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and you're ready to start sending
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so of course if you have any questions
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anywhere along the way
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by all means reach out to us and we will
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be more than happy to help thank you