Business Verification - Canada

Verifying Your Business

Step 1: Determine which type of number you want to provision

Step 2: Tell us about your business

On this form you are asked for your Business name, Legal business name, and Canadian Business Number (BN).
Please note that the Legal business name and Business Number must match exactly with what you filed with the CRA.

IF YOU DON'T HAVE A BN: You can get a Canadian Business Number directly from the CRA by using the Business Registration Online (BRO) system. There are great instructions on how to apply on Canada.ca. Click the button below to apply for a BN.

Other fields you will be required to fill out:

Country of business
Industry
Business entity type
Legal business name
Business name
Business Number (BN)
Your Name
Website
Business email
Business phone
Business address

Step 3: Additional Business Information

This information is directly for the carriers to evaluate and approve your business to leverage SMS. Because it is SUPER IMPORTANT to fill this form out accurately, let's step through it question by question.

How do you plan to user your text and voice number?

You can select multiple options in this field
Many of our customers will select "Marketing, Customer Care, and/or Account Notifications"
Please select what applies best to your business needs

Provide details on how you'll use your number for the purposes you've selected.

This needs to support your planned use cases in the prior question.
A good example of this would be:
"This number is used to send out Marketing, Customer Care, and Account Notifications to the prospects and customers of [your business name]."

Provide an example of a text message your customer will receive.

Sample messaging should match the kind of messaging type you choose. And a good sample message should include your business name in each message:

“Here are this week’s specials at [Company Name]. 15% off all new services by using this link. Reply STOP to Opt-Out. Msg and data rates may apply.”

A note about acceptable messaging.

Any content involving the below is prohibited and may lead to the suspension of your Keap Marketing Number:

Sexual or sexually suggestive content
Hate and hate speech
Alcohol and other controlled substances (including cannabis and CBD)
Firearms
Tobacco

For a complete list of content restrictions, please review our Acceptable Use Policy

Provide a URL for your SMS communication opt-in form

This is where the regulators are looking at the way that you are getting explicit permission from your prospects and clients to receive text communication. This URL needs to have your standard contact form showing a checkbox with your opt-in text. An example of acceptable opt-in text would be:

"By submitting this form, you agree to receive Marketing/Promotional text messages from [company_name]. Consent is not a condition of any purchase. Reply HELP for Help, STOP to Opt Out. Msg data rates may apply. Msg frequency varies. View our Terms (link your terms page) & Privacy (link your privacy page)"

If you are doing multiple methods of communication (ie Marketing, Conversational etc) the form you link to must have separate opt-ins for each type of communication. An example of this would be:

Describe your opt-in flow.

Here you will describe the process by which you gain explicit permission to text. There are several ways to receive explicit permission. Current regulations will be updating to support only the following:

Web form: Provide the link or a screenshot of the website opt-in page.

Via text: Provide a screenshot or image of your opt-in/opt-out text keywords.

Complete the remaining sections

How many texts will your send in a month?
What type of industry is your business?
General information
Phone and email
Business Address

Step 4: Review your information

Step 5: Application submitted and next steps

You've made it through the initial submission of information for verification. On this page you will see the remaining stages that will be in progress over the next 5 to 7 business days while your submission is reviewed.

There are several stages of this process:

Pending

This is the default stage you will be in. Again, this process takes approximately 5 to 7 business days to be completed.

Approved

When you are approved you will have the option to now provision your number and begin using SMS.

Failed

If you have information that is incorrectly submitted, your application will be returned and you will be asked to complete the application again.

Currently, you will need to reach out to support to reset the form, and then you will need to complete it again. Many times. we see mismatches in BN and Legal Business Name as the primary cause, however each situation is different and you will need to understand from Support what changes you need to make to your submission.

Once you have resolved all issues, resubmitted and been approved you are now able to start using SMS in your application.