Verifying Your Business
Step 1: Acknowledgements and Get Started
Step 2: Tell us about your business
On this form you are asked for your Business name, Legal business name, and a company registration number. Please note that the Legal business name must match exactly with what you filed with the your country specific tax documentation.
Other fields you will be required to fill out:
- Country of business
- Industry
- Business entity type
- Legal business name
- Business name
- Company registration number (CRN)
- 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]."
The following items are also appropriate to cover in this description if you choose.
An example of a text message your customer will receive. (optional)
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.”
Description of your opt-in flow. (optional)
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:
Text volume and Industry (optional)
- How many texts will your send in a month?
- What type of industry is your business?
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 2 - 3 weeks 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 2-3 weeks 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 Company Registration Number (CRN) 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.
Creating a compliant SMS communication opt-in form.
It is important to get explicit permission from your prospects and clients to receive text communication. Your opt-in forms should have a unique opt-in clearly calling out your intentions to send them messages. An example of acceptable opt-in text for Marketing/Promotional messages 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 leveraging 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:
A final 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
