You complete this yourself in your CRM’s Trust Center. Everything the registration asks for is written out on this page — gather the details below, paste in the content we’ve prepared, and submit. We’re on hand if you get stuck, but you don’t need us to do it for you.
READ THIS FIRST
Gather the details below and publish your two legal pages before you open the wizard. With those in hand the registration takes minutes; without them it stalls halfway.
What it is, plainly
Carriers want to confirm three things.
You’re a real business — this is your Brand
Your texts are useful and wanted — this is your Campaign
Your customers agreed to hear from you — this is your opt-in
It’s a one-time registration. Once approved, texting simply works.
YOUR PART
GATHER THESE
What to have ready
These can only come from you. They are never pre-filled, and no one else can supply them.
Detail | What to enter |
|---|---|
Legal business name | Your exact legal name as registered with the IRS — not your trade name or DBA, unless they’re the same |
EIN (federal tax ID) | Your nine-digit Employer Identification Number |
Business type | Your entity type — LLC, Corporation, Sole Proprietor |
Industry | The category that best matches your work |
Registered address | Your business address on file with the IRS |
Website | Your business website address |
Authorized contact | A name, email, phone and job title for someone at your business |
THE GOLDEN RULE
The most common cause of a rejected Brand is a mismatch between the legal name, the EIN and the registered address. They must match your IRS records exactly — same spelling, same suffix (“LLC” vs “L.L.C.”), same address. Have your tax paperwork to hand.
The business details step — legal name, EIN and business type.
YOUR PART
PUBLISH THESE
Your privacy policy and terms
The registration asks for two web addresses, and both are required: your privacy policy and your terms. The reviewer opens both and reads them. If your policy doesn’t mention texting — or, more commonly, if it says you share customer information with partners without carving out phone numbers — the registration is rejected.
Almost every small-business privacy policy fails on that second point, because the template it came from was written before texting mattered.
WE’RE NOT YOUR LAWYERS
This is standard industry wording assembled to satisfy carrier requirements. Have your own attorney review it before you publish — especially if you operate in more than one state.
Add to your privacy policy
Text messaging (SMS)
If you give us your mobile number and opt in to receive text messages, [Your Business Name] uses that number to send you the messages you asked for. Depending on the consent you give, these may include replies to your inquiry, appointment confirmations and reminders, job and service updates, invoice and payment notifications, and — only if you separately opt in — occasional promotional messages.
We do not sell, rent, or share mobile phone numbers or text messaging consent with any third party for their marketing purposes. We share this information only with the service providers who deliver messages for us, and only to deliver those messages. This applies regardless of anything stated elsewhere in this policy about sharing information.
Message frequency varies. Message and data rates may apply — we don’t charge for these messages, but your carrier’s standard rates apply.
You can stop receiving texts at any time by replying STOP to any message. You’ll get one confirmation, then nothing further. You can also opt out by emailing [Your Email]. For help, reply HELP or email [Your Email].
Consent to receive text messages is not a condition of purchasing anything from us. Declining, or opting out later, will not affect your ability to use our services.
Add to your terms of service
Text messaging program
[Your Business Name] sends text messages to customers and prospective customers who expressly opt in.
What we send. Replies to your inquiry, appointment confirmations and reminders, job and service updates, and billing notifications. If you separately opt in to marketing messages, we may also send promotions.
How you opt in. By ticking the consent box on our request form, or by giving us your express verbal or written permission. Consent for service messages and consent for marketing messages are collected separately. Consent is not a condition of purchase.
Eligibility. You must be at least 18 and the authorized user of the phone number you give us.
Frequency and cost. Message frequency varies. Message and data rates may apply; your carrier’s standard rates apply.
Opting out and getting help. Reply STOP to any message to stop. Reply HELP, or email [Your Email], for help.
Privacy. Mobile numbers and text messaging consent are never sold, rented, or shared with third parties for marketing. See our privacy policy at [Your Privacy Policy URL].
Delivery. Message delivery depends on your carrier’s network. Carriers are not liable for delayed or undelivered messages.
Three traps to check your existing policy for
Trap | What to look for | Fix |
|---|---|---|
A broad sharing clause | Any sentence saying you share customer information with partners, affiliates or advertisers | Add the “regardless of anything stated elsewhere” sentence — it overrides the conflict |
A purchased-data clause | Wording about buying, renting or enhancing your contact data from outside sources | The filing makes you attest you don’t use purchased lead lists. If your policy says otherwise, one of the two has to change |
Unfilled template brackets | Leftover [ADD LINK] or [insert…] placeholders from whatever template you started with | Fill them. A reviewer who sees an unfinished legal page assumes the rest is unfinished too |
You’ll know it worked when
both pages load publicly with no login, both include the wording above, both show a current “last updated” date, and your request form links to them.
OUR PART
ALREADY WRITTEN
The campaign content
You don’t need to compose any of this. It’s here so you can see exactly what gets filed on your behalf, and change anything that doesn’t describe your business.
Campaign description
[Your Business Name] sends service-related text messages to customers who have contacted us or whom we are currently serving. Messages include inquiry acknowledgements, appointment and estimate confirmations and reminders, on-the-way and job status updates, invoice and payment notifications, and post-job follow-ups. Messages are sent only to individuals who have provided their phone number and opted in through our online request form, over the phone, or in person. Consent is not a condition of purchase.
Sample messages
Hi [First Name], this is [Your Business Name]. We got your request and we’re on it — someone from our team will reach out shortly. Reply STOP to opt out, HELP for help.
Hi [First Name], a reminder of your appointment with [Your Business Name] tomorrow at [Time]. Reply to this message if you need to reschedule. Reply STOP to opt out.
Hi [First Name], your invoice from [Your Business Name] is ready. You can view and pay it any time at [link]. Call us with any questions. Reply STOP to opt out.
Your automatic replies
Carriers expect three standard replies to exist. These are already configured.
Opt-in confirmation — You’re now subscribed to text updates from [Your Business Name]. Message frequency varies. Msg & data rates may apply. Reply HELP for help, STOP to unsubscribe.
HELP — [Your Business Name]: For help, call us at [Phone] or email [Email]. Msg & data rates may apply. Reply STOP to unsubscribe.
STOP — You have been unsubscribed from [Your Business Name] text messages and will receive no further texts. For assistance, call [Phone].
How customers opt in
Your request form is the proof of consent, and it already ships with the right checkboxes — clearly labelled and unticked, so the customer ticks them themselves.
The intake form, with consent boxes the customer ticks.
Two things that will get you rejected
Never pre-check the consent box — consent has to be an action the customer takes
Never text a purchased or scraped list — only people who gave you their number and agreed
What the Trust Center looks like
This is where the filing lives. Here it is before anything has been submitted.
The Trust Center, before registration starts.
After we submit
Carriers review your Brand first, then your Campaign. Approval times vary — it isn’t instant, and it isn’t in your CRM’s hands once submitted.
While you wait — email automations keep running normally; only the text steps are held
If something is rejected — you get a reason. Most rejections are the name/EIN/address mismatch, or a missing opt-in description. Both are fixable and we resubmit
Once approved — texting turns on automatically. Nothing else to switch
Brand and Campaign approved. Texting is live.
You’ll know it worked when
the Trust Center shows your Brand and Campaign as submitted — and later, approved.
Common questions
Do I have to do this?
Yes, if you want to send texts to customers in the United States. It’s a carrier requirement, not a ClientLoop one. Every business that texts goes through it.
Can I skip it and just use email?
You can start with email — your automations run email-only until texting is approved, and nothing breaks. Texting is an upgrade you turn on, not a blocker to getting started.
Do I need a lawyer?
Not for the registration itself — every field it asks for is written out on this page. The one place to involve your own attorney is the privacy policy and terms wording, because that goes on your website in your business’s name.
What if I don’t have an EIN?
Sole proprietors without an EIN have a different, more limited path. Talk to us before we start — it changes which options are worth choosing.
Can someone do this for me?
The identity details — your legal name, EIN and authorized contact — have to come from you, and they are never pre-filled. Everything else on this page is already written. If you’d rather not do it alone, we’ll get on a call and walk it through with you.
Key terms
Term | What it means |
|---|---|
A2P 10DLC | “Application-to-Person, 10-digit long code” — the carrier program that lets a business text customers from a normal 10-digit number |
Brand | Your business identity as registered with the carriers |
Campaign | What you’ll use texting for, plus your sample messages |
Trust Center | The place in the CRM where the registration is completed |
Opt-in | The moment a customer agreed to receive your texts, and the proof that they did |
