A2P messaging involves sending messages from an application to a person, which requires registering the sending number. This process is governed by backend providers and carriers to ensure compliance and prevent misuse. The CRM platform does not review these registrations itself, but does offer guidance through the process.

Common Rejection Reasons

  1. Opt-In Fail: Missing a proper opt-in form, terms and conditions, or privacy policy.
  2. Forbidden Use Case: Certain industries or campaigns (e.g., cannabis in the US) are not permitted.
  3. Not Updating Examples Provided: Failure to customise the provided examples with your specific business details.
  4. Inaccurate Information: Mismatched or incorrect company information, such as EINs.
  5. Broken or Inactive Links: Essential links (website, terms and conditions, privacy policy) must be active and accessible.

Troubleshooting and Solutions

Opt-In Information

Make sure your website is live and includes an opt-in form with clear terms and conditions and a privacy policy. Include checkboxes for users to agree to these terms and to opt in to receiving further communications, and make sure one of these checkboxes is optional.

Forbidden Use Cases

Check that your business does not fall into prohibited categories by reviewing the latest regulations and documentation.

Updating Examples

When submitting your registration, make sure all examples are tailored to reflect your business name, contact information, and relevant details accurately.

Inaccurate Information

Double-check all submitted company information, including EIN and authorised representative details, for accuracy. The authorised representative's phone number must be a personal mobile number, not a service like Google Voice.

Test all links to confirm they work. Your website, terms and conditions, privacy policy, and any other linked pages must be operational.

Frequently Asked Questions

Where can I get my privacy policy or terms and conditions?

It is recommended to consult a lawyer for these documents, though services like Rocket Lawyer can provide templates. Some users have also used AI tools like ChatGPT for drafting, though legal review is advised.

How to use the terms and conditions form elements?

NotLuck CRM makes it straightforward to add terms and conditions to forms. Make sure you update these with your business details and policies.

How to do a checkbox opt-in form?

Create a custom checkbox field for promotional opt-ins. This ensures compliance and reduces the likelihood of receiving unsubscribes.