You must make sure you are 10DLC compliant before registering your business within Servgrow.
How to become A2P 10DLC Compliant?
Mandatory:
Enter your Legal Company Name exactly as registered with the IRS (US) or CRA (Canada)
Mandatory:
US-based companies: Use a valid EIN for US-based companies – not a DUNS number
Canadian Based Companies: For companies in Canada, we switched to ONLY accepting the Business Number (BN) rather than the Corporation/Incorporation/Registry ID numbers for Canadian Brand Registration.
We will only accept the first 9 numeric digits of the BN (BN-9).
Here is an example of the format of a BN where the bolded part is the part we will collect in the Canadian Brand.
Tax/Corporation ID field: 123456789RT0001
DBA/Trade/Operating Name: Your DBA/Trade Name/Operating Name must be registered under the same # as your main registered business.
Mandatory:
Website
The website you enter must be the final website address of your business and must contain forms and a privacy policy and must have the op-tin information (see below).
Website addresses that redirect to another website will be rejected. Websites that have forms and privacy policies that do not have the correct opt-in information will be rejected.
If you do not have a website, inquire (via chat) about Servgrow's free custom website that is included in your plan.
Mandatory:
Website Forms
New regulations require 2 opt-tin check-boxes (unchecked by default) with an approved opt-in message for each on all website forms. 1 opt-in box for service related messages (services scheduled, appointment reminders, etc.) and 1 opt-in box for offers and promotions (10% off services is booked today, Free deodorizer, etc.).
Approved Opt-in message must include legal primary company name, DBA name if applicable and the type of messages being sent, message frequency, and data rates may apply. Failure to have all forms with the approved opt-in messages will result in a declined registration process.
Recommended opt-in messages for primary legal company name:
Opt-in 1: Service related messages.
⏹️ By checking, you agree to receive SMS communications for service reminders and notifications from [Legal Company Name]. Frequency may vary, Data rates may apply, reply STOP to opt-out
Opt-in 2: Offers and Marketing Promotions
⏹️ By checking, you agree to receive SMS communications for offers, discounts, and other promotional content from [Legal Company Name]. Frequency may vary, Data rates may apply, reply HELP for help or or STOP to opt-out
Opt-in 3: Privacy Policy and Terms of Service
⏹️ By checking, I accept Terms of Service & Privacy Policy.
**Terms of Service must link to your terms of service page.
**Privacy Policy must link to your privacy policy page.
Recommended opt-in messages for a DBA company name:
Opt-in 1: Service related messages.
⏹️ By checking, you agree to receive SMS communications for service reminders and notifications from [Legal Company Name] (DBA [DBA Name]). Frequency may vary, Data rates may apply, reply STOP to opt-out
Opt-in 2: Offers and Marketing Promotions
⏹️ By checking, you agree to receive SMS communications for offers, discounts, and other promotional content from [Legal Company Name] (DBA [DBA Name]). Frequency may vary, Data rates may apply, reply HELP for help or or STOP to opt-out
Opt-in 3: Privacy Policy and Terms of Service
⏹️ By checking, I accept Terms of Service & Privacy Policy.
**Terms of Service must link to your terms of service page.
**Privacy Policy must link to your privacy policy page.
Un-Checked check box must appear next to opt-in messages. Customer will need to check the box in order to opt-in.
Website branding must match legal company name or DBA/Trade Name/Operating Name.
Mandatory:
(Privacy Policy Page)
Your website must contain a Privacy Policy page and is accessible to end-users and meets the compliance standards for the collection and use of mobile phone numbers for messaging. Your privacy policy should contain the data collected, the types of messages being sent, message frequency, opt-out instructions and include verbiage about the data not be shared or sold to third parties.
Here is a copy of the boilerplate privacy policy that cover minimum requirements from the carriers:
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Privacy Policy for Mobile Phone Number Collection and Text Messaging
This Privacy Policy outlines how our company collects, uses, and safeguards mobile phone numbers for text message communications, in compliance with applicable laws and regulations.
Data Collection and Use
On our website, our company collects mobile phone numbers solely for the purpose of sending text message communications related to our services, updates, reminders, notification and offer communications. We strictly use this information to provide you with relevant and timely updates, appointment reminders, communications on specials, and important service notifications. Your mobile number is only used for communications that you have opted in to receive, ensuring that we respect your preferences at all times.
Data Protection and Sharing
Our company maintains strict privacy policies to protect the personal information of our users obtained for text message communications. This information is never sold, rented, released, or traded to others without prior consent or legal obligation. We guarantee that it will never be shared with third parties for marketing purposes.
User Rights and Opt-Out Instructions
Your privacy is our priority, and you have the right to control the communications you receive. If you wish to opt out of receiving further text messages, please follow these instructions:
Text Message Opt-Out: If you are receiving text messages from us and wish to stop receiving them, simply respond with either “STOP” or “UNSUBSCRIBE” to the number from which you received the message. Once we receive your message, you will no longer receive further text messages from us.
Data Security
We employ industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Access to your mobile phone number and related data is limited to authorized personnel who require this information to perform their job responsibilities, and all employees are bound by confidentiality obligations.
Compliance and Policy Updates
We continuously review our practices to ensure compliance with all applicable laws and regulations regarding personal data protection and privacy. This policy may be updated periodically to reflect changes in our practices or legal requirements. Any significant changes will be communicated to you via our website or through direct notification.
Carriers:
Carriers are not liable for delayed or undelivered messages. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency may vary. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
Contact Information
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us immediately at {Contact Information}.
By using our text message services, you agree to the terms outlined in this Privacy Policy. Your continued engagement is a testament to our commitment to your privacy and satisfaction.
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Mandatory:
(Terms of Service Page)
Your website must contain a Terms of Service page and is accessible to end-users and meets the compliance standards for the collection and use of mobile phone numbers for messaging. Your Terms of Service should contain your business terms for customer, the data collected, the types of messages being sent, message frequency, opt-out instructions and include verbiage about the data not be shared or sold to third parties.
Here is a copy of the boilerplate terms of service that cover minimum requirements from the carriers:
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Terms of Service
These Terms of Service outlines our business terms, how our company collects, uses, and safeguards mobile phone numbers for text message communications, in compliance with applicable laws and regulations.
Data Collection and Use
On our website, our company collects mobile phone numbers solely for the purpose of sending text message communications related to our services, updates, reminders, notification and offer communications. We strictly use this information to provide you with relevant and timely updates, appointment reminders, communications on specials, and important service notifications. Your mobile number is only used for communications that you have opted in to receive, ensuring that we respect your preferences at all times.
Data Protection and Sharing
Our company maintains strict privacy policies to protect the personal information of our users obtained for text message communications. This information is never sold, rented, released, or traded to others without prior consent or legal obligation. We guarantee that it will never be shared with third parties for marketing purposes.
User Rights and Opt-Out Instructions
Your privacy is our priority, and you have the right to control the communications you receive. If you wish to opt out of receiving further text messages, please follow these instructions:
Text Message Opt-Out: If you are receiving text messages from us and wish to stop receiving them, simply respond with either “STOP” or “UNSUBSCRIBE” to the number from which you received the message. Once we receive your message, you will no longer receive further text messages from us.
Data Security
We employ industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. Access to your mobile phone number and related data is limited to authorized personnel who require this information to perform their job responsibilities, and all employees are bound by confidentiality obligations.
Compliance and Policy Updates
We continuously review our practices to ensure compliance with all applicable laws and regulations regarding personal data protection and privacy. This policy may be updated periodically to reflect changes in our practices or legal requirements. Any significant changes will be communicated to you via our website or through direct notification.
Carriers:
Carriers are not liable for delayed or undelivered messages. As always, message and data rates may apply for any messages sent to you from us and to us from you. Message frequency may vary. If you have any questions about your text plan or data plan, it is best to contact your wireless provider.
Contact Information
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us immediately at {Contact Information}.
By using our text message services, you agree to the terms outlined in this Privacy Policy. Your continued engagement is a testament to our commitment to your privacy and satisfaction.
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Mandatory:
The business type you select must align with your business's legal documentation.
Mandatory:
Use a mobile number that was directly supplied by a mobile carrier (Verizon, T-mobile, Att, etc.) NOT a VoIP, or Google Voice type numbers.
A2P 10DLC rules mandate using a mobile carrier-provided number for your business registration, which excludes most VoIP services like Google Voice.
Mandatory:
Due to new regulations, all company information submitted during this registration process must match the legal company information you have registered with your state. It is crucial that the details provided, including your company name, address, and tax identification number, are accurate and consistent with the official records held by your state's business registry. This compliance ensures that your registration with Servgrow is valid and in accordance with legal requirements. Failure to provide matching information will in most cases result in a declined registration process.
Failure to do any of the above mandatory steps will result in a failed business registration.
IF YOU HAVE ANY QUESTIONS, please ask in chat prior to submitting your registration.
You'll only have 3 attempts at successfully registering your phone number so make sure all steps are followed correctly.
Review and Approval Timeline: Along with the new regulations (A2P 10DLC) requiring all US businesses to register their dedicated phone number, comes a thorough review and approval process. This review and approval process is done via a third party associated with Twilio- who is the regulator in this case.
As far as time for approval, this can very depending on multiple factors- however we usually see an answer within 7 business days. This process is standard for any US company registering custom numbers.
Steps to Complete Registration
Regulations include your public business information, including website will be vetted for compliance (by and independent 3rd party) so make sure all business information is accurate. Follow the steps and advice below to help reduce the chance of any delays on your registration.
1. Using a desktop computer, sign into Servgrow, navigate to setting and click 2-way text messaging.
2. Input your official legal Business Name.
Enter your Legal Company Name exactly as registered with the IRS (US) or CRA (Canada)
3. Input your legal Business Address.
This must be a physical address and should also be associated with your EIN or BA.
4. Select your correct legal Business Type.
The business type you select must align with your business's legal documentation. Selecting the wrong business type will result in a failed registration.
In the Business Type selection within Servgrow, your options include:
Sole Proprietorship
Partnership
Limited Liability Corporation (LLC)
Cooperative
Non-profit Corporation:
Corporation
5. Enter the Tax ID (EIN) or BN associated with your business.
US-based companies: Use a valid EIN for US-based companies – not a DUNS number
Canadian Based Companies: For companies in Canada, we switched to ONLY accepting the Business Number (BN) rather than the Corporation/Incorporation/Registry ID numbers for Canadian Brand Registration.
We will only accept the first 9 numeric digits of the BN (BN-9).
Here is an example of the format of a BN where the bolded part is the part we will collect in the Canadian Brand.
Tax/Corporation ID field: 123456789RT0001
6. Industry
Enter the industry that matches your business the best.
7. Website URL
Your website will be vetted to ensure compliance.
The website URL you enter must be the final website address for your business. No 301 or redirects to another URL will be allowed.
Website URL's that redirect to another website will be rejected.
8. Website Forms
All website forms but have verbiage explicitly letting the custom know that they will be receiving text messages and what type of text messages.
Op-tin language:
By providing your contact information and submitting this form, you consent to receive service reminders, notifications, and offer communications from [Your Company Name] via text message. You can reply
STOP to opt-out."
If you do not have a website, inquire (via chat) about Servgrow's free custom website that is included in your plan.
8. Enter your point of contact’s name, position, email address, and mobile phone number.
The point of contact will be used to complete the messaging service registration and may also be contacted to verify business details.
Mobile Phone Number: It's critical that you list a mobile number that was directly supplied by a mobile carrier (Verizon, T-mobile, Att, etc.)
A2P 10DLC rules mandate using a mobile carrier-provided number for your business registration, which excludes most VoIP services like Google Voice.
Email Address: For better approval and trust score, this email should match your website URL. For instance, if your email is joe@precisionlandscaping.com, then your website should ideally be precisionlandscaping.com.
9. Double Check all of the above information for consistency:
Typos, incorrect Tax IDs, invalid website URLs, using VoIP numbers, wrong business types, etc. will all result in your registration being rejected.
The registration form will be accessible to all Company Admin users within Servgrow, but only one needs to fill it out. The phone number provided in this form should be that of the contact person, not your company's dedicated phone number, as we already have the latter recorded for the registration process.
Once you have filled out the form and double checked all information, click submit!
You can read more about the A2p 10DLC regulation here.