Learning Center

Getting Started with A2P Campaign

Campaign registration tells carriers what kind of messages you send and how contacts opt in. Fill in each field correctly to get approved on the first submission.

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Step-by-Step

Registering Your A2P Campaign

Each field in the campaign form matters. Here's exactly what to put in each one to avoid rejection and delays.

01

Complete Brand Registration First

Your brand must be verified before you can register a campaign. If you haven't done that yet, start with the A2P Branding guide first.

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02

Choose Your Campaign Use Case

Select the use case that best describes your messaging (e.g., "Customer Care", "Appointment Reminders", "Marketing"). Pick the one that matches how you'll actually use SMS.

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03

Write Your Campaign Description

Describe what messages you'll send and why. Example: "We send appointment confirmations, reminders, and follow-up messages to customers who have booked services with our business."

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04

Provide Sample Messages

Add 2–3 real examples of messages you'll send. Include your business name in each one. Example: "Hi [Name], this is [Business]. Your appointment is confirmed for tomorrow at 2pm. Reply STOP to opt out."

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05

Explain How Contacts Opt-In

Describe exactly how people consent to receive your texts. Examples: "Customers opt in by submitting our website contact form which includes SMS consent language" or "Customers verbally consent when booking an appointment by phone."

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06

Add Opt-In Keywords & Language

Include the opt-in keywords (e.g., START, YES) and the exact consent language displayed to contacts. This must appear on your website or intake form.

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07

Include Opt-Out Instructions

Confirm that every message includes opt-out language like "Reply STOP to unsubscribe." This is required by carriers and must appear in your sample messages.

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08

Link to Your Privacy Policy & Terms

Provide URLs to your privacy policy and terms of service. These pages must mention SMS communication and be publicly accessible on your website.

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09

Submit & Monitor Status

After submission, campaigns are typically reviewed within 1–7 business days. Check your dashboard for status updates. If rejected, review the feedback, fix the issue, and resubmit.

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Use Cases

Standard Campaign Use Cases

Choose the use case that best matches how you'll use SMS. This is what you select during campaign registration.

Use CaseDescription
2FAAny authentication or account verification such as OTP
Account NotificationsNotifications about the status of an account or related to being a part of an account
Customer CareSupport, account management, and other avenues of customer interaction
Delivery NotificationsInformation about the status of a delivery
Fraud Alert MessagingMessaging about potential fraudulent activity such as spending alerts
Higher EducationMessage campaigns from colleges, universities, and other education institutions
MarketingPromotional content such as sales and limited time offers
MixedA campaign that covers multiple use cases such as Customer Care and Delivery Notifications. Mixed campaigns are likely to have lower throughput and a higher cost per message.
Polling and VotingFor conducting polling and voting, such as customer surveys. Not for political use.
Public Service AnnouncementPSAs to raise audience awareness about a given topic
Security AlertNotification of a compromised system (software or hardware related)
💡 For most Sales Connect AI users: Select “Customer Care” if you send appointment reminders, confirmations, and follow-ups. Select “Marketing” only if you send promotional offers. Select “Mixed” if you do both — but note it may have lower throughput.

Field Reference

Campaign Registration Fields — What to Put

Use this chart as a reference when filling out your campaign form. Copy the example values and adjust them for your business.

Campaign Description

A summary of your campaign use case.

Tips

Provide a thorough explanation of the campaign's objective. Single-word answers like "Marketing" are insufficient.

Copy-Paste ExampleThis campaign sends periodic SMS messages to customers who have opted in to inform them of appointment reminders, booking confirmations, and follow-up messages related to services they have scheduled with our business.

Opt-in: How do end-users consent to receive messages?

Your explicit opt-in process. Cannot be through an unsolicited SMS.

Tips

The checkbox must be unchecked by default and not required to submit the form or complete a purchase. Provide a method TCR can verify — a live website with opt-in, a screenshot, or a video. Make a privacy policy publicly available stating no mobile info is shared with third parties.

Copy-Paste ExampleCustomers opt in to receive SMS messages by checking a separate, unchecked-by-default checkbox on our contact form at [your website URL]. The checkbox is optional and is not required to submit the form or complete any transaction. The checkbox disclosure reads: "I agree to receive automated informational text messages from [Your Business Name] at the phone number provided. Consent is not a condition of any purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help. View our Terms of Service and Privacy Policy." Customers who do not check the box can still submit the form and use all services without limitation. Consent is recorded in our CRM at the time of form submission only when the checkbox is selected.

Sample Message 1

A real example of a message your campaign will send.

Tips

Include your business name, relate it to your campaign description, and include opt-out language. Use brackets [] for templated info. Do NOT use public URL shorteners (like bit.ly) in your samples.

Copy-Paste ExampleHi [First Name], this is [Your Business Name]. Your appointment is confirmed for [date] at [time]. If you need to reschedule, reply to this message or call us at [phone]. Reply STOP to opt out.

Sample Message 2

A second example message. Can be a duplicate if you only send one type.

Tips

Must also include business name and STOP language. Should reflect a different scenario if possible. Do NOT use public URL shorteners (like bit.ly).

Copy-Paste ExampleHi [First Name], this is [Your Business Name]. Just a friendly reminder — your appointment is tomorrow at [time]. We look forward to seeing you! Reply STOP to unsubscribe.

Opt-In Keywords

Words a user can text to your number to opt in.

Tips

If you don't support opt-in via text, leave this blank.

Copy-Paste ExampleSTART, SUBSCRIBE

Opt-In Message

Auto-reply sent to users who opt in via text.

Tips

Include this only if you specified opt-in keywords. If you don't support text opt-in, leave blank.

Copy-Paste Example[Your Business Name]: You are now opted in to receive SMS messages from us. Msg & data rates may apply. Reply STOP to opt out at any time.

Opt-Out Keywords

Words a user can text to stop receiving messages.

Tips

Standard keywords are required by carriers.

Copy-Paste ExampleSTOP, UNSUBSCRIBE, CANCEL, END, QUIT

Opt-Out Message

Auto-reply sent when a user opts out.

Tips

Confirm they have been unsubscribed and will no longer receive messages.

Copy-Paste Example[Your Business Name]: You have been unsubscribed and will no longer receive text messages from us. Reply START to re-subscribe.

Help Keywords

Words a user can text to get help or info.

Tips

Standard is HELP or INFO.

Copy-Paste ExampleHELP, INFO

Help Message

Auto-reply sent when a user texts a help keyword.

Tips

Provide your business name, what the messages are for, and how to contact you.

Copy-Paste Example[Your Business Name] SMS Support: For help, contact us at [phone] or [email]. Msg & data rates may apply. Reply STOP to opt out.

Website URL

Your main business website.

Tips

Submit your actual business website — not just a landing page or standalone form. The website must clearly identify your business and match your campaign details.

Copy-Paste Examplehttps://www.yourbusiness.com

Privacy Policy & Terms of Service URLs

Direct, public links to your privacy policy and terms of service.

Tips

Both pages must be accessible without login. Your privacy policy must explicitly state that mobile information and consent are not shared with third parties for marketing purposes.

Copy-Paste Examplehttps://www.yourbusiness.com/privacy-policy and https://www.yourbusiness.com/terms-of-service

Approval Tips

Get Your Campaign Approved Faster

What Reviewers Look For

  • Sample messages must include your business name and STOP language
  • Your opt-in description must be specific — "they sign up on our website" is too vague
  • Privacy policy must explicitly mention SMS/text messaging and state that mobile information and consent are not shared with third parties for marketing
  • Use case must match your sample messages — don't select "Marketing" if you're sending appointment reminders
  • Don't include links in sample messages unless your use case requires them
  • Do NOT use public URL shorteners (like bit.ly) in sample messages
  • Submit your main business website — not just a form or landing page
  • Privacy policy and terms must be accessible without login
  • Avoid ALL CAPS, excessive emojis, or language that looks like spam
  • If rejected, read the rejection reason carefully — it usually tells you exactly what to fix

Common Reasons for Rejection

  • Missing or vague campaign description
  • Sample messages don't match use case or brand
  • Use of public URL shorteners (like bit.ly) in sample messages
  • Opt-in flow is unclear or not verifiable
  • Missing or non-compliant privacy policy or terms of service
  • Help message lacks brand name or support contact info
  • Website is just a form or not publicly accessible
  • Opt-out message is missing or incomplete
  • Privacy policy doesn't state that mobile info is not shared with third parties
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