Outbound Text Message Business Registration

CallRail Account Information



CallRail Account NumberYou can find your account number on the My Account panel as shown, or click here for a support article on other ways to find it.

Please note that if you have more than one account, you will need to submit registration information for each individually.


Business Information


Enter the legal name of your business as it appears on tax documents. It is important that this matches with your business identifier number (in the US this is your EIN, in Canada this is your CBN). Do not use a DBA, or your submission may be rejected. 



Please enter in the format of City Name, Two Letter State/Provence Abbreviation
(e.g. Atlanta, GA or Toronto, ON)



An EIN is issued to businesses by the IRS, and is required for text message registration for US companies. If you are unsure where to find this, please see the info on your SP575 or 174c letter.

A CBN is issued to businesses by the Canada Revenue Agency, and is now required for SMS registration for Canadian companies.

Please ensure your Privacy Policy is up to date: A link to your privacy policy should be clearly visible and accessible on your website. If you share user information with third parties, your policy should clearly state what information is shared and for what purposes. If you do not sell or share user information with third parties, that should also be clearly stated. Example: "Mobile phone information will not be shared with third parties or affiliates for marketing or promotional purposes." If any data is sold or shared with third parties, this must be explicitly disclosed in the privacy policy.

Please ensure your Terms and Conditions are visible: A link should be visible/accessible on the site.


oNote: This is a general recommendation and does not constitute legal advice. You should consult with a qualified attorney to ensure compliance with all applicable laws and regulations.



A business website address is required so that carriers can better validate your business and generate a business trust rating. The website must be functional and publicly reachable. If you do not have a website, a social media page URL (i.e. Facebook or Yelp) is acceptable. This must be YOUR website; do not list callrail.com.
Important Note
All forms that ask for a customer’s phone number must include a means of opting-in to receive text messages. (e.g. a checkbox with a message saying "I consent to receive text messages from this business.")

Ensure your website has texting opt-in verbiage, even if you don’t ask for phone numbers. (Example: "By providing your information or contacting us, you are agreeing to receive text messages from our business.")
If you allow for entry of phone numbers on your website but do not include a means to gain explicit consent to receive text messages, your registration submission will be rejected during the carrier review process.




Please select the most appropriate industry from the list.
SORRY!
Due to carrier rules, businesses trading in marijuana, cannabis, or CBD products are not eligible to send text messages. This rule is enforced against registrations, even if your text messages do not mention these products, and even if these products are completely legal in your local jurisdiction. (For example, businesses that offer these products are uniformly rejected, even if their messages only discreetly discuss "orders" and "deliveries".)

This is an industry-wide regulation, and neither CallRail nor anyone else will be able to obtain an exception on your behalf.

You can stop here, as there is no need to continue with this form.
SORRY!
Due to carrier rules, businesses operating in the adult entertainment space are not eligible to send text messages. This rule is enforced against registrations, even if your text messages do not mention adult entertainment services, and even if these services are legal in your local jurisdiction. (For example, businesses that offer these services are uniformly rejected, even if their messages only discreetly discuss "dancers", "escorts" or "companionship".)

This is an industry-wide regulation, and neither CallRail nor anyone else will be able to obtain an exception on your behalf.

You can stop here, as there is no need to continue with this form.
Just so you know...
Businesses in the real estate industry (particularly investors and home buyers) have historically been a significant source of unwanted text messages. This is currently leading to increased scrutiny of these registrations and their message traffic.

Please be absolutely certain you are only messaging individuals from whom you have verified, documented opt-in consent. Carriers will be quick to suspend your registration if they receive complaints, and CallRail will be unable to appeal on your behalf unless you can prove documentation of this consent.


Please enter the stock ticker for your publicly traded company.
Please briefly explain how your business uses text messages.
In order to allow your business to send text messages, the carriers want to know what types of messages you are sending and under what circumstances. If you send multiple types of messages, please describe all of them for clarity.

Examples:
"We respond to inbound messages for the duration of a single conversation."
"We confirm and send reminders about appointments that have been scheduled."
"We follow up with prospects after they submit a form on our website."

Opt-In and Consent
Leads, customers and all other recipients must first consent to receive messages.
Consent cannot be bought, traded, sold or assumed. It must be obtained for you specifically.
Outbound messaging without prior consent is strictly prohibited, and carriers will quickly suspend your registration if complaints are received.

Take Note!
Inadequate or unclear opt-in consent practices are the primary reason carriers deny applications.
Neither CallRail, our upstream carrier, nor The Campaign Registry itself make this determination.
Your application must satisfy an aggregator with direct relations to AT&T, T-Mobile and Verizon.


In the following sections, we'll ask for more details about these methods of gaining consent. It is imperative that you help us clearly describe these methods to the carriers!
You must select at least one consent method above to continue!
Consent via Website

Provide a link to a page where you are collecting phone numbers from visitors,
which shows you asking for consent to receive text messages.

Consent via Phone
To be clear...
Just receiving a call or voicemail does not confer consent to send a text message. Switching the contact channel from a call to a text requires explicit consent. We know this is not how individuals act in their personal life, but it is required for businesses.

Please provide a sample question from a script your agents use,
or provide information about an IVR prompt used to obtain consent.

This consent is documented in
.
Consent via Written Forms or Other Documents

This might be a paper intake form at your location, or a signed Master Services Agreement.

Recipients Text Us First
Just to be clear...
You may respond to inbound text messages for the duration of a single conversation, just as any normal person would.

You may not assume consent to receive messages beyond the scope of that conversation. For example, you may not add individuals to a list for future follow-up or special offers unless you specifically ask for permission to do so.

Customers find our numbers
.
Are your numbers on websites, search ads, billboards, etc? Please be specific.
My Business Purchases or Obtains Lists
This is not allowed.
Consent cannot be bought, traded, sold, or assumed.

Purchasing or otherwise obtaining a list of contacts is strictly prohibited. Carriers will quickly suspend your registration and CallRail will be unable to appeal this decision.

Researching lists of individuals to contact (via LinkedIn, MLS, public record or otherwise) is also strictly prohibited.

Your application will be denied if you leave this option checked.
Other / None of the Above
You MUST somehow obtain prior opt-in consent from each individual you contact.
If you text without prior opt-in consent, carriers will quickly suspend your registration and CallRail will be unable to appeal this decision.

If you obtain consent in some other way, please describe in detail here. Otherwise, please go back and select an appropriate method of consent.

The consent information you entered above has been summarized as follows. Please review this to ensure accuracy and completeness before continuing.
Sample Messages
Provide two example text messages that would be typical for your business to send. 
Please make sure that you adhere to CallRail's content policies and the above consent guidelines when writing these sample messages.

These sample messages must be different from each other!
Using the same text for both, or using unrealistic or placeholder text will cause your submission to be rejected.


Acknowledgement and Agreement

By completing this form, I acknowledge that I am authorized to make decisions on behalf of the company indicated on this form, including agreeing to pay for the fees incurred to register and maintain my registration with The Campaign Registry. I also acknowledge and agree to the consent requirements for business text messaging and agree to follow all carrier and industry regulations for content and messaging practices.

By entering my name below, I am electronically signing this application on behalf of this company.