10DLC Campaign Form Help

Enter your full legal company name exactly as it appears on your official business registration or tax records. This is typically the name you used to register with the IRS (U.S.) or Corporations Canada (Canada).

If your business also operates under a different name—such as a brand or "Doing Business As" (DBA) name—include that as well.

⚠️ Important Notes:

• Do not shorten or abbreviate your legal name.

• Even minor mismatches between your campaign registration and legal records (such as an extra space, incorrect capitalization, or missing periods or commas) may result in delays or rejections.

• If you're using a DBA, it must match the name displayed on your website or online presence.

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✅ Examples:

• Legal Name: Best Builders LLC

• DBA/Brand Name: Best Builders Roofing

❌ Do not enter: Best Builders, BestBuildersLLC, or BB Roofing (unless those are your legally or publicly listed names).

Select the legal entity type that matches how your business is officially registered. This must reflect your business registration documents—choosing the wrong type will result in a rejection.

Options include:

• Publicly Traded Company

• Private Company (LLC, Ltd, S-Corp, etc.)

• Non-Profit Organization

• Government

• Sole Proprietor (Individuals with no Tax ID or EIN)
  
  

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👤 Sole Proprietor

The Sole Proprietor entity type is intended only for individuals who do not have a registered business and do not have a business EIN, Tax ID, or equivalent.

Single Member LLCs and other incorporated businesses are not eligible for Sole Proprietor registration.

Since Sole Proprietor types are intended for individuals, companies that have business partners, employees, or 1099 contractors working on behalf of the company will need to register as a Private Company or other applicable entity type with a valid EIN.

✅ Requirements:

• One active mobile phone number is required to receive a one-time password (OTP) for verification during registration.
  🔒 Talkroute Virtual Phone Numbers cannot be used for OTP verification.

• Only one phone number is allowed to be registered per Sole Proprietor entity.

• Only valid U.S. or Canadian addresses are accepted (including P.O. boxes).
  🌍 Addresses outside the U.S. and Canada are not permitted.

Enter the Tax ID or EIN associated with your business. This must match your legal business name and address exactly as registered with your government tax agency. This information is used during verification, and any mismatch may result in a rejection.

💡 Note: Talkroute cannot verify or validate your Tax ID/EIN/BN prior to submission. Please ensure all info is accurate before submitting the form.

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🇺🇸 United States

If your business is registered in the U.S. or you are a foreign business with a U.S. EIN:

• Enter your nine-digit EIN in the Tax ID field.

• Make sure your legal business name is consistent with your IRS records.

• The address should also match what’s listed on your IRS EIN confirmation letter (Form SS-4).

• Example EIN confirmation letter:
  
  

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🇨🇦 Canada

If your business is registered in Canada, you may use any of the following tax IDs:

• Your Business Number (BN) issued by the CRA. Please only enter the first 9 numeric digits.

  • Example:
    

Your legal business name and address must match what’s listed in your Canadian business registration with Corporations Canada.

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👤 Sole Proprietor

A Tax ID/EIN is not required for Sole Proprietors, as this entity type is intended for individuals who do not have a business EIN or Tax ID.

🚫 If you provide a Tax ID or EIN and select “Sole Proprietor” as your entity type, your registration will be rejected.

Enter the account number associated with your Talkroute service. This ensures the campaign is linked to the correct customer profile.

🔎 Where to find it:
You can access your account number by logging into your Talkroute dashboard and visiting the Manage Your Account page.

Enter the full address associated with your business registration, including:

• Street Address

• City

• State/Province

• ZIP/Postal Code

This address should match exactly what is on your official business registration paperwork. Using an alternate or mismatched address can delay your approval or result in a rejection.

 

A working website link is required for registration (except for some Sole Proprietor cases). Websites that are under construction, use default domain parking pages (e.g., GoDaddy, Wix), or are not secure (non-HTTPS) will be rejected.

Your website serves as public-facing proof that your business is legitimate. It helps carriers, regulators, and customers verify your business practices and messaging intent.

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✅ Required Website Details:

• Contact phone number
• Company-branded email address (avoid personal emails like Gmail/Yahoo). If using a Gmail/Yahoo email, make sure your brand name is in it like, businessname@gmail.com.
• Physical address (if you operate a brick-and-mortar location and if not, the areas you serve)
• A Privacy Policy link must be accessible from every page of your website.

  • See the Privacy Policy section below for specific language and requirements.

• Compliant Message Disclosure (See more info under Call-to-Action / Message Flow)
  • Clearly visible anywhere someone is likely to text you or provide their phone number
  • ANY online form, on ANY page that allows a client to input a phone number (whether required or not) must include a Message Disclosure 

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✅ Acceptable Options:

• A live website with your company name, services, and contact info
• A one-page site with a Privacy Policy and SMS Disclosure
• Free or low-cost website builders (e.g., Squarespace, Wix) are fine if properly set up

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⚠️ Social Media Pages:

These may be accepted (especially for Sole Proprietors), but must show clear branding, contact info matching your form, and a compliant Privacy Policy + SMS Disclosure.

• Use a company or professional page—not a personal profile
• Ensure your ‘About’ section links to or contains compliance info
• Established pages (having followers and posts) are more likely to be approved than new ones

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📄 Profile Sites:

Sites like Doximity, Healthgrades, or professional directories (common in medical, legal, or logistics industries) may be accepted if they include—or link to—a compliant Privacy Policy and SMS Disclosure.

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👤 Sole Proprietors:

A website may not be required only if:

• You have no established online presence
• Your opt-in method does not involve your website or online content
• If your business has any online presence or you collect consent through a website or page, both a website and Privacy Policy are required for compliance. 

Enter the links where your Terms & Conditions and Privacy Policy pages can be found. A privacy policy page is required at minimum.

📄 Terms & Conditions

While not required in all cases, a Terms & Conditions page is encouraged, especially if your opt-in method involves online interactions. This page should outline any conditions related to messaging, including:

• How to opt-out of messaging

• Customer care contact information

• A link to your privacy policy

✅ 10DLC Requirements for Terms & Conditions:

• Your Company or DBA (brand) name

• “Message and data rates may apply” disclosure

• Message frequency disclosure (e.g., “msg frequency varies”) – required for recurring programs

• Opt-out instructions (e.g., “Reply STOP to stop”)

• Customer care contact info (e.g., “Reply HELP for help”)

• Link to privacy policy or privacy statement

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🔐 Privacy Policy

A Privacy Policy is required for all 10DLC registrations. It confirms that your messaging practices are compliant and transparent.

✅ What to Include:

Your Privacy Policy should be:

• Linked from all pages of your website (commonly in the footer or menu bar)

• Easy to read and access

• Clear about your use of personal and mobile number data

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📋 Example Privacy Policy Language

Here’s a sample privacy policy that many Talkroute customers use. You can copy and customize this to fit your business:

Sharing of Personal Information:
We do not share, sell, or disclose your personal information or mobile opt-in data to third parties without your explicit consent, except where required by law. Your information is kept confidential and used solely for the purposes you have agreed to. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with third parties. Text messaging opt-in data is not being shared with third parties.

Opting Out of Text Messages:
You have the right to opt out of receiving text messages from [Your Business Name] at any time. To opt out, you can reply "STOP" to any text message you receive from us.

Consent and Opt-In:
By providing your phone number and opting in to receive text messages, you consent to the collection and use of your personal information as described in this policy. We ensure that your consent is obtained explicitly and that you are informed about the types of messages you will receive.

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🛠 Don’t Have a Privacy Policy Yet?

You can generate one using a free or paid privacy policy generator. Popular options include:

• Termly Privacy Policy Generator

• Iubenda Privacy Policy Generator

• PrivacyPolicies.com Generator

• GetTerms.io Generator

• Privacy Policy Online Generator

• WebsitePolicies.com

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🌐 Using Social Media Instead of a Website?

If you don’t have a website, you can still meet the privacy policy requirement by posting your policy:

• As a pinned post on your business Facebook or Instagram page

• In the About section of your profile

• In a public Google Doc with a shareable link (must be viewable without requiring access)

Enter the name, email address, and phone number of the person who manages messaging on your account.

✅ Contact Requirements:

• The email address and phone number must match the contact information displayed on your website or online presence (such as a social media business page).

• The name of the contact person does not have to match what's listed online but should be someone familiar with how your business uses SMS.

Failure to provide matching contact details may result in rejection during the review process.

📢 Important Notes:

• If your company uses Facebook, Instagram, or another social platform as your primary online presence, make sure the email and phone number in your form are also clearly listed on your business profile page.

• For larger businesses (regional brands, national brands, or publicly traded companies), avoid using personal or generic email domains (e.g., Gmail, Yahoo, Outlook), as this can lead to rejections.

  • ✅ Example: Use support@acmeenterprise.com, not acmehelp@gmail.com.

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💼 Small Businesses

If you’re a smaller business using a Gmail or similar domain, that’s typically acceptable—as long as that contact information is also shown on your website or public-facing page.

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👤 Sole Proprietors:

If you are registering as a Sole Proprietor:

• You must enter a mobile phone number capable of receiving text messages.

• This number will receive a one-time password (OTP) for verification during registration.

• Not providing a valid mobile number will delay or prevent your registration from completing.

Enter all local Talkroute phone numbers you want to include in your 10DLC campaign registration.

✅ Requirements:

• Only list local phone numbers that are active or porting into your Talkroute account.

• Do not include toll-free numbers or numbers not managed through Talkroute.

  • Please visit Talkroute.info/textver to start a toll-free verification

• You may register multiple phone numbers under a single campaign as long as:

  • All numbers share the same or similar use case

  • All numbers are used for the same business/entity

📌 Tip: Double-check that each number you list is currently active in your account and not pending removal.

Enter your estimated number of text messages per month across all phone numbers listed in your campaign.

✅ What to include:

• Combine incoming and outgoing message counts

• Estimate based on your current average monthly usage

• If you anticipate growth, enter a number that reflects your projected usage over the next 6 months

📌 Tip: It’s better to overestimate slightly than underestimate. This helps prevent issues if your traffic increases.

Select the category that best aligns with your company, messaging content, and overall use case. Only one category can be selected per campaign registration.

Clearly explain how your business will use SMS/MMS messaging with your local Talkroute numbers. This is one of the most important sections of the form and must be detailed and specific.

✅ What to Include:

• A concise summary of your business

• A detailed explanation of how you’ll use text messaging (e.g., appointment reminders, order updates, customer service follow-ups, etc.)

• Clarify the audience (e.g., existing customers, leads who filled out a form, members of your organization)

⚠️ Important Requirements:

• Minimum of 40 characters – generic notes like “customer service” or “notifications” will be rejected

• Your description must match your sample messages

• Avoid vague statements—specificity improves approval odds

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💬 Example:

We use SMS to send appointment reminders, billing notices, and customer support updates to clients who have opted in via our website or intake forms. Our business, Cool & Clear HVAC Solutions, provides residential and commercial HVAC services.

This section is used to explain how recipients give you permission (opt-in) to receive messages from your business. Your opt-in method should match what’s shown on your website or online presence, and you must be able to provide documentation or screenshots of each method used.

There are many acceptable opt-in methods depending on your use case. You must be clear and specific when describing how consent is collected.

💡 Minimum of 40 characters required — vague entries will result in rejection.

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🔍 What to Include in Your Description:

• Where and how the recipient gives consent (website, form, email, verbal, etc.)

• What disclosures they see (SMS terms, privacy policy)

• Any follow-up confirmation (double opt-in methods)

You should match your wording to what’s shown in your opt-in documentation and/or on your website.

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📋 Message Disclosure

The Message Disclosure (also called an SMS Disclosure or Consent Message) is a required statement that informs customers what they are agreeing to when they send or receive message with you.

It must be clearly visible anywhere someone is likely to text you or provide their phone number. This includes contact pages, online forms, promotional materials, email signatures, or anywhere your number is advertised with a call to action (e.g., “Call or Text Us”).

Here’s a sample disclosure that may be found under a website contact form. You can copy and customize this to fit your business:

By submitting this form (or By checking this box / By selecting "I agree" / By messaging us), you agree to receive text messages at the provided number from [Your Business Name]. Message frequency varies, and standard message and data rates may apply. You have the right to OPT-OUT of receiving messages at any time. To OPT-OUT, reply "STOP" to any text message you receive from us. Reply HELP for assistance.

✅ Where to Display the Disclosure:

• Online contact forms where phone numbers are collected
• Pages that advertise your number with “Text us” or similar call-to-actions
• Paper forms used for signups or contact collection
• Scripts used for verbal opt-ins (e.g., over the phone or in person)

💡 Your disclosure should be located directly next to the phone number field or call-to-action. Make sure it’s clear, easy to read, and not buried in fine print.

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📌 Common Opt-In Methods & Examples

🌐 Opt-in via Website

This is the most common and preferred method. Be sure the opt-in includes a visible checkbox and full SMS disclosure.

Examples:

• A user enters their number in a contact form and checks a box agreeing to receive SMS updates.

• On the appointment booking form, the user checks a box to receive reminders via SMS.

• During account signup, a 2FA is sent to validate the phone number, followed by a checkbox asking if they would like to receive notifications.

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✉️ Opt-in via Email

In your email campaigns or transactional emails, you can include a link or button to opt-in.

Examples:

• A marketing email contains a button that says, "Click here to receive SMS alerts for upcoming sales."

• An account confirmation email includes an opt-in option to receive delivery updates via SMS.

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📞 Opt-in via Verbal Consent (Phone/On-Site)

This is acceptable but must be well-documented. Scripts and internal tracking are typically required, and double opt-in is strongly encouraged.

Examples:

• A customer calls to make an appointment. You ask if they’d like text reminders, inform them about message frequency and how to opt out, then confirm consent.

• While visiting your location, you ask the customer if they’d like to receive updates via text. You log their consent and send an SMS confirming their opt-in.

• Example:
  
  Hi [Customer Name], would you like to receive text updates from [BUSINESS NAME] with reminders directly to your phone?
  
  To sign up, simply text 'JOIN' to [BUSINESS NUMBER] or say YES now, and I will send you our welcome message.
  
  Please note that message frequency varies, and standard message and data rates may apply. You have the right to OPT-OUT receiving messages at any time. To OPT-OUT, reply "STOP" to any text message you receive from us. Reply HELP for assistance.

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💬 Opt-in via Consumer-Initiated Message

The recipient initiates contact by texting your number. Your first reply must include full SMS disclosures.

Examples:

• A customer sees your number online and texts it for more info. You reply with a welcome message including your business name, opt-out instructions, and message rate disclosures.

• An employee texts “START” to enroll in company-wide notifications. A posted flyer includes the opt-in details, and the reply message confirms their enrollment.

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📲 Other Opt-In Variations

Other acceptable scenarios include:

• A user taps a “Text Us” button on your social media profile which leads to a form with SMS disclosure.

• Through your mobile app, users text a keyword or number to opt in and receive an automated reply with disclosures.

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💡 Pro Tip: The more specific your explanation, the better. If you're unsure whether your method is valid, include it and provide documentation. It’s better to be too detailed than too vague.

This section asks for real examples of the types of messages your business will send. These samples help reviewers confirm that your content matches your use case and is compliant with 10DLC standards.

💡 At least two unique sample messages are required — and at least one must include a URL.

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🔍 What to Include in Each Message:

• Your brand or DBA name

• Content relevant to your use case

• Clear opt-out instructions (e.g., “Reply STOP to opt out”)

Avoid vague, conversational, or irrelevant examples. Messages should feel natural to what your business will actually send.

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✅ Good Examples

These are clear, specific, and include opt-out instructions:

Hello John, this is a reminder about your appointment with [Brand Name] on April 2nd at 10:00 AM. Reply YES to confirm or NO to reschedule. Message frequency varies. Msg & data rates may apply. Reply STOP to unsubscribe or HELP for more information.

Good evening Church family! Join us tomorrow at 10:30 AM for worship service or watch live on Facebook. Reminder: tomorrow is donation box drop-off day. Message frequency varies. Msg & data rates may apply. Reply STOP to opt out. — [Brand Name]

Hi Maurice! This is Ramiro from [Brand Name]. Don’t miss our booth at the November 9–13 Conference! Panels on messaging, 911, and more. Register at www.example.com. Message frequency varies. Msg & data rates apply. Reply STOP to opt out or HELP for more information.

Hi Jim, this is a reminder from [Brand Name] about your appointment tomorrow at 3:00 PM. Msg & data rates apply. Reply HELP for more information or STOP to unsubscribe.

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❌ Bad Examples

These lack context, branding, or required compliance language:

Thanks for leaving a rating on Google Business. I’ll contact you soon.

I received your question. I will get back to you as soon as possible.

There’s a little favor I’d like you to help me with, please.

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💬 Conversational Messaging? Use a Friendly First Reply

If customers will text you first, your first response should be similar to these:

[Brand Name] Customer Service: Thanks for reaching out! A representative will assist you shortly. Msg & data rates may apply. Reply STOP to opt out.

Hi! This is Bill from [Brand Name]. What can I help you with today? Msg & data rates apply. Message frequency may vary. Reply STOP to cancel.

Select “YES” if your business offers or arranges loans, financing, or mortgages of any kind — even if it’s not your primary service.

✅ Examples of businesses that should select YES:

• Auto, truck, boat, or RV dealerships

• HVAC, window, or home improvement companies offering payment plans

• Any business that provides or facilitates third-party financing

• Banks, credit unions, and lenders of any kind

💡 If your website mentions or links to financing or loan options, select YES.

🔔 IMPORTANT: Selecting “NO” when your business offers any type of financing may cause your campaign to be rejected. When in doubt, choose YES.

Select “YES” if any of your messages will include a:

• Website link (e.g., to your homepage, booking page, or event)

• Phone number (e.g., “Call us at 555-123-4567”)

We strongly recommend selecting YES for both fields — even if your current sample messages don’t include them. This keeps your campaign flexible if your messaging changes later.

⚠️ Do not use public link shorteners like bit.ly or tinyurl — they are not allowed for 10DLC messages.

Select “YES” if your messaging includes any age-restricted content that can only be sent to recipients over 21 years of age. This means your business must verify the consumer’s age before allowing them to opt in to receive text messages.

✅ If you select "YES," you will need to provide documentation showing that proper age-gating procedures are in place.

If your campaign does not involve age-restricted content, select “NO.”

By agreeing to the Terms & Conditions, you confirm that your registered phone numbers will not be used for affiliate marketing, lead generation schemes, or other high-risk activities that violate 10DLC policies.

This agreement is a required part of the campaign registration process and helps ensure that your messaging practices align with carrier regulations and industry standards. 

One-time and/or monthly registration fees may apply for your Talkroute plan. For select special use cases, multiple brands/campaigns and higher-tier campaign types may require additional fees.

One-time fees are charged per submission attempt, so it is important to make sure the information on your registration form is accurate to avoid delays, rejections, and possibly additional submission fees.

Please review the pricing section under our 10DLC Guide and our Pricing Page for more details. 

Screenshots of where subscribers find the keyword to opt-in to messaging. For example, ask customers to text a specific keyword to a designated number to opt-in.

Sample Keyword Advertisement:

 

Screenshots of where the subscriber enters their number on-site at the point of sale and agrees to receive messaging.

Sample POS Landing Page:

 

Photocopy or screenshot of the form. Use physical forms that include opt-in language, ensuring that customers provide written consent.

Sample Paper Form:

 

Customers provide consent to receive SMS messages by responding to an email or clicking a link that redirects them to an opt-in page or form.

Sample Email Script:

 

Customers verbally agree to receive SMS messages, typically during a phone call or in-person interaction. This method must be documented (e.g., call recording or signed acknowledgment) to ensure compliance.

Sample Verbal Script:

 

This opt-in method occurs when a customer sends you a message (not tied to a specific keyword) to initiate a conversation or interaction, and you respond by requesting their consent to receive SMS communications. You will need to provide how customers learn about your number and your initial message flow.

Sample Incoming Message Flow:

1. Customer Message:

   "Hi, I’m interested in booking with you. Can you help?"

2. Your Reply (Requesting Consent):

   "Thanks for contacting Example, Inc.! We’d love to discuss booking. Before we do, reply YES to confirm you agree to receive messages from us. Msg & Data rates may apply, and message frequency varies. Reply STOP to cancel or HELP for support."

3. Customer Response:

   "YES"

4. Confirmation Message (after receiving consent):

   "Thank you! What listing where you interested in and what dates? We will be happy to assist. Reply STOP to cancel or HELP for support."