Overview

To ensure compliance, this approach involves sending a web form to each new customer for their SMS opt-in confirmation. The customer completes and submits the form, and their SMS opt-in status is automatically updated in their record within Taino Solutions. This process enables compliant SMS message delivery in line with A2P 10DLC standards.

Filling Out the Twilio Registration Form

Below are the fields required in the Twilio application form for A2P 10DLC campaign registration. Sample responses are provided for each field. For reference, the images below show a sample Twilio application filled out according to these guidelines. You can use the key-value pairs provided after the images to copy the required text directly into your form fields.

Campaign Information

• Description:

  
      This campaign sends notifications to our customers for form-filling regarding policy changes, document signing, etc.
                  

  Copy
• Sending messages with embedded links?: YES
• Sending messages with embedded phone numbers?: NO
• Sending messages with age-gated content?: NO
• Sending messages with content related to direct lending or other loan arrangement?: NO

Message Samples

Provide sample messages that your campaign may send:

• Message Sample #1:

  
  Hi Kurt Cobain, your agent 'Carla Smith' needs you to fill the form below. https://forms.tainosolutions.com/f/get/2045/251C2FE128536Csd
                  

  Copy
• Message Sample #2:

  
  Hi Kurt Cobain, this is to notify you that the signing of your document has been completed. For more details, go to https://esign.tainosolutions.com/document/f2a16/status/c6e076d085144b06a981de1129/0047060C721D709BE84
                  

  Copy

End User Consent

How do end-users consent to receive messages?:
Our agency uses the Taino Solutions platform for agency management. Following consultation with Taino Solutions and a review of the article on A2P 10DLC compliance (SMS Services - Ensuring A2P 10DLC Compliance), we adopted a strategy for SMS consent. Our process is as follows:

• Customer Record Creation: Upon creating a new customer record, we send a custom web form that includes an opt-in checkbox for SMS notifications. The customer fills out and submits the form.
• Future Implementation: We plan to embed a web form on our website for prospective customers requesting a quote. This form will include an SMS opt-in option, ensuring consent is recorded at the time of customer record creation.

Opt-out Information

• Opt-out Message:

  
  You have successfully been unsubscribed. You will not receive any more messages from this number. Reply START to resubscribe.
                  

  Copy
• Opt-out Keywords: CANCEL, END, QUIT, UNSUBSCRIBE, STOP, STOPALL

Help Information

• Help Message:

  
  Reply STOP to unsubscribe. Msg&Data Rates May Apply.
                  

  Copy
• Help Keywords: HELP, INFO

Copyable Text for Twilio Registration

Below are the key-value pairs for each required field, formatted for easy copy-and-paste into your Twilio application form. You can replace or modify this text based on your agency’s specific approach to SMS notifications and consent collection.

• Campaign Description:

  
      This campaign sends notifications to our customers for form-filling regarding policy changes, document signing, etc.
                  

  Copy
• End User Consent:

  
      We use the Taino Solutions platform for agency management. After consulting with Taino Solutions and reviewing their article on A2P 10DLC compliance (SMS Services - Ensuring A2P 10DLC Compliance), we adopted a custom form approach:
      - When we create a new customer record, a custom web form is immediately sent, including an SMS opt-in checkbox. The customer fills out and submits the form.
      - We plan to embed a web form on our website for potential customers requesting quotes, which will include an SMS opt-in option.
                  

  Copy
• Opt-out Message:

  
      You have successfully been unsubscribed. You will not receive any more messages from this number. Reply START to resubscribe.
                  

  Copy
• Help Message:

  
      Reply STOP to unsubscribe. Msg&Data Rates May Apply.
                  

  Copy

Further Assistance

If you encounter any issues with the Twilio registration process or if your campaign is not approved, the Twilio support team is available to assist. While A2P 10DLC applications are ultimately processed by a third party, Twilio support can help troubleshoot and answer questions to improve your application's accuracy and completeness, which can support compliance and increase the chances of approval.