Smarter eCommerce Product Management at Scale📦
June 10, 2026
A2P messaging involves sending messages from an application to a person, necessitating registration of the sending number. This process is governed by backend providers and carriers to ensure compliance and prevent misuse. It’s crucial to understand that the CRM platform itself does not review these registrations but offers guidance through this intricate process.
Ensure your website is live and hosts an opt-in form with clear terms and conditions and a privacy policy. Include checkboxes for users to agree to these terms and to opt in to receiving further communications, making sure one of these checkboxes is optional.
Verify that your business does not fall into prohibited categories by checking the latest regulations and documentation.
When submitting your registration, ensure all examples are tailored to reflect your business name, contact information, and relevant details accurately.
Double-check all submitted company information, including EIN and authorized representative details, for accuracy. The authorized representative’s phone number must be a personal cell phone number, not a service like Google Voice.
Test all links for functionality. Your website, terms and conditions, privacy policy, and any other linked pages must be operational.
While it’s recommended to consult a lawyer for these documents, services like Rocket Lawyer can provide templates. Some users have also utilized AI tools like ChatGPT for drafting, but legal review is advised.
The CRM allows for easy addition of terms and conditions to forms. Ensure you update these with your business details and policies.
Create a custom checkbox field for promotional opt-ins. This ensures compliance and reduces the likelihood of receiving unsubscribes.