SMS enrollment process
On the SMS settings page, you’ll find a step-by-step guide to help you complete the enrollment process. Here's a quick overview:
Click on the ‘Enroll your brand and campaign’ card
This first step includes completing a detailed form that requires specific business and campaign information.
Ensure the information you submit matches exactly what is on your IRS EIN letter. This includes using your company’s full legal name, legal address, and the correct EIN number as listed.
Additionally, you will need to provide information about your chosen business representative who will serve as the point of contact overseeing accountability, quality assurance, and adherence to legal standards.
And lastly, you’ll need to provide campaign-specific information about the type of text messages that you plan to send your leads/customers. This includes:
A description of your texts:
You'll need to include who the sender is, who your recipients are, and why messages are being sent. For example: "We will send a welcome message and a discount offers from Acme Steamroller Company to customers who have opted in. Our team will interact with them via text to answer questions on business requirements."
How end-users will opt-in to receiving messages:
For example: "End users opt-in by visiting www.example.com and adding their phone number. They then check a box agreeing to receive text messages from Acme, Inc. Additionally, end users can also opt-in by texting START to (111) 555-3333 to opt in. Terms and Conditions at www.example.com/tc. Privacy Policy at www.example.com/privacy"
Actual examples of the texts you plan to send:
Example: "Hi! This is Andy from Nutshell. I wanted to see if I could answer any questions about your inquiry for a new warehouse roof. If you’d like to opt out of any other messages, just text STOP in reply to this message."
Once submitted, the registration will be reviewed by our data infrastructure provider. This review process may take from one day to two weeks to approve. Keep an eye on the SMS settings page to view your submission status which will show the respective status of your enrollment i.e. under review, approved, or rejected.
Once approved, you are able to start using your SMS in Nutshell. Here's more information on how to manage SMS in Nutshell.