Welcome to the guide on how to apply for an SMS number. Follow these instructions to successfully complete the application process and start using SMS services for your business.
Go to app.closegpt.ai
1. Click "Settings"
Go to the settings menu.
2. Click "SMS"
Select the SMS option in the submenu.
3. Click "SMS PLAN"
Choose the SMS PLAN option.
4. Click here
Click here
5. Click "on"
Read and select the 4 check boxes. You will need a few things to be considered compliant for SMS. Anything that is not completed will delay your ability to use SMS. The first is to saying you have your EIN number. If you don't, there is a link to get one for free from the IRS.
6. Fill "on"
The second is saying you will need the exact name and address used when you filed for your EIN. This is how the phone carriers can verify your business exists. If you don't have accurate info, this can cause your application to be rejected and you can be billed again for applying.
7. Click "on"
The third checkbox is saying you have the URL of where your contacts are opting in to receive SMS messages. This page will need a form with a check box that the contact checks to agree to SMS. We provided some sample text in italics if your form does not have a checkbox.
8. Click "on"
The last checkbox states you need a terms of service and privacy policy page. We recommend doing a search for a privacy policy generator and terms of service generator. Once you have the text, you should create a page for each. Then have a link to that page on the same page as the opt in form. We know this is a little work to do all this, however this is what is required from the cell phone carriers to protect their customers. It is designed to reduce spam and those who do this are rewarded with the ability to use SMS.
9. Click "Continue"
Click on the "Continue" button.
10. Choose A Use Case
The Default is Mixed. The mixed use case compliance fee is $10 a month. The Mixed allows you to send more than 6000 SMS segments a day and is recommended for people with customer lists they wish to message all at once in the same day. Alternatively, many small businesses are okay selecting the "LOW_VOLUME" option. This use case is only $1.50 per month and is limited to less than 6000 SMS segments a day.
11. Fill "on"
After choosing a use case, select all the checkboxes that apply. Make sure you check marketing.
12. Fill "on"
and customer care.
13. Click "Next"
Click on the "Next" button.
14. Fill "Company Name"
This is very important. Put your legal company name here. This should match the name of the company you used when creating your EIN with the IRS.
15. Fill "https://website.com"
Enter the URL of your website
16. Choose Your Company Type
Select your company type. Most people will choose Private Company.
17. Enter Your EIN Number
Enter your EIN number in the provided field.
18. Click "Next"
Click on the "Next" button.
19. Click "Address"
Now enter your legal address where the IRS has on file when you create your EIN Number.
20. Click "Next"
Click on the "Next" button.
21. Click "Professional Services"
Now select the best business category.
22. Click "Next"
Click on the "Next" button.
23. Click "Next"
The default setting on this screen is fine unless you have more than one account already texting. If you have multiple accounts You can click "Small Accounts" then. When complete, click on the "Next" button.
24. Enter Your Support Email
Enter your support email address in the provided field.
25. Fill In Your Support Phone
Enter your support phone number
26. Click "Next"
Click on the "Next" button.
27. Click "Next"
The default text here is fine. Click on the "Next" button.
28. Fill In the business reason here
Give a reason here of why you need to text your customers. A good answer would be "We use SMS to handle customer care and provide information about our company to customers who have opted in to account updates and marketing messages". Feel free to improvise your use case.
29. Click "What type of customers do you plan to message? *"
Now put in who your customers are. Are they a businesses or chiropractic customers? You put this here.
30. Fill in the box
In this box, put why it is important to SMS your cusotmers. A good answer here is that our customer prefer SMS because these messages are important to them and they have opted in to get these messages in SMS. Once again, put whatever you like here.
31. Go here
THIS IS IMPORTANT! Here you will put HOW people opt in to your messages. This box needs to have the URL of where your opt in form is placed. It also needs to describe how they opt in. For example "Our customers go to www.mywebsite.com and put in their information and check a box to opt in to SMS messages. After they opt in, they will receive a confirmation message with instructions on how to opt out." This is one of the main reasons get rejected. The other is this URL not having privacy policy or terms of service. If you need help, contact support.
32. Click "Next"
Click on the "Next" button.
33. Click "Hi this is Mike I wanted to see if we could book a call tomorrow at 3pm? https://crmconnect.co/meet/founder. Reply STOP to cancel"
This message is a sample of what you will be sending over your new SMS number. An example is "Hi this is Mike I wanted to see if we could book a call tomorrow at 3pm? Reply STOP to cancel" in the appropriate field.
34. Fill "put a sample message here Reply STOP to cancel"
Enter a sample message with an opt-out option in the provided field.
35. Fill "put another sample message here Reply STOP to cancel"
Make sure you conclude each message with "Reply STOP to cancel"
36. Click "1"
The default checkboxes are good for most businesses on this area. However, make sure you check them and change any that apply.
37. Click "Next"
Click on the "Next" button.
38. Fill "on"
Enter the required information in the "on" field.
39. Click "Create Plan"
Click on the "Create Plan" button. This is important. This process can take as little as a day or up to a week to get an answer to your application. If it is rejected, you will need to resubmit. You will not be able to enable SMS on the phone number menu until you are approved, don't worry this is normal. You will get an email with the answer of your application. If approved, you can come back to the phone number screen and enable SMS and MMS.
This guide covered the step-by-step process of applying for an SMS number. From setting up the SMS plan to providing business information and creating sample messages, you now have the knowledge to proceed with the application. Get started and enhance your communication with SMS services.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article